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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:
    C3 AI CEO Tom Siebel on Results, Disney Launches Ad-Supported Tier & HashiCorp CEO Dave McJannet on Q3 Performance 12/08/22 Dec 08, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Frank Holland covering the start of the “Salesforce World Tour” in New York City as CEO Marc Benioff delivers his keynote. Then, Bespoke Investment Group Co-Founder Paul Hickey weighs in on small-cap tech, and C3 AI CEO Tom Siebel breaks down the enterprise software provider’s latest results. Next, Wall Street Journal reporter Tim Higgins breaks down the impact of Elon Musk’s Twitter takeover on Tesla, and our Julia Boorstin looks at Disney Plus launching its new ad-supported tier. Later, CNBC’s Kayla Tausche reports on states banning TikTok on government devices, and HashiCorp CEO Dave McJannet joins after beating the Street in Q3. 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 'Wednesday' Creators on Reimagining 'The Addams Family' 12/7/22 Dec 07, 2022
    Show notes

    CNBC's Carl Quintanilla speaks to Al Gough and Miles Millar, creators, showrunners and executive producers of Netflix’s ‘Wednesday.’ They discuss how the series reimagines beloved ‘Addams Family’ member Wednesday as an angst-filled teenager, and how the show uniquely explores the notorious misanthrope's experiences at a supernatural boarding school all while navigating her emerging psychic abilities. The creators also open up about working with famed director Tim Burton, how the Netflix experience compares to their work on television mega-hit ‘Smallville’ and the unique challenges for storytellers developing and running a show in a streaming era. Recorded 11/25/22 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    MongoDB CEO Dev Ittycheria on Earnings Beat, Fmr. Theranos President Sunny Balwani Awaits Sentencing & SentinelOne CEO Tomer Weingarten on Q3 Results 12/7/22 Dec 07, 2022
    Show notes

    Our anchors begin today’s show with MongoDB CEO Dev Ittycheria discussing the software firm’s latest earnings, and CNBC’s Steve Liesman breaks down new data on investor sentiment from the All-America Economic Survey. Then, Oppenheimer Managing Director Jason Helfstein weighs in on regulatory headwinds affecting Meta, and CNBC’s Kate Rooney shares new reporting on life behind the scenes at FTX. Next, CNBC’s Kristina Partsinevelos breaks down the top Nasdaq movers of the morning, and Bank of America Managing Director Vivek Arya offers his outlook for domestic chip production following President Biden’s visit to TSMC’s construction site in Arizona. Later, CNBC’s Scott Cohn covers the upcoming sentencing of Former Theranos President Sunny Balwani, and SentinelOne Co-Founder and CEO Tomer Weingarten joins on the cybersecurity firm’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Breaking Down Salesforce’s C-Suite Shake-Up, The Case for Growth Tech & President Biden Visits TSMC’s Arizona Construction Site 12/06/22 Dec 06, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the divergence in small-cap and mega-cap tech. Then CNBC’s Steve Kovach breaks down Microsoft offering Sony a 10-year deal for “Call of Duty” to be available on PlayStation if the company’s acquisition of Activision gets approved. Next, Cohesity CEO Sanjay Poonen weighs in on Salesforce’s C-suite shake-up, and New Street Advisors Group Founder and CEO Delano Saporu offers his outlook for growth tech. Later, CNBC’s Kristina Partsinevelos reports on President Biden traveling to visit chipmaker TSMC’s construction site in Arizona, and Bernstein Managing Director Stacy Rasgon joins to discuss the broader supply chain landscape for semiconductors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Bear Case Scenarios for Amazon, Circle CEO Jeremy Allaire on Reversing Decision to Go Public & Ghana Hosts Africa’s First-Ever Bitcoin Conference 12/5/22 Dec 05, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Steve Kovach and Seema Mody covering reports that Apple might be planning to accelerate production away from China. Then, Satori Fund Founder Dan Niles offers his outlook for cloud computing and software stocks, and Big Technology newsletter author Alex Kantrowitz discusses layoffs across big tech. Next, Jefferies analyst Brent Thill joins with a bear case scenario for Amazon, and CNBC’s Kristina Partsinevelos breaks down the Nasdaq’s top movers of the morning. Later, Circle CEO Jeremy Allaire explains why the crypto company called off its deal to go public, and CNBC’s MacKenzie Sigalos reports live from Africa’s first-ever Bitcoin conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    PagerDuty CEO Jennifer Tejada on Earnings, Smartsheet CEO Mark Mader on Q3 Results & Defense Tech Start-Up Anduril Reaches $7 Billion Valuation 12/2/22 Dec 02, 2022
    Show notes

    Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel discussing layoffs across tech, and CNBC’s Kate Rooney reports on the Department of Justice asking for an independent probe into the bankruptcy of FTX. Next, we talk Q3 results with PagerDuty CEO Jennifer Tejada and Smartsheet CEO Mark Mader, and our Julia Boorstin covers cost cutting measures affecting private companies on CNBC’s Disruptor 50 list. Later, Oculus Founder Palmer Luckey joins after Anduril, his defense technology start-up, reached a $7 billion valuation with a new funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Salesforce Co-CEO Bret Taylor to Step Down, VMware CEO Raghu Raghuram on Multi-Cloud Strategy & Pure Storage CEO Charles Giancarlo on Earnings Beat 12/01/22 Dec 01, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Frank Holland covering Salesforce’s latest earnings as Co-CEO Bret Taylor announces plans to leave the software company. Then, CNBC’S Kate Rooney recaps FTX Founder Sam Bankman-Fried’s comments on the crypto exchange’s collapse at the New York Times DealBook Summit, and Microsoft Executive Vice President of Cloud & AI Scott Guthrie discuses innovations across the cloud sector. Next, CNBC’s Kristina Partsinevelos breaks down the latest wave of cost cuts and layoffs across tech, and VMware CEO Raghu Raghuram explains his multi-cloud strategy. Later, CNBC’s Ylan Mui brings us the latest headlines as the Senate Agriculture Committee holds a hearing on FTX, and Pure Storage CEO Charles Giancarlo discusses the data storage firm’s latest earnings beat and guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    ServiceNow CEO Bill McDermott Shares Cloud Outlook, HPE CEO Antonio Neri on Latest Results & Intuit CEO Sasan Goodarzi on Earnings Beat 11/30/22 Nov 30, 2022
    Show notes

    Our anchors begin today’s show with ServiceNow CEO Bill McDermott sharing his outlook for software as we kick off day three of Cloud Week, and CNBC’s Dom Chu breaks down the Street’s expectations ahead of Fed Chair Jerome Powell’s speech on the economy this afternoon. Then, HPE CEO Antonio Neri breaks down the enterprise edge-to-cloud company’s Q4 results, and Intuit CEO Sasan Goodarzi joins after delivering stronger-than-expected earnings. Next, our Julia Boorstin reports on Disney buying Major League Baseball’s remaining stake in streaming firm BAMTech, and CNBC’s Diana Olick covers Airbnb partnering with several major landlords to allow tenants to list their apartments. Later, CNBC’s Kate Rooney covers the shutdown of crypto exchange Bitfront, and CNBC’s Seema Mody looks at the impact of Covid lockdown protests in China on the broader markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Elon Musk Takes Aim at Apple, AWS CEO Adam Selipsky on Cloud Outlook & Breaking Down Internet Activism in China 11/29/22 Nov 29, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Steve Kovach and Bernstein analyst Toni Sacconaghi discussing Elon Musk taking aim at Apple’s relationship with Twitter. Then, our Julia Boorstin recaps Disney CEO Bob Iger’s town hall meeting with employees. Next, venture capital firm WndrCo Founding Partners Jeffrey Katzenberg and Sujay Jaswa join for a closer look at Iger’s return and the shifting media landscape, and our Jon Fortt shares highlights from his Cloud Week interview with Amazon Web Services CEO Adam Selipsky. Later, Emily Parker, author of “Now I Know Who My Comrades Are,” offers her perspective on internet activism in China, and CNBC’s Ylan Mui reports on a potential resolution to avert a nationwide rail strike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Covid Lockdown Protests Sweep Across China, BlockFi Reportedly Plans to File for Bankruptcy & Appian CEO Matt Calkins Kicks Off Cloud Week 11/28/22 Nov 28, 2022
    Show notes

    Our anchors begin today’s show with CNBC’s Eunice Yoon reporting on rare protests in China over the country’s “Zero Covid” approach, and CNBC’s Steve Kovach looks at companies with high exposure to China moving lower to start the morning. Then, Destination Wealth Management CEO and Founder Michael Yoshikami joins after naming Apple, Amazon and Disney as some of his top long-term picks, and CNBC’s Frank Holland breaks down sales forecasts for Cyber Monday. Next, Adobe Vice President of Growth Marketing & Insights Patrick Brown discusses e-commerce trends for the holiday season, and we circle back to the demonstrations in China with experts Gordon Chang and Ann Lee. Our Julia Boorstin also breaks down underwhelming box office numbers from Thanksgiving weekend, and CNBC’s Kate Rooney covers crypto lender BlockFi’s reported plans to file for bankruptcy. Later, enterprise software company Appian Founder & CEO Matt Calkins shares his outlook to kick off our annual Cloud Week. 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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