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
- 10 minutes
- Episodes
- 638
- Years Active
- 2023 - 2025
Meta eyes AI-powered ad growth 7/29/25
Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell.
Spotify’s AI advertising potential 7/28/25
Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.
Apple’s China turnaround, and Tesla’s new chips deal 7/28/25
New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new $16.5B chip deal between Tesla and Samsung.…
Apple’s AI strategy in focus 7/25/25
A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in the iPhone maker’s Q3 earnings, and whethe…
Broadcom Boosted by Google's AI Spend 7/24/25
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback a…
How Oracle could benefit from OpenAI's data center ambitions 7/22/25
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback a…
Nvidia's H20 China delays, plus the rise of AI companions 7/21/25
Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its restart there, including cancelled orders and supply c…
Impact of Nvidia’s return to China 7/18/25
Impact of Nvidia’s return to China
Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to greenlight the export of its H20 chips to China.…
How European tariffs could backfire on U.S. chipmaking plans 7/16/25
Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in advanced chip manufacturing, the only compa…
Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April…
Cracks in the AI productivity bull case 7/11/25
Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected.
Nvidia's next catalysts after $4 trillion milestone 7/9/25
After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the c…
Meta poaches top Apple AI researcher 7/8/25
Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into how the cost of staffing Meta’s superinte…
How the GOP bill could slow U.S. AI innovation 7/7/25
President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's development of AI, especially as China ramps up i…
Google promotes “AI Mode” on homepage 7/2/25
The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s AI mode and how distribution will be cr…
Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25
Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s empire could be the most at risk from the fal…
Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25
Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reach…
OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25
OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance.
AI’s reasoning blind spot 6/26/25
Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping …