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
EXIT COOKIE 01/04/24
The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What…
- TechCheck
IS THE VALLEY BACK? 01/03/24
Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble…
- TechCheck
APPLE DOWNGRADE 01/02/24
Barclays warns of weakening demand for iPhones Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
- TechCheck
Best of 2023: Beware the Blockbuster IPO 12/29/23
Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution. Hosted…
- TechCheck
Best Of 2023: Apple In China 12/28/23
Apple’s China problem & opportunity… how its longtime ticket to success has become a liability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com…
- TechCheck
BEST OF 2023: TEMU’S THREAT TO AMAZON 12/27/23
How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com…
- TechCheck
Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23
A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming from a…
- TechCheck
BNLP Bloom 12/22/23
CNBC’s Kate Rooney on payments trends for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
- TechCheck
Another Huge AI Raise 12/21/23
OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season. Hosted by…
- TechCheck
Alibaba's Executive Shuffle 12/20/23
Alibaba reshuffles its executive team as rivals gain steam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection…
- TechCheck
GOOGLE SETTLES 12/19/23
Today -- Google’s new $700M antitrust settlement & changes coming to the Android ecosystem Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for…
- TechCheck
A Figma Of Adobe’s Imagination 12/18/23
Major news today out of Silicon Valley – Adobe terminating its $20 billion merger with the design software maker Figma. Today: rethinking the environment for…
TechCheckTechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23
The stigma is real. Blue bubbles for iPhone users, green bubbles for those shut out of Apple's walled garden. iMessage has been a way of locking users into the…
- TechCheck
Ai For Dummies 12/15/23
AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several models…
- TechCheck
A Warning For 2024 & Posting Cringe 12/14/23
A dovish fed… a soft landing… tech stocks are off to the races. But wrapped up in one earnings report last night — everything tech investors fear in 2024. What…
- TechCheck
The Berkshire of Tech? Really? 12/13/23
A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the CEO, the…
- TechCheck
Google, Apple & An Epic Win 12/12/23
A big blow to Google and the power of its app store. A federal jury found that Google turned its "Play Store" and billing service into illegal monopolies. What…
- TechCheck
Blue Texts are Big Business 12/11/23
Green vs blue text bubble. You know it. You probably hate it. How one startup solved the iMessage Android problem… and found itself in the middle of the fight…
- TechCheck
The Wrinkliest Story in Tech 12/8/23
Microsoft’s OpenAI deal is coming under regulatory scrutiny -- why an innovative partnership may now get a second look. Hosted by Simplecast, an AdsWizz…
TechCheckTechCheck+ The Great Rebundling: How streaming platforms are recreating what they tried to replace 12/8/23
Content overload, rising prices, and commercials. If you thought we’ve moved on from the cable bundle, think again. Streaming platforms are now recreating the…
- TechCheck
Google Gemini& Taylor Swift 12/7/23
Finally… the stock reacts. A delayed market reaction to Google’s launch of their AI model "Gemini." Today, the AI halo effect takes effect. Plus – Taylor…
- TechCheck
Reading Google's Sign 12/6/23
Google shooting for the stars today, announcing new details around its long-awaited generative AI system "Gemini.” Sundar Pichai and hitting back in the AI…
TechCheckShein’s secret sauce: How the retailer has exploded in the U.S. using a key trade loophole 12/1/23
Shein has taken America by storm. Soon, it could take Wall Street too, as it files for an IPO. Its presence in the U.S. has exploded, as it partners with some…
- TechCheck
The Generative AI Debate: Effective Altruism or Effective Acceleration? 11/30/23
More developments unfolding overnight over OpenAI’s board, with Sam Altman officially back as CEO and Microsoft now securing a non-voting board seat. We spoke…
- TechCheck
Can Jensen Huang get more popular? 11/29/23
Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024? Hosted by Simplecast, an AdsWizz…
- TechCheck
Temu VS. Shein – Winner Take All? 11/28/23
The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, filed to go…
- TechCheck
Where every day is black Friday 11/24/23
Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and Target…
- TechCheck
Openai open questions 11/22/23
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
- TechCheck
OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23
OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually…
- TechCheck
OpenAI Shockwaves 11/20/23
One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft…
- TechCheck
Elon Musk – Over The Line? 11/17/23
Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world. Hosted…
TechCheckTechCheck+ Megacaps’ Mega Deals: How big tech could be using AI investments to bankroll themselves 11/17/23
Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used to be the…
- TechCheck
Alibaba Cancels Cloud Spin 11/16/23
Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relations…
- TechCheck
AI: How Much Should it be Regulated 11/15/23
Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that process…
- TechCheck
Inside An Ai Acquisition 11/14/23
Airbnb has made a rare acquisition, its first as a public company and only its third ever, valued at close to $200 million… Why the battle for AI talent has…
- TechCheck
The XI meeting & the companies with the most at stake 11/13/23
President Biden set to meet face-to-face with China's President Xi Wednesday. Today on TechCheck, why both sides are hoping to stabilize tensions amid a…
TechCheckTechCheck+ WeWork’s end, Neumann’s return? Who’s left holding the bag, and what comes next 11/10/23
WeWork took us on a wild ride. A real estate company disguised as a tech startup, holding long-term leases and turning them around for short-term rentals. It…
- TechCheck
Chinese Companies, American Consumers 11/10/23
The APEC summit is coming to San Francisco. President Biden and China’s President Xi are set to meet next. Today, how Chinese companies continue to find ways…
- TechCheck
Softbank Shrank 11/9/23
The story of SoftBank -- This quarter should have been Masayoshi Son’s victory lap. But WeWork is back to spoil those plans as losing bets continue to weigh on…
- TechCheck
Amazon & One Medical 11/8/23
Amazon is expanding its Prime membership program… and the new perk: access to doctors, primary care physicians, for a fee. Today, a check-up on Amazon’s…
- TechCheck
WeWorks’s Final Chapter? 11/7/23
Think again! WeWork… didn’t work. It has filed for bankruptcy. The final chapter – chapter 11… or is it? The winners and losers of the WeWork saga, does Adam…
- TechCheck
Is the Outlook OK? 11/6/23
A reason to worry for the biggest tech stocks… Is growth slipping, and are investments in AI just masking the problem. Hosted by Simplecast, an AdsWizz…
TechCheckTechCheck+ Tesla and EVs in reverse: Why automakers are scaling back their green ambitions 11/3/23
Electric vehicles were supposed to be the wave of the future. Tesla and traditional automakers made big plans to invest in factories, battery manufacturing and…
- TechCheck
Reporting the SBF Trial 11/3/23
Sam Bankman Fried found guilty on all seven counts. Today – a special look-back at the blockbuster FTX trial from inside the court room… and what it MIGHT mean…
- TechCheck
Apple's China Question 11/2/23
China is Apple’s strength and, now, liability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
- TechCheck
Airbnb’s Interest Income 11/1/23
The “Airbnbust”.... that never materialized. How rising rates are actually helping the company’s bottom line. Today on TechCheck, it’s all about interest…
- TechCheck
Tech's Spookiest 10/31/23
The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks. Hosted by…
- TechCheck
An AI Debate 10/31/23
The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tech? Nilay…
- TechCheck
Amazon’s Big Three 10/27/23
Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the three that…
TechCheckTechCheck+ Apple’s China problem: how its ticket to success has become a liability 10/27/23
Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing…
- TechCheck
The Fundamentals Story 10/26/23
The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: the…
- TechCheck
Autonomous Competition, Meta & Amazon 10/25/23
More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers from…
- TechCheck
Microsoft, Alphabet & Cruise 10/24/23
What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francisco. Hosted…
- TechCheck
YIELD RISK & RETURN 10/23/23
Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley to Wall…
TechCheckTechCheck+ Netflix's side quest: A deep dive into its ambitious plans to become a gaming giant 10/20/23
Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a cloud…
- TechCheck
Big Tech Earnings – The Promise Vs. Economics Of Ai 10/20/23
It’s the eve of big tech earnings - Microsoft, Alphabet, Meta, Amazon, four of the magnificent seven, set to report next week. It’s all about the forecast…
- TechCheck
OPENAI’S “CAPPED PROFITS” STRUCTURE 10/19/23
ChatGPT-maker OpenAI is reportedly closing in on an $86 billion valuation… why it’s selling shares now… to whom… and its very unorthodox ‘capped profit’…
- TechCheck
IPOs, EXITS & AI SPEND 10/18/23
Deirdre is in the field at the Goldman Sachs Builders & Innovators Summit, where she sits down with Kim Posnett, Goldman’s Global Head of Technology, Media and…
- TechCheck
Are Layoffs Back? And Tim Cook Goes to China 10/17/23
Another round of layoffs hit the tech sector, just as they gear up for earnings season -- margin expansion versus capex expansion. Plus Tim Cook’s surprise…
- TechCheck
SPICY VS. GARPY 10/16/23
As earnings season kicks off, why tech is more important than the banks; how AI could kill the “year of efficiency;” and the spicy vs garpy mega-caps Hosted by…