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TechCheck - Podcast

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.

Management Investing Technology Business Tech
Update frequency
every day
Average duration
10 minutes
Episodes
638
Years Active
2023 - 2025
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Broadcom’s $10B customer 9/5/25

Broadcom’s $10B customer 9/5/25

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means f…

00:03:55  |   Fri 05 Sep 2025
Top Tech CEO’s meet for White House dinner 9/4/25

Top Tech CEO’s meet for White House dinner 9/4/25

CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We dig into what to expect from the meeting …

00:05:34  |   Thu 04 Sep 2025
What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25

What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25

Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling could impact the AI landscape and how Apple could benefit…

00:08:43  |   Wed 03 Sep 2025
Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company doesn't need Beijing to dominate. But th…

00:05:38  |   Thu 28 Aug 2025
Defense tech startups and VCs on government equity stakes 8/26/25

Defense tech startups and VCs on government equity stakes 8/26/25

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyon…

00:05:58  |   Wed 27 Aug 2025
China risks loom over Nvidia print 8/27/25

China risks loom over Nvidia print 8/27/25

Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report. 

00:04:40  |   Tue 26 Aug 2025
Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of…

00:07:29  |   Mon 25 Aug 2025
Google search remedies loom 8/21/25

Google search remedies loom 8/21/25

Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actually help the tech giant. 

00:05:15  |   Thu 21 Aug 2025
Google unveils new Pixel phones 8/20/25

Google unveils new Pixel phones 8/20/25

Google unveiling a new line of its Pixel phones at their annual “Made by Google” event in Brooklyn. We dig into what the new devices tell us about the state of the AI-integration race. 

00:03:41  |   Wed 20 Aug 2025
Softbank’s $2B Intel Investment 8/19/25

Softbank’s $2B Intel Investment 8/19/25

Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration considers a 10% stake in the chipmaker. 

00:10:43  |   Tue 19 Aug 2025
Hollywood’s high-stakes AI moment 8/18/25

Hollywood’s high-stakes AI moment 8/18/25

The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hollywood’s increasingly complicated relationship with t…

00:04:33  |   Mon 18 Aug 2025
Trump administration eyes Intel stake - Reports 8/15/25

Trump administration eyes Intel stake - Reports 8/15/25

Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would mean and how it came to be just days after Trump…

00:06:54  |   Fri 15 Aug 2025
GPT-5 spurs enterprise AI battle 8/14/25

GPT-5 spurs enterprise AI battle 8/14/25

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business. 

00:04:48  |   Thu 14 Aug 2025
China tech's lock-in to Nvidia chips 8/11/25

China tech's lock-in to Nvidia chips 8/11/25

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the indust…

00:07:10  |   Mon 11 Aug 2025
Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in …

00:07:01  |   Fri 08 Aug 2025
OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25

OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S.…

00:06:27  |   Thu 07 Aug 2025
OpenAI eyes $500B valuation deal 8/6/25

OpenAI eyes $500B valuation deal 8/6/25

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal. 

00:05:41  |   Wed 06 Aug 2025
OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25

OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency …

00:06:13  |   Tue 05 Aug 2025
Tim Cook hints at AI acquisitions 8/4/25

Tim Cook hints at AI acquisitions 8/4/25

Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key…

00:04:53  |   Mon 04 Aug 2025
CEO Tim Cook: Apple

CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25

Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround. 

00:04:36  |   Fri 01 Aug 2025
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