TechCheck

Latest Episodes:

Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22 Dec 21, 2022

Show notes

Our anchors begin today’s show with Plexo Capital Founding Managing Partner Lo Toney discussing the e-commerce landscape for 2023, and MoffettNathanson analyst Sterling Auty joins with his top picks in software. Then, we take a deep dive into the state of big tech regulations with CNBC’s Ylan Mui and Platformer News Founder Casey Newton. Later, CNBC’s MacKenzie Sigalos covers FTX Founder Sam Bankman-Fried’s return to the U.S. to face criminal charges, and Wells Fargo analyst Steven Cahall outlines his favorite media stocks for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22 Dec 20, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli covering the market’s reaction to the Bank of Japan shifting policy on yields, and Big Technology newsletter author Alex Kantrowitz weighs in on what to expect from Amazon this holiday season. Then, KBW Managing Director Sanjay Sakhrani discusses Apple’s investments in fintech, and Wedbush analyst Taz Koujalgi joins after initiating coverage on software names including CrowdStrike, MongoDB and Okta. CNBC’s Steve Kovach also covers the ongoing battle between Meta and the FTC over antitrust concerns. Later, we dive into a pair of top chip picks for 2023 with Cowen Managing Director Krish Sankar and Needham analyst Rajvindra Gill. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq Volatility Continues Into Year-End, Citi Names Amazon Top 2023 Pick & Cowen Calls Take-Two Interactive Best Idea in Gaming 12/19/22 Dec 19, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the Nasdaq’s volatility heading into year-end, and Wedbush Securities Managing Director Sahak Manuelian offers his outlook for software and semiconductors. Then, CNBC’s Steve Kovach covers Elon Musk’s latest Twitter poll on whether he should step down as the platform’s CEO, and “Margins” Editor Ranjan Roy discusses opportunities ahead for Meta. Next, Citi Managing Director Ron Josey joins after naming Amazon his top Internet pick for 2023, and CNBC’s Kate Rooney reports that FTX Founder Sam Bankman-Fried plans to surrender himself to U.S. extradition. Later, Wall Street Journal reporter Gunjan Banerji discusses the state of retail trading, and Cowen Managing Director Doug Creutz explains why he named Take-Two Interactive his top gaming idea for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22 Dec 16, 2022

Show notes

Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures General Partner Dharmesh Thakker weighs in on the current environment for M&A. Later, Cowen analyst Kevin Kopelman explains why he named Airbnb his best idea for online travel in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Roiled by Market Sell-off & Finding Top Chip Stocks for 2023 12/15/22 Dec 15, 2022

Show notes

Our anchors begin today’s show with NorthmanTrader Founder Sven Henrich offering his insight on the Fed announcing another 50-basis-point rate hike. Then, we cover Jefferies downgrading Snap to hold with our Julia Boorstin and the analyst behind that call, Brent Thill. Next, CNBC’s Steve Kovach looks at the big tech names hit hardest by this morning’s sell-off, and Satori Fund Founder Dan Niles weighs in on the turbulence roiling the markets. We also take a deep dive into the impact of Elon Musk’s Twitter takeover on Tesla with FullCycle Founder and Managing Partner Ibrahim AlHusseini and Oppenheimer analyst Colin Rusch. Later, Morgan Stanley analyst Joseph Moore and Cowen analyst Matthew Ramsay outline their top semiconductor stocks for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22 Dec 14, 2022

Show notes

Our anchors begin today’s show with CNBC’s Mike Santoli offering his thoughts ahead of another potential rate hike from the Fed this afternoon, and Wilmington Trust Head of Investment Strategy Meghan Shue discusses value opportunities in the cloud. Then, Goldman Sachs Managing Director Eric Sheridan joins after naming Uber his top pick for 2023, and CNBC’s Steve Kovach explains why millions in profits from Apple’s App Store could be at risk from a new EU law targeting big tech. Later, Former Commodity Futures Trading Commission Chairman Timothy Massad weighs in on crypto regulations, and Cloudflare CEO Matthew Prince shares his take on the broader cybersecurity sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New FTX CEO John J. Ray III Testifies Before the House Financial Services Committee 12/13/22 Dec 13, 2022

Show notes

We spend today’s show covering new FTX CEO John J. Ray III testifying before the House Financial Services Committee on the crypto exchange’s collapse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thoma Bravo Buys Coupa, Cowen Names Netflix Top Large-Cap Pick & Finding Fintech Plays for 2023 12/12/22 Dec 12, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Liesman covering New York Fed data showing a decline in one-year inflation expectations, and Destination Wealth Management CEO and Founder Michael Yoshikami discusses M&A opportunities in tech. Then, Cowen analyst John Blackledge joins after naming Netflix his top large-cap pick for 2023, and CNBC’s Kate Rooney looks at the latest in crypto as FTX Founder Sam Bankman-Fried gets set to testify tomorrow before the House Financial Services Committee. Later, Former Tesla Board Member Steve Westly discusses Elon Musk’s Twitter takeover, and Mizuho Managing Director Dan Dolev outlines his top picks across fintech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Netflix's 'The Playlist' Creative Team on Spotify's Story 12/09/22 Dec 09, 2022

Show notes

CNBC's Carl Quintanilla breaks down the story of Spotify with the creative team behind Netflix series 'The Playlist' for the latest episode of digital interview series 'Binge.' Lead Writer Christian Spurrier and Director-Creator Per-Olav Sørensen share the challenges and extensive research involved in telling a story that's still unfolding, how Spotify co-founder and CEO Daniel Ek inspired the show's lead character, and why the tech founder fixture has captivated Hollywood producers and audiences alike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTC Sues to Block Microsoft’s Purchase of Activision, DocuSign CEO Allan Thygesen on Earnings & Procore CEO Tooey Courtemanche on Enterprise Software Demand 12/9/22 Dec 09, 2022

Show notes

Our anchors begin today’s show with CNBC’s Steve Kovach covering the FTC suing Microsoft to block the company’s acquisition of Activision-Blizzard, and our Julia Boorstin reports on another high-profile set of hearings between Meta and the FTC. Then, Verge Editor-in-Chief Nilay Patel discusses the state of tech M&A, and DocuSign CEO Allan Thygesen joins as shares surge after beating the Street in Q3. Next, BMO Wealth Management Chief Investment Strategist Yung-Yu Ma takes a deep dive into opportunities in the chip space, and we circle back to the FTC’s lawsuit against Microsoft with CNBC’s Kayla Tausche. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with the creative team behind Netflix docu-drama “The Playlist,” and construction software firm Procore CEO Tooey Courtemanche offers his outlook for enterprise demand. 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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