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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:
    Amazon Strikes a Deal with MGM, ZipRecruiter CEO on Direct Listing Today & Exclusive with Intuit CEO Post-Earnings May 26, 2021
    Show notes

    CNBC’s Julia Boorstin joins the anchors to discuss the deal of the day: Amazon buying MGM for $8.45 billion. Then, The Verge’s Editor-in-Chief Nilay Patel joins to break down the deal further. CNBC’s Wilfred Frost live from the New York Stock Exchange provides updates on the ongoing Senate Banking Committee Hearing. Then, CNBC’s Julia Boorstin returns to interview Clear CEO Caryn Seidman-Becker with Clear coming in at number 19 on CNBC’s Disruptor 50 List. We also have an exclusive interview with Intuit CEO Sasan Goodarzi after the company reported its earnings yesterday. Later, ZipRecruiter CEO Ian Siegel joins to discuss the company’s direct listing today. Plus, CNBC’s Kate Rooney has the latest details on the crypto craze and 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.


    CNBC’s Disruptor 50 List Debuts Today, Amazon and MGM Deal in the Works & Discord CEO Jason Citron May 25, 2021
    Show notes

    CNBC’s Julia Boorstin kicks off today’s show by discussing CNBC’s Disruptor 50 list out today. Then, CNBC’s Kate Rooney has the details on VC valuations hitting a record high in the first quarter. We also hear from 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale on cryptocurrencies and the broader tech sector. Then, Mizuho Managing Director Gregg Moskowitz talks about his most recent note initiating Adobe with a buy rating. Recode Senior Editor Peter Kafka joins us to discuss the $9 billion Amazon and MGM deal currently in the works. CNBC’s Julia Boorstin re-joins the anchors later to interview Discord CEO Jason Citron with Discord coming in at number 3 on this year’s Disruptor 50 list. Then, our anchors cover the latest on Intel with Pat Gelsinger reaching 100 days as CEO. And has dogecoin inspired you to get a Shiba Inu dog? Don’t miss coverage of the cryptocurrency’s impact on this breed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Apple vs. Epic Closing Arguments, Latest on the Chip Shortage & CNBC’s First NFT May 24, 2021
    Show notes

    Fundstrat Global Advisors’ Tom Lee joins us this Monday morning to talk about his latest research note and share his thoughts on the tech sector and crypto market. Then, New York Times Contributor and Pivot Co-Host Kara Swisher is back to help break down the Apple vs. Epic Trial with closing arguments going on today. CNBC’s Ylan Mui live from Micron’s manufacturing plant in Virginia has the story on the latest efforts to fix the semiconductor shortage. Later, CNBC’s Julia Boorstin previews CNBC’s annual Disruptor 50 List set to release tomorrow. Then, the auction is underway for CNBC’s first NFT benefitting Autism Speaks and the Council for Economic Education. And later, Bernstein Senior Research Analyst Toni Sacconaghi joins us to chat about Apple vs. Epic’s impact on Apple’s stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Two Exclusive Interviews with Microsoft CEO Satya Nadella and Snap CEO Evan Spiegel, Plus Tim Cook’s Apple vs. Epic Testimony May 21, 2021
    Show notes

    Microsoft CEO Satya Nadella joins us in an exclusive interview this Friday morning to discuss the company’s plans for returning to work. Then, CNBC’s Josh Lipton gives us fresh updates on the Apple vs. Epic trial with Apple CEO Tim Cook taking the stand today. Later, Snap CEO Evan Spiegel joins us in an exclusive interview following Snap’s latest product and feature announcements from its 2021 Partner Summit. CNBC’s Deirdre Bosa has the latest details on WeWork after the company reported a quarter one loss of over $2 billion ahead of its upcoming SPAC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Crypto’s Comeback, Jam City CEO and Myspace Co-Founder Chris DeWolfe & Robinhood Allowing Investors to Buy IPOs May 20, 2021
    Show notes

    CNBC’s Mike Santoli joins us to talk the divergence in trading. Then, Morgan Stanley’s Head of Global Auto & Shared Mobility Research Adam Jonas shares his thoughts on how to value Tesla now that it’s caught up in the crypto craziness. Later, we hear from KeyBanc Managing Director John Vinh on his latest note upgrading Nvidia to overweight. Then, Pinboard Founder Maciej Ceglowski joins us to break down crypto’s latest moves and Elon Musk’s involvement. CNBC’s Julia Boorstin has a First on CNBC interview with Jam City CEO and Myspace Co-Founder Chris DeWolfe on his most recent venture. We also hear from CNBC’s Kate Rooney on Robinhood allowing investors to buy into IPOs. And later, CNBC’s Seema Mody explains Cathie Wood’s classification of Deere as a tech company.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    The Crypto Crash, Barclays Chairman of Global Internet Banking on the Tech Sell-Off & Google’s President of Commerce on I/O Latest May 19, 2021
    Show notes

    Barclays Chairman of Global Internet Banking Bob Peck joins us this morning to talk tech volatility, IPOs and SPACs. Then, Google President of Commerce Bill Ready chats about Google’s latest announcements from its I/O developer conference. Later, we hear from Margins Co-Author Ranjan Roy on the crypto crash with Bitcoin falling to its lowest levels since January. The drop influenced by Elon Musk’s recent tweets on crypto’s environmental impact and a cryptocurrency crackdown in China. Then, CNBC’s Julia Boorstin covers Jefferies’ bullish outlook for Netflix. And CNBC’s Kate Rooney has the details on Coinbase’s drop lower amid the cryptocurrency craziness. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    How to Play Tesla and EV Stocks, Top E-commerce Picks & Apple’s Delicate Dance with the Chinese Government May 18, 2021
    Show notes

    Defiance ETFs Chief Investment Officer and Tesla Shareholder Sylvia Jablonski joins us to chat about how to play Tesla after investor Michael Burry revealed a $530 million short on the stock. She also shares her thoughts on the EV space at large. CNBC’s Dom Chu tells you what to watch in cryptocurrency after Bitcoin bounced back this morning, only to turn lower as the day progressed. Also, New Enterprise Associates Venture Partner Ben Narasin shares his e-commerce picks in light of Walmart’s earnings report this morning. Later, CNBC’s Julia Boorstin gives us the latest details on Amazon looking to make an offer to buy MGM. CNBC’s Kate Rooney then takes us into the world of Wall Street Bets and covers the trending stocks in that space. Also, we hear from New York Times reporter Jack Nicas on his latest story covering Apple’s compliance with the Chinese government – including details on censorship, data sharing and banning apps. Later, Bank of America Semiconductor Analyst Vivek Arya joins us to share his top picks in the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Mega Media Merger, Cryptocurrency Craze & a Twitter Subscription Service in the Works May 17, 2021
    Show notes

    NYT & CNBC Contributor Kara Swisher joins us this Monday morning to talk about the media merger between AT&T’s WarnerMedia and Discovery. She also shares her thoughts on Twitter’s pending subscription service, Twitter Blue. Then, SV Angel Founder Ron Conway joins us to chat about cryptocurrency amid large swings in the crypto market and Elon Musk’s impact. Later, CNBC’s Julia Boorstin gives us more details on the media merger and how it benefits both companies. Also, we update you on the Bill and Melinda Gates divorce. And later, CNBC’s Mike Santoli covers what you need to know about media stocks in light of this morning’s merger. Also, CNBC’s Josh Lipton has the latest details on the Apple vs. Epic trial, which continues this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Disney’s Streaming Subscriber Miss, Airbnb CEO Post-Earnings & The Latest on Ghost Kitchen Start-Ups May 14, 2021
    Show notes

    CNBC’s Julia Boorstin joins us to break down Disney’s latest earnings report. The company reporting an earnings beat, but a miss on subscribers and revenue yesterday. Then, Needham Managing Director Laura Martin gives her take on Disney and other FAANG names amid tech’s volatile run. CNBC’s Deirdre Bosa speaks with Airbnb Co-Founder and CEO Brian Chesky in a First on CNBC interview to break down the company’s earnings report and outlook as the economy reopens. Then, CNBC’s Kate Rooney gives us the scoop on Coinbase, which released its first earnings report since going public, and Dogecoin’s price boost after Elon Musk vows to work with Dogecoin developers to improve efficiency. Later, CNBC’s Kate Rogers has the latest details on a ghost kitchen start-up initiated by a group of former Uber executives. And then, Lazard Managing Director Dennis Berman focuses on the rise of digital subscriptions in light of Disney’s subscriber miss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Bitcoin Bust, Applovin CEO on Earnings & the Buzz on Bumble with CEO Whitney Wolfe Herd May 13, 2021
    Show notes

    Founder of Bespoke Investment Group Paul Hickey joins us to chat about Apple and the broader tech sector. Then, CNBC’s Josh Lipton seeks out opportunity amid the dip in tech stocks. Later, Applovin CEO Adam Foroughi breaks down the company’s first earnings report since going public - the stock seeing a drop since its IPO in mid-April. And we get into all the latest details behind bitcoin’s big tumble since Elon Musk suspended cryptocurrency payments for Tesla cars, citing environmental concerns. Julia Boorstin also brings us Bumble Founder and CEO Whitney Wolfe Herd to discuss the company’s latest earnings report and outlook in what many are calling the upcoming “summer of love” as pandemic restrictions continue to ease. And CNBC’s Dom Chu zeroes in on the most crowded stocks outlined in a UBS note today. We also get to our Deirdre Bosa, who is breaking the news on Masterclass securing its latest funding round today. 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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