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.
- Update frequency
- every day
- Average duration
- 9 minutes
- Episodes
- 640
- Years Active
- 2023 - 2025
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 away from acquiring marketing software …
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 be sharing about security incidents, an…
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 tech industry. A friendlier deal environm…
TechCheck+ 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 and latest, monster quarter. But the la…
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 making it one of the most valuable star…
TechCheck+ Figma CEO Dylan Field 6/26/24
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 unfair distribution advantage. It comes a…
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 being steered to customers alternative,…
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 also doubled down on the narrative that he…
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 semiconductor ETFs like NVDL and SOXL, …
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 immediate action is needed to protect young p…
TechCheck+ 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 form of.... the iPhone. Even the stock, o…
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 the leaders. Its edge is its 2.2 billio…
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 the leaders. Its edge is its 2.2 billio…
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 information. But after some of the othe…
TechCheck+ 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 America. It’s the most visible sign yet o…
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 more than $12 million. Hosted by the promi…
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 calling for a $15B buyback after pushing succ…
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 that he diverted Nvidia AI chips reserved f…
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 more loyal to audio services than video …