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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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TechCheck+ Google vs Google: The internal struggle holding back its AI 3/1/24

TechCheck+ Google vs Google: The internal struggle holding back its AI 3/1/24

Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses.  The missteps have put Google back on t…

00:13:12  |   Fri 01 Mar 2024
Bull vs. Bear at Google 2/27/24

Bull vs. Bear at Google 2/27/24

The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership.

00:21:33  |   Tue 27 Feb 2024
Sam Altman Owns A Piece of Reddit 2/23/24

Sam Altman Owns A Piece of Reddit 2/23/24

Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now.

00:17:37  |   Fri 23 Feb 2024
TechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24

TechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24

Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an…

00:13:56  |   Fri 23 Feb 2024
FTX Wants to Sell Its Anthropic Stake 2/22/24

FTX Wants to Sell Its Anthropic Stake 2/22/24

Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups. 

00:03:29  |   Thu 22 Feb 2024
Retail Investors Buy The Dip 2/15/24

Retail Investors Buy The Dip 2/15/24

When tech stocks fell this week, retail investors came in buying.

00:03:20  |   Thu 15 Feb 2024
An AI Love Story 2/14/24

An AI Love Story 2/14/24

Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the sto…

00:13:06  |   Wed 14 Feb 2024
Bezos, Zuckerberg Sell Stock 2/12/24

Bezos, Zuckerberg Sell Stock 2/12/24

Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large.

00:11:52  |   Mon 12 Feb 2024
7 Trillion Reasons 2/9/24

7 Trillion Reasons 2/9/24

OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find oursel…

00:12:03  |   Fri 09 Feb 2024
Goodbye, Bard! Google’s Gemini Rebrand.

Goodbye, Bard! Google’s Gemini Rebrand.

Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI.

00:10:35  |   Thu 08 Feb 2024
Alibaba & Chinese Stocks in Freefall 02/07/24

Alibaba & Chinese Stocks in Freefall 02/07/24

What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way Chin…

00:12:39  |   Wed 07 Feb 2024
Neumann, Old Job? 2/6/24

Neumann, Old Job? 2/6/24

Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that? 

00:12:36  |   Tue 06 Feb 2024
Semi-Charmed stocks 2/5/24

Semi-Charmed stocks 2/5/24

Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.

00:08:03  |   Mon 05 Feb 2024
Meta & The Push For Cash in Tech 2/2/24

Meta & The Push For Cash in Tech 2/2/24

A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to share…

00:12:33  |   Fri 02 Feb 2024
The Ipos You Want Vs. The Ipos You Get 2/1/24

The Ipos You Want Vs. The Ipos You Get 2/1/24

It’s a two-track IPO market. Why the weakest are going public as the strong stay private.

00:16:11  |   Thu 01 Feb 2024
Google Cracks 1/31/24

Google Cracks 1/31/24

Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry. 

00:04:07  |   Wed 31 Jan 2024
Tech grows, everything else… slows 01/30/24

Tech grows, everything else… slows 01/30/24

The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. compani…

00:14:34  |   Tue 30 Jan 2024
Google Challengers 1/29/24

Google Challengers 1/29/24

Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the ne…

00:12:05  |   Mon 29 Jan 2024
TechCheck+ The headset wars: Why it's Apple's to lose 01/26/24

TechCheck+ The headset wars: Why it's Apple's to lose 01/26/24

Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of…

00:09:21  |   Fri 26 Jan 2024
Musk, Altman Taylor & Billions of Dollars 1/26/24

Musk, Altman Taylor & Billions of Dollars 1/26/24

Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups.

 

00:17:44  |   Fri 26 Jan 2024
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