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PODCAST

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.

technology investing

All Episodes

00:03:50

Software Buyouts 3/8/23

TechCheck ·

2023/03/08

"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo.

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00:04:58

MORE Layoffs at Meta and Sonos As Higher-Price Case...

TechCheck ·

2023/03/07

Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to Apple and realizing the complex management blob had undermined talent, velocity and invention.” And SONOS – out with a new high-end connected speaker today. Why did it price it here in this economic environment? We talked to CEO Patrick Spence.

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00:07:42

What Musk vs AWS Tells Us About Cloud Pricing and An...

TechCheck ·

2023/03/06

Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only pay for what you use, and you use less… you’re going to pay less, and what does that do for Amazon, Microsoft, Google’s growth rates. PLUS – reports that an ARM IPO is coming to the US. A major exit for Softbank and Masa Son and a major loss for the London Stock Exchange. LISTEN UP.

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00:07:34

Semi Hot Start To The Year, Amazon HQ HOLD ON, and...

TechCheck ·

2023/03/03

Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this time in the banking world and its hitting a publicly traded stock Silvergate

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00:06:42

TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT...

TechCheck ·

2023/03/03

In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it matters for investors.

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00:06:21

The Real Story in Enterprise Spending and Cash Burn...

TechCheck ·

2023/03/02

Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest burners of all time – think Uber and Netflix and Tesla. Where burn stops burning from here.

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00:05:55

The Pressure on Salesforce and Putting The Instacart...

TechCheck ·

2023/03/01

Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has been frozen shut. Could Instacart warm it up?

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00:07:12

A TikTok Ban and Everyone’s Trying to Make an AI...

TechCheck ·

2023/02/28

What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to make an AI announcement – what’s real and what’s flextape.

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00:15:14

TechCheck+ Cleo Capital’s Sarah Kunst on black VCs'...

TechCheck ·

2023/02/28

CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. venture assets under management. The report shows that just 1% of venture capital in 2020 was managed by black investors. The two break down the report and talk about solutions to the industry’s diversity problem.

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00:04:34

The Quality Question for tech stocks, and Nvidia’s AI...

TechCheck ·

2023/02/27

Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta tech stocks, with Zoom earnings coming after the bell and a lot more software names this week. The Nasdaq 100 is coming off its worst week of the year, with unprofitable names underperforming and “quality” names holding up the best. A bright spot though? Nvidia. We look at the opportunity for Nvidia in ChatGPT, AI products, and the demand they

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00:46:53

LA Clippers Owner & Former Microsoft CEO Steve...

TechCheck ·

2023/02/17

Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally driving Bitcoin higher. Then, CNBC’s Mike Santoli looks at short sellers closing out their tech bets, and our Deirdre Bosa shares highlights from her post-earnings interview with DoorDash CEO Tony Xu. Next, our Julia Boorstin reports on the continued weakness in the ad market, and Procore CEO Tooey Courtemanche discusses the construction

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00:08:10

TechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23

TechCheck ·

2023/02/17

CNBC’s Julia Boorstin sits down with SNAP CEO Evan Siegel to discuss the increase in active users and the company’s roadmap for how it will exceed 1 billion users.

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00:44:29

Three C-Suite Perspectives on Results: Twilio CEO...

TechCheck ·

2023/02/16

Our anchors begin today’s show with CNBC’s Steve Liesman reporting on New York Fed data showing an increase in household debt, and CNBC’s Kristina Partsinevelos covers a few companies that could become profitable sooner than expected. Then, Twilio Co-Founder and CEO Jeff Lawson breaks down the enterprise software firm’s earnings sending shares higher, and our Julia Boorstin looks at quarterly results from Roku and Paramount. Next, Synopsys CEO Aart de Geus breaks down the chip designer’s latest

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00:31:47

TechCheck+ The Future of A.I. Technology & Impact on...

TechCheck ·

2023/02/15

As AI hype hits a fever pitch, CNBC's Brandon Gomez and Fahiemah Al-Ali kick off a conversation around the widespread interest in the technology with Paper co-founder and CEO Philip Cutler and 'Not a Bot' and 'AI for Anyone' founder Haroon Choudery. They discussed why tools like ChatGPT have captured the attention of mainstream audiences and how Big Tech is responding with new products, including Microsoft’s integration of ChatGPT into their 'Bing' search engine and Google’s competitor 'Bard.' Plus,

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00:43:03

Akamai CEO Tom Leighton on Earnings, Airbnb Delivers...

TechCheck ·

2023/02/15

Our anchors begin today’s show with Satori Fund Founder Dan Niles discussing whether to trust tech stocks rallying in 2023, and Akamai CEO Tom Leighton joins on the cybersecurity and cloud company’s latest earnings. Then, our Julia Boorstin previews streaming platform Roku’s results after the bell, and Canvas Ventures General Partner Mike Ghaffary weighs in on Airbnb’s valuation and performance in Q4. Later, CNBC’s Hugh Son reports on Goldman Sachs scrapping plans for a direct-to-consumer credit

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00:15:01

TechCheck+ CookUnity CEO on Creating a...

TechCheck ·

2023/02/14

CNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, closing the chef distribution gap, the company's ambitious expansion plans, and Marietti's mission to become the 'Spotify' of food delivery. They also discussed the platform's "digital-first business," and how CookUnity is working with farmers to create a sustainable model while providing critical tech layer infrastructure for both the consumer app and the

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00:44:10

Inflation Rises to Start 2023, GlobalFoundries CEO...

TechCheck ·

2023/02/14

Our anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina Partsinevelos reports on Citadel Securities disclosing a stake in crypto bank Silvergate Capital. Next, GlobalFoundries CEO Thomas Caulfield discusses the chipmaker’s Q4 earnings beat, and RSE Ventures Co-Founder and CEO Matt Higgins offers his outlook for the state of venture capital. Later, IAC CEO Joey Levin weighs in on the company’s latest

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00:44:30

Lawmakers Renew Calls for TikTok Ban, Check Point...

TechCheck ·

2023/02/13

Our anchors begin today’s show with CNBC’s Eunice Yoon covering what to expect from China’s potential reopening, and CNBC’s Arjun Kharpal reports on China’s e-commerce push in the U.S. Then, our Julia Boorstin looks at lawmakers reviving efforts to ban TikTok, and CNBC’s Rick Santelli breaks down the New York Fed’s consumer expectations survey ahead of tomorrow’s CPI report. Next, Check Point Software CEO Gil Shwed joins after the cybersecurity firm delivered a beat in Q4, and CNBC’s Frank Holland

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00:18:33

TechCheck+ NFL’s Chief Media Officer on the Future of...

TechCheck ·

2023/02/12

CNBC’s Julia Boorstin speaks with the NFL’s chief media and business officer Brian Rolapp from the Super Bowl in Arizona. Rolapp discusses this year’s big game, ratings, the league’s move to bring Sunday Ticket to YouTube, and what it all means for the future of sports streaming.

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00:43:18

Breaking Down Super Bowl Ad Spending, Expedia Group...

TechCheck ·

2023/02/10

We begin today’s show with CNBC’s Mike Santoli looking at this week’s divergence in the performance of the major indices, and our Julia Boorstin reports on ad spending for the Super Bowl this weekend. Then, Expedia Group CEO Peter Kern discusses travel demand after the travel platform posted a miss in Q4, and CNBC’s Kate Rooney covers the SEC doubling down on efforts to regulate crypto. Later, DraftKings CEO Jason Robins offers his outlook for sports betting ahead of the big game on Sunday, and

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1,148 results

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