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    Technology

    TechCheck

    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 darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

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    Latest Episodes:
    Tracking Facebook’s Fallout, What to Expect from Apple’s “Unleashed” Event & Bakkt CEO on Going Public via SPAC Oct 18, 2021
    Show notes

    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 for information about our collection and use of personal data for advertising.


    Investor Concerns for Q4, Bitcoin Hits 60K & Roblox CEO on the Metaverse Oct 15, 2021
    Show notes

    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 for information about our collection and use of personal data for advertising.


    Today’s Nasdaq Rally, Lebron James’ Production Company Hits $725 Million Valuation & GitLab CEO on Market Debut Oct 14, 2021
    Show notes

    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 for information about our collection and use of personal data for advertising.


    Apple’s Supply Chain Squeeze, The Fintech Effect & SeatGeek to Go Public via Billy Beane’s SPAC Oct 13, 2021
    Show notes

    Our anchors kick off today’s show with CNBC’s Morgan Brennan tracking Blue Origin’s successful space flight this morning. Then, we cover a report that Apple could cut its iPhone 13 production targets by 10 million units due to the global chip supply shortage. Next, Wolfe Research’s Darrin Peller joins to discuss the fintech space after JPMorgan Chase reported an earnings beat this morning. Plus, we cover Amazon CEO Andy Jassy’s 100 days since taking the helm. Later, “Daring Fireball” Blogger John Gruber is here to further discuss Apple’s supply chain issues and the company’s “Unleashed” event slated for next week. Then, CNBC’s Ylan Mui joins to cover Andreessen Horowitz’s call for crypto regulation. And also, SeatGeek Co-Founder and CEO Jack Groetzinger joins as the company announces it will go public via Billy Beane’s SPAC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Is Facebook Investable?, Piper Sandler’s Top Picks in Cloud & A Crypto Nightmare Oct 12, 2021
    Show notes

    Our anchors start off the show with Bernstein Analyst Mark Shmulik on his note calling Facebook “internet’s third rail” and posing the question “is Facebook investable?” Then, we bring in Angel Investor Jason Calacanis to debate whether now is the right time to buy Facebook stock. We also cover JPMorgan Chase CEO Jamie Dimon’s latest comments on Bitcoin and this morning’s upgrades of Square and Airbnb. Later, Piper Sandler’s Brent Bracelin is here with his latest and greatest cloud tracker analysis of the 80 largest cloud software pure-plays. Then, CNBC’s Eamon Javers has the story on Coinbase customers frustrated with the company’s customer support service. And later, CNBC’s Julia Boorstin covers the results from a Catalyst-CNBC survey on the great work-life divide. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Facebook’s Fallout w/ David Sacks on Defense, Apple’s Appeal in Epic Games Case, and Checking up on the Metaverse Oct 11, 2021
    Show notes

    Our anchors are back this Monday with friend of the show Lo Toney of Plexo Capital co-hosting while Carl is out. The gang digs into the Facebook fallout after last week’s complications for the social network and Apple’s appeal of the recent epic games ruling. We then turn to CNBC’s Dom Chu for a look at today’s opportunities amid the month’s volatility in the tech sector. We’re then joined by Craft Ventures Co-Founder & early Facebook investor David Sacks who is defending the social network post-whistleblower hearing. Then, Byron Deeter of Bessemer Ventures is back to talk the momentum in software stocks so far this year. Later, CNBC.com’s MacKenzie Sigalos reports on states trying to attract Bitcoin miners. And finally, Jefferies analyst Andrew Uerkwitz says going outside is overrated…turn your focus to the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Highlights from Tesla’s Shareholder Meeting, What to Expect From Q3 Tech Earnings & Wrapping Up Facebook’s Rough Week Oct 08, 2021
    Show notes

    Our anchors kick off this Friday morning with CNBC’s Dom Chu to check in on tech’s volatile week. Then, CNBC’s Phil LeBeau is here to cover the highlights from Tesla’s annual shareholder meeting yesterday. Next, Datatrek Co-Founder Nick Colas joins to discuss what to expect from Q3 earnings for Big Tech. We also have ServiceNow CEO Bill McDermott and Celonis Co-Founder and Co-CEO Alexander Rinke on their new partnership to redefine how work flows. Later, The New Yorker Contributor Charles Duhigg is here to give his take on Tesla, saying most shareholders don’t hold on because of fundamentals, but because they believe. Plus, CNBC’s Kate Rooney is here to cover the surge of venture capital investing in Latin America. And later, New York Times Business Columnist Kevin Roose joins to talk Facebook after the company’s rough week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Bullish on Square, How to Fix Facebook & Abbott Laboratories CEO Talks Health Tech Oct 07, 2021
    Show notes

    Our anchors start off the show with CNBC’s Mike Santoli as the market rallies this morning. Then, Jefferies Analyst Trevor Williams is here to talk why he is bullish on Square. Next, we have NZS Capital Co-Founder Brad Slingerlend to discuss some of his picks in cloud, social media and cybersecurity. Later, New York Times Tech Reporter Shira Ovide joins to share ideas from her latest column “How to Fix Facebook” as the company faces backlash from lawmakers and whistleblower Frances Haugen. Plus, Abbott Laboratories CEO Robert Ford joins to discuss the company and the health tech space at large. Then, CNBC’s Yasmin Khorram is here with an update on the Elizabeth Holmes trial. And later, CNBC’s Phil LeBeau previews Tesla’s annual shareholder meeting slated for later today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Mark Zuckerberg Responds to Whistleblower’s Claims, Box CEO’s First Media Appearance Since Winning Proxy Battle & Upstart CEO on New Auto Retail Product Oct 06, 2021
    Show notes

    Our anchors kick off this morning with CNBC’s Dom Chu checking in on tech stocks as the Nasdaq makes a comeback from a steep drop earlier. Then, we cover Mark Zuckerberg’s response to whistleblower Frances Haugen’s claims. Also, Needham Portfolio Manager Chris Retzler is here to give his take on the semiconductor space. Plus, Box Co-Founder and CEO Aaron Levie joins in his first media appearance since Box won its proxy battle with activist investor Starboard. Levie also speaks to Box’s announcements today including its new malware deep scan ability for Box Shield. Later, The Wall Street Journal Tech Reporter responsible for “The Facebook Files” Jeff Horwitz and WIRED Editor-At-Large Steven Levy who knew Frances Haugen join for more on Facebook’s fallout. Plus, Upstart CEO David Girouard joins to discuss the company’s new auto retail product, which uses artificial intelligence to help prospective buyers get financing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Facebook Whistleblower Frances Haugen Testifies Before Senate Commerce Subcommittee on Consumer Protection Oct 05, 2021
    Show notes

    Our anchors have been tracking Facebook’s fallout since The Wall Street Journal published a series of articles “The Facebook Files,” detailing that Facebook knows it causes harm through its platforms. The reports were based on documents provided by whistleblower and Former Facebook Product Manager Frances Haugen who revealed her identity Sunday night on “60 Minutes.” Today, Haugen testifies before the Senate Commerce subcommittee on consumer protection following last week’s testimony by Facebook Global Head of Safety Antigone Davis. Tune in to hear our anchors’ coverage of the hearing and reactions from The Verge Editor-in-Chief Nilay Patel, Arjuna Capital Managing Partner Natasha Lamb and The New York Times Tech Correspondent Mike Isaac. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


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