TechCheck
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TechCheck episodes

  • Apple Warns of iPhone 14 Shipment Slowdown, Truist Downgrades Tech Sector & GoDaddy CEO Aman Bhutani on Q3 Results 11/7/22
    Our anchors begin today’s show with Moor Insights & Strategy CEO Patrick Moorhead discussing Apple warning of a major slowdown in iPhone 14 shipments. Then, CNBC’s Steve Kovach covers reports that Meta could be planning large-scale layoffs, and Truist Co-CIO Keith Lerner explains why he downgraded the entire tech sector. Next, Verge Editor-in-Chief Nilay Patel previews upcoming gaming earnings from Take-Two Interactive and Activision, and CNBC’s Seema Mody breaks down the top beneficiaries of investments in domestic chip manufacturing. We also take a closer look at global competition in semiconductors with “Chip War” author Chris Miller, and CNBC’s Frank Holland analyzes last week’s brutal losses for cloud stocks. Later, GoDaddy CEO Aman Bhutani takes a deep dive into the internet services platform’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • A Trio of CEOs on Quarterly Results: Twilio’s Jeff Lawson, Expedia Group’s Peter Kern & Microchip Technology’s Ganesh Moorthy 11/4/22
    Our anchors begin today’s show with Wolfe Research Managing Director Darrin Peller breaking down earnings from fintech names Square and PayPal, and Twilio Co-Founder and CEO Jeff Lawson takes a deep dive into the enterprise software firm’s latest results and guidance. Next, Expedia Group CEO Peter Kern discusses the travel platform beating the Street in Q3, and we continue our earnings coverage with Microchip Technology CEO Ganesh Moorthy. Later, our Julia Boorstin looks at shares of Warner Brothers Discovery plunging after missing on revenue for the quarter, and CNBC’s Becky Quick recaps key headlines from Tesla CEO Elon Musk’s appearance at the Baron Investment Conference in New York City. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Confluent CEO Jay Kreps on Earnings, Robinhood Beats Estimates in Q3 & Equinix CEO Charles Meyers on Latest Results 11/3/22
    Our anchors begin today’s show with Wells Fargo Chairman of Global Internet Investment Banking Bob Peck sharing his outlook for tech on the heels of yesterday’s Fed rate hike. Then, our Julia Boorstin breaks down Roku’s latest results sending shares lower, and Confluent Co-Founder and CEO Jay Kreps discusses the data management firm beating the Street in Q3. Next, CNBC’s Dom Chu covers tech names that could be at risk from more rate hikes moving forward, and CNBC’s Kate Rooney reports on trading platform Robinhood’s quarterly figures. Later, CNBC’s Ylan Mui takes a deep dive into PayPal Co-Founder Peter Thiel’s multimillion-dollar investment in the campaign of Republican Arizona Senate candidate Blake Masters, and Equinix CEO Charles Meyers joins as shares soar on the data center company’s results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • ZoomInfo CEO Henry Schuck on Q3 Results, White House Cyber Czar Anne Neuberger on Ransomware & Chegg CEO Dan Rosensweig on Earnings Beat 11/2/22
    Our anchors begin today’s show with CNBC’s Kristina Partsinevelos breaking down chipmaker AMD’s latest earnings, and CNBC’s Dom Chu analyzes several key tech stocks that have rallied and fallen since the last Fed rate hike. Next, our Julia Boorstin discusses FCC Commissioner Brendan Carr calling on the U.S. government to ban TikTok, and CNBC’s Frank Holland covers Bank of America’s double downgrade on enterprise software firm Twilio. Then, ZoomInfo Founder and CEO Henry Schuck weighs in on the software company’s latest results, and Piper Sandler analyst Harsh Kumar offers his take on the volatility affecting semiconductor stocks. Later, CNBC’s Eamon Javers shares highlights from his interview with White House Cyber Czar Anne Neuberger, and Chegg CEO Dan Rosensweig takes a deep dive into the education platform beating estimates in Q3. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Uber Beats the Street in Q3, SoFi CEO Anthony Noto on Results & Previewing AMD’s Upcoming Earnings 11/1/22
    Our anchors begin today’s show with Needham analyst Bernie McTernan discussing Uber beating the Street in Q3, and Destination Wealth Management CEO and Founder Michael Yoshikami weighs in on how to judge winning investments across big tech. Then, SoFi CEO Anthony Noto breaks down the personal finance firm’s latest results, and our Julia Boorstin reports on Disney+ testing an initiative giving subscribers access to certain Disney merchandise. Next, Goldman Sachs Managing Director Eric Sheridan explains what Uber’s Q3 means for gig economy names like Airbnb, DoorDash and Lyft, and CNBC’s Kristina Partsinevelos covers what investors should watch for as some of the biggest names in chips post earnings. Later, RXO CEO Drew Wilkerson offers a closer look at the truck brokerage business spinning off from freight transportation company XPO Logistics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Onsemi CEO Hassane El-Khoury on Earnings, Previewing Uber’s Results & Anchorage Digital Announces Partnership with Apollo Global Management 10/31/22
    Our anchors begin today’s show with CNBC’s Mike Santoli taking a deep dive into the market setup for the week ahead, and 645 Ventures Co-Founder Nnamdi Okike shares his insight on big tech’s growth story. Then, our Julia Boorstin looks at growing concerns about misinformation and hate speech on Twitter since Elon Musk bought the platform, and Onsemi CEO Hassane El-Khoury discusses the chipmaker’s Q3 results. Next, Citi Managing Director Ron Josey previews this week’s earnings from Uber and DoorDash, and CNBC’s Eunice Yoon covers reports of Foxconn employees fleeing a Covid lockdown at one of the electronics manufacturer’s plants in China. Later, Anchorage Digital Co-Founder Diogo Mónica breaks down the crypto asset platform’s new partnership with Apollo Global Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Elon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22
    Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms cutting costs by leasing less real estate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • Meta Plunges on Q3 Earnings Miss, Elon Musk Nears Twitter Deal & Previewing Apple’s Upcoming Results 10/27/22
    Our anchors begin today’s show with Julia Boorstin and Platformer News Founder Casey Newton taking a deep dive into Meta’s Q3 earnings miss and Elon Musk nearing a deal to buy Twitter. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar preview Apple’s results after the bell, and Bernstein analyst Mark Shmulik joins for a closer look at Mark Zuckerberg’s investments in the metaverse. Later, CNBC’s Kate Rooney reports on high-net-worth individuals finding buying opportunities in crypto, and CNBC’s Kristina Partsinevelos covers chipmakers that stand to benefit from increased spending on the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Microsoft and Google Sink on Results, A Deep Dive Into E-Commerce & Mobileye CEO Amnon Shashua on Today’s IPO 10/26/22
    Our anchors begin today’s show with RBC analyst Rishi Jaluria and Evercore ISI Head of Internet Research Mark Mahaney weighing in on the latest earnings and guidance from Microsoft and Alphabet. Then, our Julia Boorstin breaks down Spotify’s Q3 results, and supply chain solutions firm Manhattan Associates CEO Eddie Capel offers his outlook for e-commerce heading into the holidays. Next, Wall Street Journal Senior Personal Technology Columnist Joanna Stern takes a deep dive into Snap CEO Evan Spiegel’s recent comments on the metaverse, Apple’s privacy changes and more. Our Jon Fortt also shares highlights from his recent interview with Labor Secretary Marty Walsh and Education Secretary Miguel Cardona. Later, CNBC’s Kristina Partsinevelos discusses the latest quarterly figures from chipmaker Texas Instruments, and Mobileye CEO Amnon Shashua joins after the self-driving tech business went public on the Nasdaq. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Volatility Rattles Chinese Tech, Meta Releases Quest Pro VR Headset & Venmo Launches on Amazon 10/24/22
    Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel taking a look at what to expect when Alphabet and Microsoft report earnings after the bell. Then, Grow Investment Group Chief Economist Hao Hong offers his insight on the volatility in Chinese tech names, and our Julia Boorstin reports on the release of Meta’s new Quest Pro VR headset. Next, Mark Asset Management CEO and Managing Partner shares his bull case for Meta, and CNBC’s Frank Holland breaks down data analytics company Qualtrics’ latest results. CNBC’s Kate Rooney also covers PayPal launching access to Venmo on Amazon, and J.P. Morgan Global Head of Payments Takis Georgakopoulos weighs in on opportunities in fintech. Later, our Julia Boorstin returns to preview music streamer Spotify’s earnings this afternoon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min

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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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