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
Google Scales Back AI Search Tool 5/31/24
Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after users reported getting back questionable an…
Software’s AI Nuclear Winter 5/30/24
Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s…
OpenAI Board Member Speaks Out 5/29/24
New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now speaking out, pointing to a toxic atmosphere…
Elon Musk’s Web of Loyalists Back xAI 5/28/24
Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most loyal insiders – including venture capitalis…
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24
CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more.
AI Competition Heating Up 5/21/24
CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet research analyst at Jeffries, shares his reacti…
Microsoft & Departures from OpenAI 5/20/24
CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more.
Gen AI Startups Get Corporate 5/17/24
Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies …
TechCheck+ Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24
AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s GPT-4o and Google’s Project Astra. The news…
Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24
Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big gains in e-commerce. Could its online shop…
Google’s AI Search Overhaul 5/15/24
Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar Pichai and Google’s head of search Liz Reid o…
TechCheck+ Alphabet CEO Sundar Pichai 5/14/24
OpenAI Front-Runs Google 5/13/24
OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important develop…
TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24
Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI bre…
The Case for Staying Private 5/9/24
Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the French AI startup Mistral’s valuation trip…
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. P…
What’s Next for Uber 5/6/24
Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially as it has underperformed other gig name…
Chinese Stocks Stage Comeback 5/3/24
Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a broader market theme, the unwinding of t…
TechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24
Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous. But love it or hate it, Tesla has unlea…
Google’s Next Challenge 5/2/24
Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, es…