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
What Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24
Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign…
- TechCheck
The Battle Over TikTok’s Algorithm 4/24/24
At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats…
- TechCheck
Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24
Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both…
- TechCheck
Big Tech’s Capital Return Opportunity 4/22/24
This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six…
- TechCheck
Google’s Culture Shift 4/19/24
Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what…
- TechCheck
The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24
: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and…
- TechCheck
Ranking in Silicon Valley 4/17/24
The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech…
- TechCheck
Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24
Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several…
- TechCheck
Apple and Tesla’s Parallels 4/15/24
Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that…
- TechCheck
Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24
Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat…
- TechCheck
Andy Jassy’s Balancing Act 4/11/24
The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that…
TechCheckTechCheck+ Flow Co-Founder Adam Neumann 4/11/24
Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy…
TechCheckTechCheck+ Google Cloud CEO Thomas Kurian 4/10/24
A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But…
- 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…