TechCheck
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TechCheck episodes

  • SentinelOne CEO Tomer Weingarten on Cybersecurity, Finding Value in Crypto Exchanges & Instagram Unveils New Features 3/31/22
    Our anchors begin today’s show with CNBC’s Eamon Javers reporting on a small business advocacy organization financed by Google and Amazon, and GGV Capital Managing Partner Jeff Richards weighs in on the current market volatility. Next, SentinelOne CEO Tomer Weingarten discusses the findings of new research from the cybersecurity firm alleging vulnerabilities in the Microsoft Azure cloud computing platform. Then, Electric Capital Co-Founder and Managing Partner Avichal Garg shares his insight on investment opportunities in crypto exchanges, and our Julia Boorstin covers a series of features rolling out on Instagram. Later, CNBC’s Phil LeBeau looks at an EV company targeting ride-hail and last mile delivery drivers with a new lease model. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Micron’s Earnings Beat the Street, HashiCorp CEO Dave McJannet on Enterprise Spending & Fraud Concerns Surrounding the Metaverse 3/30/22
    Our anchors begin today’s show covering chipmaker Micron’s earnings beat with Piper Sandler Senior Research Analyst Harsh Kumar, and CNBC’s Dom Chu looks at Apple aiming for its 12th consecutive day of gains. Then, Bessemer Venture Partners’ Byron Deeter weighs in on the cloud sector, and CNBC’s Robert Frank breaks down how President Biden’s billionaire tax could lead some publicly traded businesses to go private. Next, our Julia Boorstin profiles the Street’s outlook on Disney, and software firm HashiCorp CEO Dave McJannet offers insight on enterprise spending and the company’s performance since its December IPO. Later, CNBC’s Steve Kovach discusses video game publisher Activision Blizzard’s agreement to settle a sexual harassment lawsuit against the company, and CNBC’s Kristina Partsinevelos reports on fraud and security concerns surrounding the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Department of Justice Endorses New Tech Antitrust Legislation, District of Columbia Attorney General Karl Racine on Grubhub Lawsuit & Finding Value in the Streaming Space 3/29/22
    Our anchors begin today’s show breaking down where to find opportunity in tech stocks with Cambria Investment Management Co-Founder and CIO Meb Faber. Then, our Julia Boorstin covers the Department of Justice endorsing new antitrust legislation targeting big tech firms, and District of Columbia Attorney General Karl Racine discusses his lawsuits against Amazon and Grubhub. Next, our Julia Boorstin returns with the results of a new report detailing growing pressure on Netflix, and Mark Asset Management Founder and Managing Partner Morris Mark weighs in on the streaming space. Later, CNBC’s Kate Rooney looks at Bitcoin’s rebound, and Loop Capital Markets analyst Laura Champine shares insight on e-commerce platform Etsy after downgrading the stock and lowering her price target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    44 min
  • President Biden Unveils 2023 Budget, Apple’s ‘Best Picture’ Oscar & Cloudflare CEO Matthew Prince on Cybersecurity 3/28/22
    Our anchors begin today’s show with CNBC’s Ylan Mui sharing details from President Biden’s newly released 2023 budget proposal, and Morgan Stanley Head of Global Auto Research Adam Jonas joins for a look at Tesla’s tumultuous start to 2022. Then, Bespoke Investment Group Co-Founder Paul Hickey shares insight on the relationship between rising rates and tech stocks, and our Julia Boorstin discusses Apple becoming the first streaming platform to win ‘Best Picture’ at the Academy Awards. Next, cybersecurity firm Cloudflare CEO Matthew Prince offers his take on the state of the sector amid the Russia-Ukraine conflict, and Wall Street Journal markets reporter Gunjan Banerji elaborates on her latest reporting about a change in tech investing behavior driven by the ongoing volatility in the market. Later, CNBC’s Robert Frank highlights the tax impact Biden’s budget could have on some of the country’s top tech CEOs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    37 min
  • TechCheck+ "Super Pumped" Showrunner Beth Schacter 3/25/22
    CNBC’s Carl Quintanilla chats with Beth Schacter – Showrunner and one of the Executive Producers of “Super Pumped: The Battle for Uber” – on his digital series “Binge” for an in-depth conversation about what drew her to the script, how she and the writers approached telling Uber’s story, the star-studded cast of Joseph Gordon Levitt, Uma Thurman, and Kyle Chandler, and what the creators want audiences to walk away with. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
    for information about our collection and use of personal data for
    advertising.
    20 min
  • The European Union’s Big Tech Crackdown, Invesco Global Head of ETFs Anna Paglia on Semi Stocks & Streaming Services Take Center Stage at the Oscars 3/25/22
    Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel breaking down the impact of new European Union tech regulations on Apple, and Bank of America analyst Wamsi Mohan weighs in on reports that the company is developing a hardware subscription service. Next, Invesco Global Head of ETFs Anna Paglia shares her insight on increased investor interest in semiconductor stocks, and CNBC’s Dom Chu covers a series of growth stocks bouncing back from their lows earlier this month. Then, Neuberger Berman Portfolio Manager Jason Tauber joins to discuss his bullish position on Uber, and CNBC’s Steve Kovach offers a look at how the market could react to the EU’s latest big tech rules. Later, our Julia Boorstin reports on the potential for a streaming service to win ‘Best Picture’ at the Academy Awards on Sunday, and our Carl Quintanilla recaps his interview with “Super Pumped: The Battle for Uber” Showrunner and Co-Executive Producer Beth Schacter for a deeper dive into the corporate drama. 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
  • Spotify’s New Payment Deal with Google, Investment Opportunities Amid Software’s Turnaround & Instacart CEO Fidji Simo on Quick Commerce 3/24/22
    Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then, Evercore ISI Director of Internet Research Shweta Khajuria discusses her thoughts on investing in video streaming service Roku. Later, our Deirdre Bosa recaps her recent interview with Instacart CEO Fidji Simo as the delivery company announces plans to build out a network of warehouses to fulfill grocery orders in 15 minutes. 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
  • GlobalFoundries CEO Thomas Caulfield on Domestic Chip Manufacturing, CrowdStrike Co-Founder Dmitri Alperovitch on Cybersecurity & Intercom CEO Karen Peacock on Consumer Engagement 3/23/22
    Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches, and Index Ventures Partner Nina Achadjian offers insight on the state of the IPO market. Later, our Julia Boorstin breaks down headwinds affecting Facebook’s user base and advertising, and customer communications platform Intercom CEO Karen Peacock discusses consumer engagement and unveils a series of new innovations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    advertising.
    39 min
  • TechCheck+ Sequoia Capital’s Shaun Maguire on Crypto-Focused Fund 3/22/22
    TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    advertising.
    29 min
  • Previewing Nvidia’s Investor Day, Robinhood Releases New Cash Cards & ConsenSys Founder and CEO Joseph Lubin on Blockchain Technology 3/22/22
    Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports on Disney outlining plans to address the fallout from its response to Florida’s “Don’t Say Gay” Bill. Next, CNBC’s Kristina Partsinevelos reports on Nvidia ahead of the start of the chipmaker’s Investor Day, and Bernstein Senior Semiconductors Analyst Stacy Rasgon offers additional insight on what to expect from the event. Then, CNBC’s Frank Holland covers cybersecurity as the White House warns Russia could expand digital attacks against the U.S., and CNBC’s Kate Rooney discusses trading platform Robinhood announcing cash cards and savings accounts for customers. Later, blockchain start-up ConsenSys Founder and CEO Joseph Lubin joins after the company’s valuation doubled following its latest funding round, and our Julia Boorstin returns for a look at NBCUniversal’s push to compete with Meta and Google for advertising market share. 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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