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
Megacap Capex Soars in AI Ramp Up 4/30/24
Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments. We dig into what’s in store for Amazon …
Top Morgan Stanley Banker on IPO Pipeline 4/29/24
The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to come this year, and an even better 2025…
TechCheck+ The reinvention of Mark Zuckerberg 4/26/24
Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his fur jackets and chains. And thanks to his…
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 the public market waters are safe to wad…
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 like YouTube Shorts or Instagram Reels. B…
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 leading upstart gen AI native companies. …
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 megacaps in the last two years, with Nvidia …
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 was once an openness for employees to brin…
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 CEOs including Elon Musk, Andy Jassy and S…
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 companies during what’s turning into the mu…
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 foreign AI and cloud investments Microsoft has…
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 Tesla is laying off 10% of its workforce a…
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 with CEO Aaron Levie on how regulators…
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 CEO Andy Jassy has to walk, from investing…
TechCheck+ Flow Co-Founder Adam Neumann 4/11/24
TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24
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. The Destiny Tech100 fund has soared more …
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 partner and CEO of the VC firm Healthier …
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 total semiconductor investment in Texas to …
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 a rare interview on investing in defens…