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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.

Business Management Investing Technology Tech
Update frequency
every day
Average duration
9 minutes
Episodes
640
Years Active
2023 - 2025
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Steve Cohen’s AI Predictions 4/3/24

Steve Cohen’s AI Predictions 4/3/24

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…

00:06:34  |   Wed 03 Apr 2024
Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24

Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24

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…

00:07:04  |   Tue 02 Apr 2024
What’s Ahead for Apple after a Tough Quarter 4/1/24

What’s Ahead for Apple after a Tough Quarter 4/1/24

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…

00:08:03  |   Mon 01 Apr 2024
Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs  3/28/24

Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24

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…

00:12:12  |   Thu 28 Mar 2024
Return of the Meme Stock? 3/27/24

Return of the Meme Stock? 3/27/24

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…

00:08:14  |   Wed 27 Mar 2024
Neumann’s Bid for WeWork  3/26/24

Neumann’s Bid for WeWork 3/26/24

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…

00:06:03  |   Tue 26 Mar 2024
Big Tech’s New Regulatory Battles  3/25/24

Big Tech’s New Regulatory Battles 3/25/24

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…

00:10:40  |   Mon 25 Mar 2024
TechCheck+ Apple Succumbs to the AI Pressure 03/22/24

TechCheck+ Apple Succumbs to the AI Pressure 03/22/24

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…

00:09:16  |   Fri 22 Mar 2024
What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24

What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24

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…

00:08:07  |   Fri 22 Mar 2024
Reddit’s AI Pitch 3/31/24

Reddit’s AI Pitch 3/31/24

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…

00:08:14  |   Thu 21 Mar 2024
Jensen Huang’s Midas Touch 3/19/24

Jensen Huang’s Midas Touch 3/19/24

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 …

00:07:18  |   Tue 19 Mar 2024
AI Race Leaderboard Reshuffled 3/18/24

AI Race Leaderboard Reshuffled 3/18/24

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…

00:05:58  |   Mon 18 Mar 2024
Beijing Doubles Down on TikTok Sale Opposition 3/15/24

Beijing Doubles Down on TikTok Sale Opposition 3/15/24

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, …

00:06:48  |   Fri 15 Mar 2024
TechCheck+ Why ‘open’ AI might be more marketing than reality 3/15/24

TechCheck+ Why ‘open’ AI might be more marketing than reality 3/15/24

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…

00:10:01  |   Fri 15 Mar 2024
The U.S. Money Invested in TikTok, Plus Reddit Readies its IPO 3/14/24

The U.S. Money Invested in TikTok, Plus Reddit Readies its IPO 3/14/24

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…

00:06:37  |   Thu 14 Mar 2024
Breaking Down the Nvidia Halo Effect 3/13/24

Breaking Down the Nvidia Halo Effect 3/13/24

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…

00:04:31  |   Wed 13 Mar 2024
Arm Shares Face Big Test This Week 3/12/24

Arm Shares Face Big Test This Week 3/12/24

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…

00:07:09  |   Tue 12 Mar 2024
The Fate of OpenAI’s Nonprofit Mission, Plus TikTok Ban Gains Momentum 3/11/24

The Fate of OpenAI’s Nonprofit Mission, Plus TikTok Ban Gains Momentum 3/11/24

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…

00:07:37  |   Mon 11 Mar 2024
One Year After SVB’s Collapse, Silicon Valley Still Searches for a Replacement 3/8/24

One Year After SVB’s Collapse, Silicon Valley Still Searches for a Replacement 3/8/24

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…

00:05:26  |   Fri 08 Mar 2024
OpenAI Fires Back at Elon Musk, Plus Microsoft Engineer Sounds the Alarm 3/6/24

OpenAI Fires Back at Elon Musk, Plus Microsoft Engineer Sounds the Alarm 3/6/24

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…

00:07:17  |   Wed 06 Mar 2024
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