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TechCheck episodes

  • Palo Alto Networks Surges on Earnings Beat, Incoming Kraken CEO Dave Ripley on Crypto Turbulence & Covering the Upcoming Sentencing of Elizabeth Holmes 11/18/22
    Our anchors begin today’s show with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its latest earnings. Then, Wedgewood Partners CIO David Rolfe offers his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley offers an inside look at the crypto exchange as turmoil continues to overtake the digital currency landscape. Next, Bernstein analyst Mark Shmulik weighs in on calls for layoffs at Alphabet, and CNBC’s Kristina Partsinevelos breaks down chip equipment maker Applied Materials’ recent results. Later, our Jon Fortt shares highlights from his interview with Intel Executive Vice President and data center chief Sandra Rivera, and CNBC’s Scott Cohn reports on the upcoming sentencing of Theranos Founder Elizabeth Holmes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Breaking Down Nvidia’s Q3 Earnings, Airbnb CEO Brian Chesky on Travel Demand & Sonos CEO Patrick Spence on Latest Results 11/17/22
    Our anchors begin today’s show with Needham analyst Rajvindra Gill breaking down chipmaker Nvidia’s Q3 earnings, and lodging platform Airbnb Co-Founder and CEO Brian Chesky discusses post-pandemic travel demand and price transparency for customers. Then, Sonos CEO Patrick Spence joins for a closer look at the audio equipment maker’s latest results, and our Jon Fortt shares highlights from his interview with software company Nutanix CEO Rajiv Ramaswami at CNBC’s Technology Executive Council. Later, CNBC’s Kayla Tausche reports on the Biden administration’s strategy for safeguarding access to critical products by investing in the supply chains of like-minded countries. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • IBM CEO Arvind Krishna on Demand Outlook, CoinShares CEO Jean-Marie Mognetti on Crypto Turbulence & FBI Voices Security Concerns Over TikTok 11/16/22
    Our anchors begin today’s show with IBM CEO Arvind Krishna sharing his outlook for enterprise demand, consumer spending, and M&A opportunities in an exclusive interview. Then, CNBC’s Ylan Mui reports on the House Financial Services Committee planning a hearing on the collapse of FTX, and digital asset investment group CoinShares CEO Jean-Marie Mognetti joins with his thoughts on the broader turbulence in the space. Next, MoffettNathanson analyst Michael Morton offers his take on the broader e-commerce landscape, and our Julia Boorstin covers FBI Director Chris Wray’s security concerns over TikTok. Later, we take a deep dive into the latest round of sweeping layoffs across big tech with CNBC’s Steve Kovach and RBC Managing Director Brad Erickson. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • What to Expect from Black Friday E-Commerce, Activist Investor Calls for Cost Cutting at Alphabet & Data Center Face Risks from Climate Change 11/15/22
    Our anchors begin today’s show with CNBC’s Steve Liesman breaking down new data on household debt from the New York Fed, and CommerceIQ CEO Guru Hariharan weighs in on e-commerce trends after Walmart and Home Depot beat the Street in Q3. Then, UBS Managing Director Jason Katz joins with his bull case for cybersecurity, and CNBC’s David Faber shares breaking news on activist investor TCI Fund Management calling on Alphabet to cut costs. Next, CNBC’s Kate Rooney covers the latest in the collapse of crypto exchange FTX, and our Julia Boorstin takes a deep dive into media stakes revealed by major funds ahead of today’s 13F filing deadline. Barclays analyst Mario Lu also offers his take on discretionary consumer tech stocks, and CNBC’s Diana Olick shares new reporting on the risks imposed by climate change on data centers. Later, NYU Professor Arun Sundararajan discusses the importance of building effective and diverse workforces at CNBC’s Technology Executive Council Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    50 min
  • FTX Collapse Impacts Ad Markets, CFPB Director Rohit Chopra on Crypto Regulations & Finding Value in Chips and Cybersecurity 11/14/22
    Our anchors begin today’s show with CNBC’s Steve Liesman outlining new data from the New York Fed showing rising inflation expectations, and CNBC’s Kate Rooney brings us the latest in the fallout from the collapse of crypto exchange FTX. Then, our Julia Boorstin discusses the impact of FTX’s implosion on the broader ad markets, and Consumer Financial Protection Bureau Director Rohit Chopra weighs in on regulations for digital currencies. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma shares his top picks across chips and cybersecurity, and Susquehanna analyst Mehdi Hosseini joins after upgrading chip equipment maker ASML to positive. Later, CNBC’s Frank Holland reports on corporate layoffs in focus at AfroTech, the largest Black tech conference in the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    47 min
  • Galaxy Digital CEO Mike Novogratz & Shark Tank Investor Kevin O’Leary on FTX Collapse 11/11/22
    Our anchors begin today’s show with CNBC’s Kate Rooney and crypto exchange OKX Managing Director Lennix Lai discussing FTX’s decision to file for bankruptcy. Then, Galaxy Digital CEO Mike Novogratz joins with his firm bracing to lose nearly $77 million linked to FTX, and SEC Commissioner Hester Peirce discusses ways to regulate the crypto industry. Next, FTX investor and O’Leary Ventures Chairman Kevin O’Leary discusses the platform’s collapse and his outlook for digital currencies, and Citi analyst Joseph Ayoub weighs in on what the FTX crisis means for crypto-related stocks. Later, our Julia Boorstin discusses a string of new executive departures at Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    50 min
  • October CPI Data Sends Tech Soaring, FTX CEO Sam Bankman-Fried Faces Possible Bankruptcy & Unity CEO John Riccitiello on Q3 Results 11/10/22
    Our anchors begin today’s show with Wall Street Journal reporter Gunjan Banerji breaking down October’s cooler-than-expected CPI data sending tech surging, and CNBC’s Frank Holland breaks down the WisdomTree Cloud Computing ETF’s best-ever trading day. Then, Satori Fund Founder Dan Niles weighs in on the broader market rally, and CNBC’s Kate Rooney brings us the latest on FTX as CEO Sam Bankman-Fried faces potential bankruptcy. Next, crypto exchange Bitstamp’s U.S. CEO Bobby Zagotta joins with his take on the fallout from the FTX saga. CNBC’s Mike Santoli and Wilmington Trust Head of Investment Strategy Meghan Shue also take a closer look at the Nasdaq’s gains to start the morning, and Unity CEO John Riccitiello discusses the video game software company’s Q3 results. Later, Newcomer Substack author Eric Newcomer joins for more on the collapse of FTX, and our Julia Boorstin checks in on media stocks responding positively to cooling inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    1 hr 1 min
  • Akamai CEO Tom Leighton on Q3 Results, eToro U.S. CEO Lule Demmissie on Binance-FTX Deal & Gen CEO Vincent Pilette on Earnings 11/9/22
    Our anchors begin today’s show with Production Board Founder and CEO David Friedberg covering newly announced layoffs from Meta and crypto exchange Binance’s plans to acquire rival platform FTX. Then, our Julia Boorstin takes a deep dive into Disney’s latest earnings miss, and Akamai CEO Dr. Tom Leighton joins with a look at the cybersecurity and cloud company’s performance in Q3. Next, we circle back to Disney and Meta with MoffettNathanson Co-Founder Michael Nathanson, and crypto exchange eToro’s U.S. CEO Lule Demmissie explains what the Binance-FTX deal means for the broader digital currency landscape. Later, Gen CEO Vincent Pilette joins to cover the cybersecurity company’s recent results and decision to change its name from NortonLifeLock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Microsoft Gaming CEO Phil Spencer on Holiday Season Demand, Binance Announces Plans to Buy FTX & FCC Chairwoman Jessica Rosenworcel on Media Landscape 11/8/22
    Our anchors begin today’s show with Oppenheimer analyst Martin Yang discussing the latest results from Activision and Take-Two Interactive, and Microsoft Gaming CEO Phil Spencer shares his outlook for the space heading into the holiday season. Then, Union Square Advisors Co-Founder Ted Smith weighs in on M&A opportunities in tech. Next, CNBC’s Kate Rooney delivers breaking news on crypto exchange Binance announcing plans to buy rival firm FTX, with analysis from Slow Ventures General Partner Sam Lessin and MoffettNathanson Partner Lisa Ellis. Later, our Jon Fortt shares highlights from his conversation this morning with FCC Chairwoman Jessica Rosenworcel at the Paley International Council Summit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    55 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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