Shows / TechCheck
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.
Episodes
- TechCheck
AI laws on chopping block in GOP bill 6/3/25
The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that…
- TechCheck
Perplexity AI nears deal with Samsung 6/2/25
Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI…
- TechCheck
Zuckerberg & Luckey's Reconciliation 5/30/25
Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture…
- TechCheck
Nvidia's Inference Growth Engine 5/29/25
China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the…
- TechCheck
The growing disconnect in AI 5/28/25
Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model…
- TechCheck
Tariffs threaten big tech’s physical AI buildout 5/23/25
President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American…
- TechCheck
OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25
OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech…
- TechCheck
Balancing search, AI at Google I/O 5/20/25
Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its…
- TechCheck
Why Palantir, Anduril are Washington's new tech favorites 5/19/25
Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We…
- TechCheck
Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25
The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive…
- TechCheck
Trump, Cook clash over iPhones 5/15/25
President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains. Hosted by…
- TechCheck
Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25
Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI…
- TechCheck
The Gulf’s AI ambitions, and China backdoor risks 5/13/25
President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese…
- TechCheck
Gulf nations’ new role in AI race 5/12/25
President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the…
- TechCheck
TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25
"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to…
- TechCheck
OpenAI scraps for-profit plans 5/6/25
OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit…
- TechCheck
The Rise of AI Vibe-Coding 5/5/25
One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the…
- TechCheck
Big tech earnings signal tariff resilience 5/2/25
As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm…
- TechCheck
Meta, Microsoft boost AI bulls 5/1/25
AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be…
- TechCheck
TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25
Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business…
- TechCheck
AI gets caught in trade war crossfire 04/30/25
Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to…
- TechCheck
100 days in, cracks showing in Trump, tech relationship 04/29/25
The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat…
- TechCheck
Silicon Valley split on China 4/28/25
Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in…
- TechCheck
Pichai: Alphabet may offer personal robotaxis 4/25/25
Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most…
- TechCheck
What to watch in Alphabet results 4/24/25
Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around…
- TechCheck
Tesla’s ambitious robotaxi goals 4/23/25
Elon Musk reiterating his plan to launch paid, driverless Robotaxis in Austing by the end of June on the Tesla earnings call. We look at Musk’s robotaxi…
- TechCheck
DOJ Now Targeting Google’s Future, Not Just Its Past 4/22/25
Google back in court today for day two of the search remedies trial, where the DOJ is arguing that AI could help the tech giant expand its search monopoly. We…
- TechCheck
Nvidia shares slide report of new Huawei chip, Plus hints of data center pullback 4/21/25
Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI chip…
- TechCheck
Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25
Nvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look at why the…
- TechCheck
Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25
President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how…
- TechCheck
AI startups set funding records 4/14/25
As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are setting…
- TechCheck
Tech CEOs still waiting for return on Trump bet 04/11/25
Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are…
- TechCheck
Big Tech digs in on AI Capex amid tariff whiplash 4/10/25
Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for…
- TechCheck
TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25
Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI…
- TechCheck
Google's cloud strategy amid tariff turmoil 04/09/25
Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI…
- TechCheck
Tariffs threaten AI data center build 4/8/25
Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout. Hosted by…
- TechCheck
How Tariffs could threaten the AI Boom 4/4/25
Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it…
- TechCheck
Magnificent 7 stocks slide as tariffs hammer big tech
The Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps…
- TechCheck
TikTok deadline looms as Meta faces key AI test 4/2/25
Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok…
- TechCheck
OpenAI to launch open-weight model 4/1/25
OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to…
- TechCheck
Justice for the AI Wrappers 3/31/25
In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs…
- TechCheck
Meta readies for another EU fine, plus Oracle’s role in TikTok’s future 3/28/25
The European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite…
- TechCheck
Robinhood goes from meme stock to maturity 3/27/25
Robinhood made its name as the place to trade meme stocks. Now, it's looking to grow with its customers, launching a suite of new products aimed at the more…
- TechCheck
Big Tech’s AI Spending Spree & The Rise of Special Purpose Vehicles 3/26/25
After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI…
- TechCheck
Google: practical quantum applications 5 years away 3/25/25
Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the…
- TechCheck
Alphabet’s Wiz deal signals signs of life in M&A 3/24/25
Alphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets. Hosted by…
- TechCheck
The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25
AI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shifting from…
- TechCheck
Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25
Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s…
- TechCheck
Nvidia's Roadmap to Physical AI 3/19/25
Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace…
- TechCheck
Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25
Google parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz. We dig into the acquisition, which is Alphabet’s largest, and…
- TechCheck
Google expands access to AI image generator 3/17/25
Google is now expanding access to its powerful AI image generation model. We look at the buzz, and dig into new developments that show AI giants are moving to…
- TechCheck
OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25
Open AI is calling on the Trump White House to ban DeepSeek and other ‘PRC-Produced’ AI models. We look at how the Trump administration’s big tech policy could…
- TechCheck
Apple’s AI Stumbles weigh on shares 3/13/25
Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look…
- TechCheck
Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25
Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI…
- TechCheck
Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25
Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s…
- TechCheck
Manus: Overhyped or China’s second DeepSeek moment? 3/10/25
A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could…
- TechCheck
Google unveils 'AI mode' in search 3/7/25
Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’…
- TechCheck
Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25
A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice. Hosted by…
- TechCheck
Tech divided over crypto reserve 3/3/25
President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look…
- TechCheck
Megacaps enter the Quantum chip race 2/27/25
Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and…