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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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    Copyright: © 2024 CNBC

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    Latest Episodes:
    President Biden’s Executive Order Aimed at Big Tech, Benchmark General Partner Bill Gurley on Instawork’s Latest Funding Round & Exclusive Interview with SiriusXM CEO Jul 09, 2021
    Show notes

    CNBC’s Ylan Mui joins our anchors this Friday morning to cover the details of President Biden’s executive order targeting anticompetitive practices in Big Tech among other sectors. Then, Inside.com Founder and CEO Jason Calacanis joins to discuss the impact of this latest antitrust action. Calacanis, an early Robinhood investor, also shares his thoughts on Robinhood’s upcoming IPO. Next, FTC Commissioner Noah Phillips is here to further break down President Biden’s executive order and discuss antitrust regulation at large. Later, Benchmark General Partner and Instawork Investor Bill Gurley is here with Instawork CEO Sumir Meghani to discuss the company’s latest funding round. Gurley also shares his thoughts on the recent crackdown on tech companies in China. Plus, SiriusXM CEO Jennifer Witz joins CNBC’s Julia Boorstin in her first interview since taking the CEO role on January 1st. Then, CNBC’s Kate Rooney covers the performance of meme stocks and crypto, which headed in opposite directions over the past month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Google’s Antitrust Battle, Breaking News From Instacart & Take-Two CEO Strauss Zelnick on the Gaming Ecosystem Jul 08, 2021
    Show notes

    Our anchors start off the morning with the market sell-off and details on Google’s latest antitrust battle. Personal Tech Columnist from the Wall Street Journal Joanna Stern joins to break down the potential impact from this most recent lawsuit against Google. Then, CNBC’s Kate Rooney is here to highlight the impact of China’s tech crackdown on venture capital investors. Founders Fund Partner Keith Rabois joins our anchors to further discuss the implications of China’s latest moves as well as antitrust pressure in the U.S. Plus, CNBC’s Deirdre Bosa breaks news from Instacart- the company naming Facebook’s Fidji Simo as its new CEO. Bosa speaks with both Simo and current Instacart CEO Apoorva Mehta about the transition and the future of the company. Later, Take-Two Interactive CEO Strauss Zelnick joins to discuss the state of the gaming ecosystem. And don’t miss CNBC’s Kristina Partsinevelos with an update on the recent lackluster performance of meme stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Department of Defense Cancels $10 Billion JEDI Contract, Media Moguls Meet in Sun Valley & Exclusive Interview with Substack CEO Chris Best Jul 07, 2021
    Show notes

    This morning our anchors dive into the story on the Department of Defense cancelling the JEDI Contract that had pitted Microsoft and Amazon against each other. Then, Microsoft Board Member John Thompson and Rubrik CEO Bipul Sinha join to discuss the rise in ransomware cyberattacks including the latest attack affecting more than 1,000 companies across the globe. Next, we have SV Angel Founder Ron Conway share his thoughts on digital ad versus subscription-based models in online media. Plus, CNBC’s Julia Boorstin is live from Sun Valley with the latest in the media space as media moguls convene for a conference. CNBC’s Dom Chu also joins today to cover the recent performance of work from home names and where they may be headed. Later, Substack Co-Founder and CEO Chris Best joins in an exclusive interview to talk about the company’s business model and competition in the newsletter space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Didi’s Downturn, Cyberattack Hits Over 1,000 Businesses & Alight CEO on Public Debut Today Jul 06, 2021
    Show notes

    Our anchors kick off the morning with Didi’s drop lower after China removed the company from its app stores. Early Didi Investor Christian Cadeo joins to further break down the recently public company’s downturn. Then, CNBC’s Eamon Javers is here to cover the latest massive cyberattack hitting more than 1,000 businesses over the weekend. We also have Cambria Investment Management Co-Founder and CIO here to talk all things retail investing and Robinhood ahead of Robinhood’s upcoming IPO. Later, CNBC’s Eunice Yoon joins live from Beijing with more details on Didi and China’s revised rules for listings overseas. Then, Pacaso Co-Founder and Palantir Board Member Spencer Rascoff is here to further discuss regulation in both China and the U.S. Plus, we have the story on Next Door- the social network for neighbors- announcing a deal to go public via SPAC. Later, Alight CEO Stephan Scholl joins our anchors live from the NYSE to speak about his company’s public debut via SPAC today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Special Coverage of Amazon’s Transition - A Founder & CEO Like No Other, What We Learned From Robinhood’s S-1 Filing & Qualcomm’s New CEO Cristiano Amon Jul 02, 2021
    Show notes

    Our anchors present a special show today here on TechCheck diving into Amazon and Jeff Bezos’ legacy on his last day as CEO. But first, Margins Editor Ranjan Roy is here to break down what we learned from Robinhood’s S-1 filing. Then, Kleiner Perkins Chairman and Early Amazon Investor John Doerr joins our anchors to speak about the end of the Bezos era and what to expect from Amazon in the coming years as Andy Jassy takes over as CEO. Later, we also hear from Qualcomm’s new CEO Cristiano Amon on where he sees strong opportunity for growth. Then, CNBC’s Mike Santoli joins to break down how Amazon’s stock has traded over the last few years and what we can look forward to. Also, CNBC’s Julia Boorstin covers Amazon’s push into media with notable growth in three key areas. We also have the story on why shares of newly public company Didi are taking a tumble this morning. And later, CNBC’s Robert Frank covers the growth trajectory of Jeff Bezos’ fortune. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Second Half Playbook for Tech, Earnings Exclusive with Micron CEO & Astra CEO on Public Debut Today Jul 01, 2021
    Show notes

    CNBC’s Josh Lipton joins our anchors this morning from the Nasdaq in Times Square to wrap up tech’s first half of the year. Then, 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale is here to give us his second half playbook. Later, Micron CEO Sanjay Mehrotra joins our anchors in an exclusive interview after the chip company reported an earnings and revenue beat. Also, “Goliath” Author Matt Stoller is here to discuss Amazon’s call for FTC Chair Lina Khan to recuse herself from Amazon-related antitrust cases. Then, CNBC’s Julia Boorstin covers the performance of CNBC’s Disruptor 50 Index and previews upcoming IPOs to watch for. We also have Astra CEO Chris Kemp to speak about the company’s public debut via SPAC today. Plus, we preview tomorrow’s show focusing on Amazon and Bezos’ legacy as he steps down as CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Didi to Debut During IPO Rush, Slack CEO on the Future of Work & Facebook Takes on Newsletters Jun 30, 2021
    Show notes

    We kick off this morning previewing ride-hailing giant Didi’s upcoming market debut today amid an IPO rush of at least 17 companies going public. Big Ideas Ventures Managing Partner and Early Didi Investor Christian Cadeo joins to further break down the Didi IPO. Then, Slack CEO Stewart Butterfield is here to the discuss new tools the company released. Butterfield also shares his thoughts on the future of work and the hybrid work model. Later, Sequoia Partner Pat Grady is here to speak about the IPO landscape and SPAC slowdown. Also CNBC’s Julia Boorstin has the story on Facebook taking on Substack with its own newsletter feature “Bulletin.” Plus, LegalZoom CEO Dan Wernikoff joins our anchors to discuss the company’s IPO taking place at the Nasdaq today. And don’t miss Google and Microsoft calling off a truce, a double downgrade on Virgin Galactic and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Facebook Joins the $1 Trillion Club, Didi’s Upcoming Market Debut & Former CISA Director on Cybersecurity Concerns Jun 29, 2021
    Show notes

    Our anchors kick off this morning with the story on Facebook hitting a $1 trillion market cap after dodging the FTC’s antitrust complaint. We bring in Former Facebook General Counsel and Chief Privacy Officer Chris Kelly to further discuss what the antitrust dismissal means for Facebook and big tech. Then, Former Uber SVP Emil Michael joins to speak about the highly anticipated Didi IPO set for tomorrow. Also, Cathie Wood ramps up her Bitcoin ambitions with an SEC filing for a new Bitcoin ETF. Later, Former Google Executive and Neeva CEO Sridhar Ramaswamy is here to discuss his company’s ad-free search engine, which directly competes with Google. Plus, we have the scoop on Etsy’s latest acquisition driving the stock price up 7 percent yesterday. Also, CNBC’s Leslie Picker joins live from the Aspen Ideas Festival to interview Former CISA Director Chris Krebs on cybersecurity amid an uptick in ransomware attacks this past year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Bessemer Venture Partners’ Byron Deeter Gives His Take on Tech, Showdown of the $2 Trillion Companies & Crypto Crackdown Hits Binance Jun 28, 2021
    Show notes

    Bessemer Venture Partners’ Byron Deeter is here this Monday morning to share his take on investing in tech and software as the major averages are at record levels. Then, New York Times Contributor and “Sway” Podcast Host Kara Swisher joins our anchors to discuss the tech war between $2 trillion companies Apple and Microsoft. CNBC’s Meg Tirrell also has the story on shares of biotech company Intellia surging after a breakthrough in gene-editing technology. Later, Castle Island Ventures Partner and Coin Metrics Co-Founder Nic Carter joins our anchors to discuss the crypto crackdown as crypto exchange Binance faces a ban in the U.K. Then, CNBC’s Julia Boorstin has all the details on the box office making a comeback this past weekend. Plus, we have the story on Tesla recalling 285,000 cars in China due to issues with the vehicles’ cruise control system. And don’t miss CNBC’s Sal Rodriguez speak about his CNBC.com piece highlighting how much control Bytedance actually has over its app TikTok. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    C3 AI CEO’s Work-From-Home Woes, the Most Under-Owned Stocks According to Citi’s Jim Suva & Chainalysis CEO on Latest Funding Round Jun 25, 2021
    Show notes

    Our anchors start us off this morning with the scoop on cloud stocks, Tesla’s recent moves higher and Netflix’s performance this year. Then, C3 AI CEO Thomas Siebel is here to share his thoughts on work-from-home versus return to office. We also have Citi Managing Director and Senior Tech Analyst Jim Suva give his take on the most under-owned stocks post-pandemic. CNBC Senior Tech Reporter Ari Levy joins us to speak about his piece on CNBC.com highlighting the VC winners from Confluent and Doximity’s IPOs yesterday. We also have the story on Ether’s drop lower this morning after a record number of Ether options expire today. Then, Chainalysis CEO Michael Gronager joins us to discuss the company’s newest funding round bringing its valuation to $4.2 billion. Plus, we cover the latest from Didi- the company targeting a valuation of up to $67 billion in its upcoming IPO at the NYSE. 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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