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
Waymo’s Speed Bumps 8/15/24
Waymo’s self-driving cars are all over San Francisco roads. But at night, they park themselves and recently have been honking and keeping one neighborhood’s…
- TechCheck
Google’s Tries to Meet the AI Moment 8/13/24
Google’s hardware event, Made by Google, kicked off today where the megacap unveiled new AI-focused features including Gemini Live, a conversational voice…
- TechCheck
Tech’s Outsized Role in the 2024 Election 8/12/24
As election campaigning heats up, tech has been playing an outsized role in the elections. For Vice President Harris, who has deep roots to San Francisco, tech…
- TechCheck
The Megacap Startup Diet 8/7/24
GenAI startup darlings are dropping like flies. Some of the most promising are increasingly being swallowed up by megacaps as they struggle to find viable…
- TechCheck
Big Tech’s $1 Trillion Wipeout 8/5/24
The extent of the tech sell-off today has been staggering, with billions of dollars wiped out from the Magnificent 7 alone in just the first two hours of…
- TechCheck
Intel Shares Freefall on Q2 Miss, Massive Cost-Cutting Plan 8/2/24
Shares of Intel are on pace for their worst day in 50 years after a tough second-quarter result. The chipmaker also announced a massive, $10 billion…
- TechCheck
Apple Earnings on Deck: What to Watch 8/1/24
Some key themes to watch ahead of Apple earnings include signs the iPhone sales slump is coming to an end, whether new AI features will drive an upgrade cycle…
- TechCheck
JD Vance Visits Silicon Valley 7/29/24
In Palo Alto, the epicenter of tech and VC money, JD Vance is headlining a fundraiser tonight hosted by a cryptocurrency executive where tickets are going for…
- TechCheck
SearchGPT Takes on Google, Plus Tech Tumble Pressures Earnings 7/26/24
OpenAI just announced the prototype of a search engine called SearchGPT that now puts the pressure on Google, with what the startup says are more natural and…
- TechCheck
Streaming’s Role in Sports Rights, Plus Capex Concerns Weigh on Semis 7/25/24
The NBA is announcing a $76 billion TV rights deal with ESPN, Amazon and NBC Sports, essentially a snub to NBA’s longtime partner Warner Bros Discovery. We…
- TechCheck
Google’s Capex Problem, Plus Semis Drag On Market 7/24/24
One lesson from Alphabet earnings that we can expect from all megacaps this season: it's not cheap to be a hyperscaler in the age of AI. CEO Sundar Pichai told…
- TechCheck
Wiz Walks from Google Deal 7/23/24
The cloud security startup Wiz is now walking away from a monster $23B deal to be bought by Google, telling employees it'll opt instead to pursue an IPO…
TechCheckTechCheck+ AI’s trillion dollar time bomb 7/19/24
There’s a time bomb ticking in the AI space: spending is too high, and returns are too low. Megacaps like Meta, Google and Amazon have seen capex spending…
- TechCheck
Sam Altman’s $27M “lemon” 7/18/24
Something that AI apparently can't do yet: inspect your home. OpenAI founder and CEO Sam Altman might've found that out the hard way, now suing the developer…
- TechCheck
Influential VCs Turn to Trump 7/17/24
The latest in Silicon Valley to come out for former President Trump are Marc Andreessen and Ben Horowitz, two of the most influential names in the startup…
- TechCheck
JD Vance’s Silicon Valley Ties 7/16/24
Former President Trump’s newly announced running mate has longtime ties to Silicon Valley as a former venture capitalist -- but any optimism that another Trump…
- TechCheck
Exclusive with SailGP CEO Russell Coutts 7/12/24
A new, high-stakes sport is gaining traction here in the U.S. SailGP, co-founded by Oracle’s Larry Ellison, is the Formula 1 of sailing, featuring ten teams…
- TechCheck
Tesla Delays Robotaxi & Google Calls Off Deal with Hubspot 7/11/24
CNBC’s Deirdre Bosa shares details about Tesla’s delay of its robotaxi, the market impact to ride-share companies, and more. Plus, Google has reportedly backed…
- TechCheck
OpenAI’s Undisclosed Hack, Plus Threads Turns One 7/5/24
CNBC confirms that OpenAI was hacked in April of last year, and never told law enforcement or the public. It raises of question how much genAI companies should…
- TechCheck
What a Second Trump Presidency Would Mean for Tech 7/1/24
Between last week’s debate and today’s Supreme Court ruling, Silicon Valley is thinking more than ever about what another Trump presidency would mean for the…
TechCheckTechCheck+ You don’t know Nvidia 6/28/24
The world has gone crazy for Nvidia -- or at least, Wall Street has. The stock has almost single-handedly lifted the entire market due to its monster valuation…
- TechCheck
Softbank Backs Perplexity at $3B valuation 6/27/24
The Japanese tech investor Softbank is now backing Perplexity with a $10 million to $20 million fresh round of funding, valuing Perplexity AI at $3 billion and…
TechCheckTechCheck+ Figma CEO Dylan Field 6/26/24
CNBC's Dierdre Bosa is at Figma's "Config" Conference in San Francisco with Figma CEO Dylan Field. Following a regulatory block of Adobe’s $20 billion…
- TechCheck
EU Regulators Take Aim at Big Tech 6/25/24
Another major antitrust charge is coming out of the European Union today, saying that Microsoft’s bundling of Teams with other software like Office 365 is an…
- TechCheck
Apple’s AI Ecosystem: EU’s DMA Charge and Potential Meta Partnership 6/24/24
Apple is being hit with the first charge under the EU’s new Digital Markets Act, with regulators accusing the tech giant of preventing app store customers from…
- TechCheck
Softbank Back on the AI Offensive 6/21/24
As Nvidia turns lower today, Softbank's Masayoshi Son expressed regret over selling his shares too soon - a stake that would have been worth $160B today. He…
- TechCheck
Retail Investors Crowd into the Magnificent 7 6/20/24
Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged Nvidia plays through long-leveraged…
- TechCheck
Social Media Warning Labels, Plus Deepfakes’ Impact on the Election 6/17/24
The U.S. Surgeon General is now calling for a warning label to be applied to social media apps, similar to those on alcohol and tobacco products. He says…
TechCheckTechCheck+ Apple's AI killer is... the iPhone 6/14/24
Apple has now leapfrogged leaders Microsoft and Google in the high-stakes AI race by promising the first killer use of AI - a true personal assistant, in the…
- TechCheck
Apple’s AI Deal Reshuffles Rankings 6/13/24
Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged…
- TechCheck
Apple’s AI Edge 6/11/24
Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged…
- TechCheck
The AI Debut and Backlash Cycle 6/10/24
Apple just debuting its generative AI system Apple Intelligence, integrated with chatGPT that can look across your apps to retrieve, compile and take action on…
TechCheckTechCheck+ Tech for Trump: Silicon Valley investors turn against Biden 6/7/24
Silicon Valley investors held a mega fundraiser for former President Trump in the heart of San Francisco - what was once an overwhelmingly liberal bastion of…
- TechCheck
Silicon Valley’s Political Shift 6/6/24
A mega-fundraiser for former president Trump is about to kick off in the heart of San Francisco, what was once a liberal bastion of America, and could raise…
- TechCheck
Elliott Takes Aim at Softbank… Again 6/5/24
It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and…
- TechCheck
Elon Musk, Sam Altman and the Cult of the Founder 6/4/24
Elon Musk and Sam Altman are both now facing scrutiny for balancing conflicts of interest with their side ventures. Musk has now seemed to confirm a report…
- TechCheck
Spotify’s Year of Monetization 6/3/24
Spotify is hiking prices for the second time in a year, raising a premium individual plan to $11.99 a month. But not all streamflation is the equal. Users are…
- TechCheck
Google Scales Back AI Search Tool 5/31/24
Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after…
- TechCheck
Software’s AI Nuclear Winter 5/30/24
Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're…
- TechCheck
OpenAI Board Member Speaks Out 5/29/24
New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now…
- TechCheck
Elon Musk’s Web of Loyalists Back xAI 5/28/24
Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most…
- TechCheck
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24
CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more. Hosted…
- TechCheck
AI Competition Heating Up 5/21/24
CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet…
- TechCheck
Microsoft & Departures from OpenAI 5/20/24
CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more. Hosted by Simplecast, an AdsWizz company…
- TechCheck
Gen AI Startups Get Corporate 5/17/24
Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra…
TechCheckTechCheck+ Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24
AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s…
- TechCheck
Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24
Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big…
- TechCheck
Google’s AI Search Overhaul 5/15/24
Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar…
TechCheckTechCheck+ Alphabet CEO Sundar Pichai 5/14/24
Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s…
- TechCheck
OpenAI Front-Runs Google 5/13/24
OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the…
TechCheckTechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24
Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind…
- TechCheck
The Case for Staying Private 5/9/24
Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the…
- TechCheck
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll…
- TechCheck
What’s Next for Uber 5/6/24
Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially…
- TechCheck
Chinese Stocks Stage Comeback 5/3/24
Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a…
TechCheckTechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24
Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous…
- TechCheck
Google’s Next Challenge 5/2/24
Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage…
- TechCheck
Megacap Capex Soars in AI Ramp Up 4/30/24
Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments…
- TechCheck
Top Morgan Stanley Banker on IPO Pipeline 4/29/24
The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to…
TechCheckTechCheck+ The reinvention of Mark Zuckerberg 4/26/24
Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his…