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
New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24
There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk…
- TechCheck
Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24
After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing…
- TechCheck
Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24
Samsung is said to be the latest company to make a big investment in chip manufacturing in the United States. The company reportedly planning to double its…
- TechCheck
Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24
Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for…
- TechCheck
Steve Cohen’s AI Predictions 4/3/24
Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He…
- TechCheck
Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24
There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D…
- TechCheck
What’s Ahead for Apple after a Tough Quarter 4/1/24
Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative…
- TechCheck
Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24
Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new…
- TechCheck
Return of the Meme Stock? 3/27/24
A new class of meme stocks has arrived. Trump Media, or DJT, is perhaps the most divorced from fundamentals. The newly-merged SPAC closed yesterday with a…
- TechCheck
Neumann’s Bid for WeWork 3/26/24
The saga of WeWork continues. Former CEO Adam Neumann is putting in a bid, along with half a dozen financing partners, to buy the now-bankrupt co-working…
- TechCheck
Big Tech’s New Regulatory Battles 3/25/24
The European Union has now launched its first official investigations under its sweeping new competition law, the Digital Markets Act, targeting Apple, Google…
TechCheckTechCheck+ Apple Succumbs to the AI Pressure 03/22/24
Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's…
- TechCheck
What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24
The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable…
- TechCheck
Reddit’s AI Pitch 3/31/24
Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence…
- TechCheck
Jensen Huang’s Midas Touch 3/19/24
TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip…
- TechCheck
AI Race Leaderboard Reshuffled 3/18/24
Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race…
- TechCheck
Beijing Doubles Down on TikTok Sale Opposition 3/15/24
Beijing now seems unlikely to let go of TikTok's secret sauce - it's source code - saying overnight that it would oppose a forced sale. That severely limits…
TechCheckTechCheck+ Why ‘open’ AI might be more marketing than reality 3/15/24
Among developers, Meta's latest open-source large language model, the Llama 2, is the hottest thing around. Wall Street also seems to be waking up to the…
- TechCheck
The U.S. Money Invested in TikTok, Plus Reddit Readies its IPO 3/14/24
A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former…
- TechCheck
Breaking Down the Nvidia Halo Effect 3/13/24
The Nvidia halo effect is alive and well. TechCheck spoke to the founder and CEO of Together AI, a newly minted unicorn that helps developers access Nvidia…
- TechCheck
Arm Shares Face Big Test This Week 3/12/24
Shares of Arm are just fractionally higher today as its lockup period expires. That’s the 6-month period after an IPO during which insiders like early…
- TechCheck
The Fate of OpenAI’s Nonprofit Mission, Plus TikTok Ban Gains Momentum 3/11/24
There's a new, uncomfortable dynamic at OpenAI: a non-profit mission with a corporate profit motive. The recent changes at OpenAI's board underscore that -…
- TechCheck
One Year After SVB’s Collapse, Silicon Valley Still Searches for a Replacement 3/8/24
One year after the collapse of SVB, the Valley is still searching for a replacement. The bank had tailored services for early-stage companies, partnered with…
- TechCheck
OpenAI Fires Back at Elon Musk, Plus Microsoft Engineer Sounds the Alarm 3/6/24
The fight between OpenAI and Elon Musk has entered a new round. After Musk filed suit against the startup accusing it of prioritizing profits, OpenAI has fired…
TechCheckTechCheck+ Google vs Google: The internal struggle holding back its AI 3/1/24
Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses…
- TechCheck
Bull vs. Bear at Google 2/27/24
The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a…
- TechCheck
Sam Altman Owns A Piece of Reddit 2/23/24
Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now. Hosted by Simplecast, an…
TechCheckTechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24
Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity…
- TechCheck
FTX Wants to Sell Its Anthropic Stake 2/22/24
Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued…
- TechCheck
Retail Investors Buy The Dip 2/15/24
When tech stocks fell this week, retail investors came in buying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our…
- TechCheck
An AI Love Story 2/14/24
Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and…
- TechCheck
Bezos, Zuckerberg Sell Stock 2/12/24
Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could…
- TechCheck
7 Trillion Reasons 2/9/24
OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or…
- TechCheck
Goodbye, Bard! Google’s Gemini Rebrand.
Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- TechCheck
Alibaba & Chinese Stocks in Freefall 02/07/24
What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem…
- TechCheck
Neumann, Old Job? 2/6/24
Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that? Hosted by…
- TechCheck
Semi-Charmed stocks 2/5/24
Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth…
- TechCheck
Meta & The Push For Cash in Tech 2/2/24
A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today…
- TechCheck
The Ipos You Want Vs. The Ipos You Get 2/1/24
It’s a two-track IPO market. Why the weakest are going public as the strong stay private. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- TechCheck
Google Cracks 1/31/24
Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to…
- TechCheck
Tech grows, everything else… slows 01/30/24
The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500?…
- TechCheck
Google Challengers 1/29/24
Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk…
TechCheckTechCheck+ The headset wars: Why it's Apple's to lose 01/26/24
Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most…
- TechCheck
Musk, Altman Taylor & Billions of Dollars 1/26/24
Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the…
- TechCheck
Tech's 'Mass extinction event' 01/25/24
The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event…
- TechCheck
Other Netflix stories in Tech 01/24/24
Blockbuster earnings for Netflix… Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See…
- TechCheck
Google’s Moonshot Cuts 1/23/24
More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might…
- TechCheck
Tech Bubble Redux? 1/22/24
One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run…
- TechCheck
Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24
One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC…
TechCheckTechCheck+ How Bitcoin lost by winning 01/19/24
Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream…
- TechCheck
CEO says more jobs cuts are needed in 2024 01/18/24
More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting…
- TechCheck
An AI phone. And is the Shein IPO in trouble?
One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone? Hosted by Simplecast, an AdsWizz company. See…
- TechCheck
Apple, Google & “The Gatekeepers” 1/16/24
After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to…
- TechCheck
Can Nvidia run it back? 01/12/24
Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, hype and…
TechCheckTechCheck+ The AI dark horse: Why Apple could win the next evolution of the AI arms race 01/12/24
Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap tech peers, on…
- TechCheck
A different Google layoff story 01/11/24
The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of Google is…
- TechCheck
SOFTWARE’S RE-RATING – IS IT PERMANENT? 01/10/24
What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match…
- TechCheck
Why is it always Europe? 01/09/24
Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the EU. Why…
- TechCheck
AiPhone? 01/08/24
Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024. Hosted by Simplecast, an AdsWizz company…
- TechCheck
CAN ANYONE DISRUPT GOOGLE SEARCH 01/05/24
The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be…