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TechCheck episodes

  • Breaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day
    Our anchors start off today’s show with Microsoft and Alphabet’s strong quarters reported after the bell yesterday. Then, Morgan Stanley Analyst Keith Weiss, who has an overweight rating on Microsoft, joins to further discuss the company post-earnings. Next, Piper Sandler’s Rich Repetto is here to talk Robinhood’s latest quarter, which sent shares below their IPO price. Also, CNBC’s Julia Boorstin joins to break down the impact of Apple’s privacy changes on Twitter and Spotify. Then, Baird Senior Research Analyst Colin Sebastian is here for more on Alphabet post-earnings. Later, Informatica CEO Amit Walia joins from the New York Stock Exchange as the company returns to the public markets after going private in 2015. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Facebook Post-Earnings, Tesla Hits $1 Trillion & Exclusive Interview with Adobe CEO Shantanu Narayen
    Our anchors start off the morning with CNBC’s Julia Boorstin to talk Facebook after the company reported its earnings results last night. Then, CNBC’s Mike Santoli is here to cover Tesla’s run as the company tops a $1 trillion market cap. Next, CNBC’s Kate Rooney joins to discuss Robinhood ahead of its earnings report set for after the bell today. Plus, Adobe CEO Shantanu Narayen joins in his first in-person interview in nearly two years as the company kicks off its creativity conference “Adobe MAX” today. Later, we return to Facebook and Apple’s privacy change impact with Slow Ventures General Partner Sam Lessin who was also a Former Facebook VP of Product Management. Then, Independent Solutions Portfolio Manager Paul Meeks is here to discuss Google and Microsoft ahead of their earnings later today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Big Tech on Deck, Facebook Facing Headwinds & Unpacking Amazon
    Our anchors start off this busy week of tech earnings with the details on Snap feeling the impact of Apple’s privacy changes in its latest earnings report. Then, Plexo Capital Managing Partner Lo Toney joins for more on what to expect out of earnings this week. Plus, a number of new reports are out on Facebook this morning ahead of the company’s earnings slated for after the bell. Platformer Editor Casey Newton, who has access to the documents providing the basis of the new reports, joins the conversation for more on Facebook’s headwinds. Also, CNBC’s Phil LeBeau is here with the story on Hertz ordering 100,000 Tesla Model 3 vehicles. Next, Fast Company Editor-in-Chief Stephanie Mehta joins on the magazine’s November issue unpacking Amazon and its broadening reach ahead of the company’s earnings report this week. And later, Mizuho Securities Managing Director Vijay Rakesh is here to share why he is downgrading semiconductors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Social Media Stocks Stumble, Intel CEO on the Quarter & Robinhood’s Gamification of Stocks
    Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple’s new privacy changes on the company. We also cover Intel’s stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal’s potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company’s quarterly performance. Later, Evercore ISI Head of Internet Research Mark Mahaney is here for more on Snap and social media’s stumble today. Then, CNBC’s Ylan Mui joins with the story on the Consumer Financial Protection Bureau taking on Big Tech. And also, The New Yorker Contributor Charles Duhigg joins to discuss Robinhood and gamification ahead of the company’s earnings next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • PayPal’s Pinterest Interest, WeWork Makes its Market Debut & Big Tech’s Geopolitical Pull
    Our anchors kick off today’s show with the details on PayPal exploring an acquisition of Pinterest. Then, CNBC’s Phil LeBeau covers Tesla’s earnings beat reported last night. Plus, we cover WeWork finally going public today two years after its failed IPO. Then, Eurasia Group President Ian Bremmer joins to discuss the power of Big Tech today. Next, Bow Capital Founder and WeWork Board Member Vivek Ranadive joins to speak about WeWork’s market debut today. And later, Greycroft Venture Partner and Former Pinterest Executive Kamran Ansari is here to talk about PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    42 min
  • Breaking Down Netflix Earnings, iPod Inventor Talks Hardware & PayPal Explores Pinterest Acquisition
    Our anchors start off the show with CNBC’s Julia Boorstin covering Netflix’s earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech’s hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analyst Ben Kallo is here to talk Tesla ahead of the company’s earnings slated for after the bell. Also, we cover Adobe’s online shopping forecast for the 2021 holiday season and hear from the company’s Digital Experience Executive Vice President on the numbers. And later, MKM Partners’ Rohit Kulkarni joins for more on PayPal’s potential acquisition of Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    46 min
  • First Bitcoin Futures ETF Makes its Debut, What to Expect from Netflix Earnings & Breaking Down Apple’s “Unleashed” Event
    Our anchors start off today’s show with the announcements out of Apple’s “Unleashed” event yesterday, including new chips. Then, CNBC’s Kate Rooney joins to discuss the first-ever Bitcoin futures ETF making its debut today. Next, CNBC’s Bob Pisani is here to talk crypto, trading and gamification after his conversation with SEC Chair Gary Gensler this morning. Also, CNBC’s Julia Boorstin brings us the details from her conversation with Netflix Co-CEO Reed Hastings at the Milken Institute Global Conference. Then, Bank of America’s Nat Schindler joins to talk more Netflix ahead of earnings slated for later today. Plus, we have Cowen Analyst Krish Sankar and The Verge Editor-in-Chief Nilay Patel to share their thoughts on Apple after the company’s new product announcements. Also, CNBC’s Jon Fortt brings us his conversation with Jason Sudeikis on the digital era of content. And later, CNBC’s Deirdre Bosa shares news that Instacart will be acquiring Caper AI in its largest acquisition ever. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Tracking Facebook’s Fallout, What to Expect from Apple’s “Unleashed” Event & Bakkt CEO on Going Public via SPAC
    Our anchors start off the morning with the latest street calls on streaming companies Netflix and Disney. Then, Pacaso Co-Founder Spencer Rascoff joins to give his take on the latest headlines out of Facebook as we continue to track the company’s fallout. We also have The Wall Street Journal’s Joanna Stern on what to expect from Apple’s “Unleashed” event slated for later today. Plus, CNBC’s Mike Santoli is here to talk today’s tech movers. Also, Bakkt CEO Gavin Michael joins us live from the New York Stock Exchange as the digital asset platform makes its public debut via SPAC. Next, CNBC’s Julia Boorstin gives us more on Facebook as a second whistleblower testifies to UK Parliament today. And later, we cover a letter sent to Amazon CEO Andy Jassy by five members of Congress questioning whether Amazon executives misled them during a prior investigation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Investor Concerns for Q4, Bitcoin Hits 60K & Roblox CEO on the Metaverse
    Our anchors start off this Friday morning with skepticism from the street on tech earnings for the fourth quarter. Then, RBC Capital Internet Analyst Brad Erickson joins on his latest note to talk the risks ahead for names like Facebook. Plus, we cover Bitcoin hitting 60K for the first time since mid-April as the SEC prepares to approve several Bitcoin ETFs. Next, Roblox Founder and CEO David Baszucki joins following the company’s new feature launches from its annual developers conference yesterday. Later, we speak with Margins Editor Ranjan Roy on winners and losers in the supply chain crunch. We also cover the controversy surrounding Dave Chappelle’s new Netflix special this week. And to wrap up Hispanic Heritage Month we take a look at representation in the media space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Today’s Nasdaq Rally, Lebron James’ Production Company Hits $725 Million Valuation & GitLab CEO on Market Debut
    Our anchors start off the show with Fundstrat’s Tom Lee to give his take on market as the Nasdaq rallies by more than 1 percent. Next, SpringHill Company CEO and Lebron James’ business partner Maverick Carter joins as the company sells a minority stake and hits a $725 million valuation. We also cover Shopify’s new partnerships with Microsoft and Oracle to help businesses streamline their operations. Later, The Markup Editor-in-Chief Julia Angwin joins on her latest article detailing how Amazon preferences its own products in its search results. Also, CNBC’s Kate Rooney brings us the details on this year’s record amount of venture capital funding. And later, GitLab Co-Founder and CEO Sid Sijbrandij joins live from the Nasdaq as the company makes its market debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min

About TechCheck

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Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media…

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