TechCheck
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TechCheck episodes

  • Barclays Cuts Estimates on Apple, Digital Advertising Trends to Watch in 2023 & Gauging a Potential Tech Stock Recovery 1/11/23
    Our anchors begin today’s show with CNBC’s Dom Chu covering emerging themes in the Dow to start 2023, and Grasso Global CEO Steve Grasso joins with his take on Salesforce, Intel and Disney. Then, Barclays analyst Tim Long joins after cutting his estimates and price target on Apple, and Cowen Managing Director John Blackledge shares his outlook for digital advertising in the year ahead. Next, our Julia Boorstin announces that nominations have opened for CNBC’s annual Disruptor 50 list, and Lux Capital General Partner Deena Shakir looks at the latest trends in biotech. Later, CNBC’s Brandon Gomez takes a deep dive into some gig economy stocks on CNBC’s “Just 100” company rankings, and Acme Capital Founder Hany Nada discusses the potential for a recovery in tech names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    44 min
  • TechCheck+ Pay Equity with 'Girls Who Code' founder Reshma Saujani
    CNBC's Julia Boorstin and Brandon Gomez chat with 'Girls Who Code' and 'Marshall Plan for Moms' founder Reshma Saujani on the heels of JUST Capital's newly released 2023 list of 100 “most just” companies. Among the key issues identified in the U.S. across industries, paying a fair living wage remains the top-most prioritized issue for Americans for the third consecutive year. The trio will also discuss tech and other industry leaders who are addressing the wage gap through data transparency and how companies stack up when it comes to eliminating systemic barriers for hiring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    19 min
  • Medtronic CEO Geoffrey Martha on Biotech Developments, Coinbase Announces Layoffs & Novartis CEO Vasant Narasimhan Shares Health Care Outlook 1/10/23
    Our anchors begin today’s show breaking down the recent revaluation across tech stocks with CNBC’s Dom Chu and NYU Stern School of Business Professor Aswath Damodaran. Then, Medtronic CEO Geoffrey Martha discusses biotech advancements in 2023, and our Julia Boorstin explores potential catalysts for the media sector. Next, we cover crypto exchange Coinbase cutting 20% of its workforce with CNBC’s Kate Rooney and MoffettNathanson Partner Lisa Ellis. Later, Novartis CEO Vasant Narasimhan offers his outlook for health care, and CNBC’s Seema Mody reports on large institutional investors betting big on China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    44 min
  • China Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23
    Our anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC’s Steve Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern discusses China tech stocks rallying to start the year, and MKM Partners analyst Rohit Kulkarni shares his outlook for the IPO market in 2023. Later, our Julia Boorstin reports on Vince McMahon returning as CEO of WWE to explore selling the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    44 min
  • TechCheck+ Magic Leap CEO Peggy Johnson from CES on the AR revolution 1/6/23
    CNBC’s Julia Boorstin talks to Magic Leap CEO Peggy Johnson from the floor of the world's largest innovation event, the Consumer Electronic Show 2023 in Las Vegas, where the high-tech AR headset developer has a presence for the first time. Johnson discusses the announcement around certification of its flagship device, Magic Leap 2, now cleared for use in the operating room and clinical settings. They also chat about competition in the augmented reality space, drumming up wider mainstream interest in the consumer market, raising funds in the current investor landscape, and why Johnson thinks now is the time to embrace the “AR revolution.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    14 min
  • Nasdaq CEO Adena Friedman on 2023 Outlook, Amazon Unveils New Products at CES & The Trade Desk CEO Jeff Green on Digital Ad Landscape 1/6/23
    Our anchors begin today’s show with Trivariate Research Founder Adam Parker sharing his outlook for software and semis, and Nasdaq CEO Adena Friedman offers her thoughts on what to expect in the year ahead. Then, Needham analyst Bernie McTernan joins after naming Uber his top large-cap internet pick for 2023, and Amazon SVP of Devices & Services discusses the company’s latest slate of automotive tech gear. Next, The Trade Desk CEO Jeff Green weighs in on the broader environment for digital advertising, and our team debates the soaring valuation of ChatGPT creator OpenAI. Later, our Julia Boorstin covers aspects of the metaverse in focus at the Consumer Electronics Show in Las Vegas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    44 min
  • TechCheck+ Roku CEO Anthony Wood live from CES
    In a CNBC exclusive, Julia Boorstin speaks with Roku CEO Anthony Wood live from CES in Las Vegas about the launch of its own TV line, the impact from ad market headwinds, and outlook on consumer demands. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    5 min
  • A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23
    Our anchors begin today with CNBC’s Steve Liesman discussing tech layoffs and cost cuts to start 2023. Then, our Julia Boorstin kicks off the show’s coverage from the Consumer Electronics Show in Las Vegas discussing on recession concerns at the conference, and AMD CEO Dr. Lisa Su joins with her outlook for the chip space. Next, CNBC’s Kristina Partsinevelos breaks down reports that Dell could be trying to phase out all semiconductors made in China by next year, and we take a deep dive into the broader cybersecurity landscape with CrowdStrike CEO George Kurtz and CISA Director Jen Easterly. Later, Qualcomm CEO Cristiano Amon shares his thoughts on innovation in chips. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    45 min
  • Breaking Down Meta’s Resurgence, Stellantis Raises Investment in Electric Aircraft & Shopify Pushes into Digital Advertising 1/4/23
    Our anchors begin today’s show with New Age Wealth Advisors Co-Founder Todd Gordon discussing Meta’s resurgence over the past few months. Then, CNBC’s Phil LeBeau sits down with automaker Stellantis CEO Carlos Tavares and Archer Aviation CEO Adam Goldstein for a conversation on the electric aircraft industry. Next, CNBC’s Steve Kovach takes a deep dive into share buybacks at Apple, and Bespoke Investment Group Co-Founder Paul Hickey offers his top ideas for the year ahead. Later, Big Technology newsletter author Alex Kantrowitz discusses Shopify’s push into online advertising, and Ritholtz Wealth Management Managing Partner Michael Batnick joins after predicting Jeff Bezos could return as Amazon CEO in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    44 min
  • Tesla Misses Year-End Delivery Estimates, Software Stocks to Watch in 2023 & Higher Lithium Prices Raise Cost of EVs 01/03/23
    Our anchors begin today’s show with CNBC’s Phil LeBeau and New Street Research analyst Pierre Ferragu discussing Tesla missing estimates for year-end deliveries. Then, we dive into what to expect from tech stocks in 2023 with CNBC’s Mike Santoli and BMO Wealth Management Chief Investment Strategist Yung-Yu Ma, and our Julia Boorstin reports on potential social media regulations in the year ahead. Next, Morgan Stanley analyst Keith Weiss joins with his outlook for software, and CNBC’s Pippa Stevens breaks down surging prices in Lithium used for the production of electric vehicles. Later, CNBC’s Kate Rooney shares the latest in the trial of FTX Founder Sam Bankman-Fried, and CNBC’s Seema Mody covers manufacturer John Deere’s investments in robotics, drones and artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    45 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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