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TechCheck - 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.

Management Investing Technology Business Tech
Update frequency
every day
Average duration
10 minutes
Episodes
638
Years Active
2023 - 2025
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The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22

The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22

Our anchors begin today’s show with CNBC’s Bob Pisani explaining why the tech sector could stage a comeback in 2023, and Optimize Advisors CIO Mike Khouw shares his top picks for the year ahead. Late…
00:43:33  |   Fri 30 Dec 2022
The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22

The Bull Case for Netflix, What to Expect from the Metaverse in 2023 & Top Fintech Picks for Next Year 12/29/22

Our anchors begin today’s show with Mark Asset Management CEO and Managing Partner Morris Mark explaining why Netflix and Disney are his top picks for 2023. Then, CNBC’s Steve Kovach covers what to e…
00:42:57  |   Thu 29 Dec 2022
Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22

Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22

Our anchors begin today’s show with GFM Focus Investing Co-Founder Anand Batepati sharing his bull case for Chinese tech stocks. Then, CNBC’s Steve Kovach and Cowen Managing Director Krish Sankar off…
00:43:16  |   Wed 28 Dec 2022
Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22

Tesla Takes a Tumble, Big Tech vs. the Regulators & China Tech Stocks Bounce 12/27/22

Our anchors start today’s show with a check on Tesla as shares continue to drop sharply. Then, New Street Advisors Group Founder Delano Saporu joins to discuss where he’s finding opportunity in today…
00:43:37  |   Tue 27 Dec 2022
An Ugly End of the Year for Tech, Naming Microsoft a Top Pick in the New Year & Zscaler CEO on the State of Cybersecurity  12/23/22

An Ugly End of the Year for Tech, Naming Microsoft a Top Pick in the New Year & Zscaler CEO on the State of Cybersecurity 12/23/22

Our anchors kick off today’s show with Matrix Asset Advisors CIO David Katz to discuss why he’s bullish on tech despite an ugly 2022 for the sector. We also speak to Oppenheimer Analyst Timothy Horan…
00:42:32  |   Fri 23 Dec 2022
uTube Clinches Rights to NFL Sunday Ticket, FTX Founder Sam Bankman-Fried Extradited to U.S. & Finding Opportunities in Fintech  12/22/22

uTube Clinches Rights to NFL Sunday Ticket, FTX Founder Sam Bankman-Fried Extradited to U.S. & Finding Opportunities in Fintech 12/22/22

Our anchors begin today’s show with Evercore ISI Head of Internet Research Mark Mahaney explaining his decision to cut price targets on Amazon and Alphabet, and CNBC’s Steve Kovach reports on YouTube…
00:44:18  |   Thu 22 Dec 2022
Finding Value in E-Commerce, The State of Big Tech Regulations & What to Expect from Disney in 2023 12/21/22

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

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 …
00:43:02  |   Wed 21 Dec 2022
What to Expect from Amazon’s Holiday Season, Wedbush Initiates Coverage Across Software & Finding Top Chip Picks for 2023 12/20/22

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

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 o…
00:44:27  |   Tue 20 Dec 2022
Nasdaq Volatility Continues Into Year-End, Citi Names Amazon Top 2023 Pick & Cowen Calls Take-Two Interactive Best Idea in Gaming 12/19/22

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

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 softwa…
00:44:02  |   Mon 19 Dec 2022
Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb  12/16/22

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

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 j…
00:44:04  |   Fri 16 Dec 2022
Tech Roiled by Market Sell-off & Finding Top Chip Stocks for 2023 12/15/22

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

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 …
00:50:11  |   Thu 15 Dec 2022
Finding Value in the Cloud, Goldman Sachs Names Uber Top 2023 Pick & Cloudflare CEO Matthew Prince Shares Cybersecurity Outlook 12/14/22

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

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…
00:43:14  |   Wed 14 Dec 2022
New FTX CEO John J. Ray III Testifies Before the House Financial Services Committee 12/13/22

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

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.
01:00:09  |   Tue 13 Dec 2022
Thoma Bravo Buys Coupa, Cowen Names Netflix Top Large-Cap Pick & Finding Fintech Plays for 2023 12/12/22

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

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 Yos…

00:42:43  |   Mon 12 Dec 2022
TechCheck+ Netflix's 'The Playlist' Creative Team on Spotify's Story 12/09/22

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

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 …

00:17:09  |   Fri 09 Dec 2022
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

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

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-prof…

00:42:54  |   Fri 09 Dec 2022
C3 AI CEO Tom Siebel on Results, Disney Launches Ad-Supported Tier & HashiCorp CEO Dave McJannet on Q3 Performance 12/08/22

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

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…

00:44:13  |   Thu 08 Dec 2022
TechCheck+ Netflix's 'Wednesday' Creators on Reimagining 'The Addams Family' 12/7/22

TechCheck+ Netflix's 'Wednesday' Creators on Reimagining 'The Addams Family' 12/7/22

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’ mem…

00:12:12  |   Wed 07 Dec 2022
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