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.
Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He says the markets might actually be discoun…
There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D facilities, and instead fund manufacturing…
Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative sentiment from Wall Street continued toda…
Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new venture, plus competing with tech giants an…
A new class of meme stocks has arrived. Trump Media, or DJT, is perhaps the most divorced from fundamentals. The newly-merged SPAC closed yesterday with a nearly $8 billion market cap and is up 17% t…
The saga of WeWork continues. Former CEO Adam Neumann is putting in a bid, along with half a dozen financing partners, to buy the now-bankrupt co-working company for more than $500 million, according…
The European Union has now launched its first official investigations under its sweeping new competition law, the Digital Markets Act, targeting Apple, Google and Meta in particular. It’s a signal of…
Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's reportedly in talks to outsource key AI featur…
The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable allegations in the lawsuit, including the DOJ…
Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence was a big part of Reddit’s pitch to inves…
TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public …
Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race, potentially acting as a strong rebuke to bears who…
Beijing now seems unlikely to let go of TikTok's secret sauce - it's source code - saying overnight that it would oppose a forced sale. That severely limits the options for parent company Bytedance, …
Among developers, Meta's latest open-source large language model, the Llama 2, is the hottest thing around. Wall Street also seems to be waking up to the proposition, with the stock far outperforming…
A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former Treasury Secretary Steve Mnuchin will like…
The Nvidia halo effect is alive and well. TechCheck spoke to the founder and CEO of Together AI, a newly minted unicorn that helps developers access Nvidia server chips to train their AI models, on h…
Shares of Arm are just fractionally higher today as its lockup period expires. That’s the 6-month period after an IPO during which insiders like early investors and employees are restricted from sell…
There's a new, uncomfortable dynamic at OpenAI: a non-profit mission with a corporate profit motive. The recent changes at OpenAI's board underscore that - replacing AI researchers and specialists wi…
One year after the collapse of SVB, the Valley is still searching for a replacement. The bank had tailored services for early-stage companies, partnered with VCs, been a lender for those considered t…
The fight between OpenAI and Elon Musk has entered a new round. After Musk filed suit against the startup accusing it of prioritizing profits, OpenAI has fired back with a trove of new bombshell emai…