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
Birkenstock & Amazon Prime Day 10/11/23
Temu: Amazon’s Rising E-Commerce Competition 10/10/23
As Amazon’s second sales event of the year kicks off, every day seems like a deal day on e-commerce apps like Temu and Shein. Temu, in particular, is far outpacing Amazon in terms of growth, and migh…
Bullish Reception for Arm Holdings 10/9/23
The chip designer Arm gained a number of bulls today as its post-debut quiet period ends, with more than 10 firms involved in underwriting the IPO initiating coverage of the company at a “buy” rating…
TechCheck+ The Valuation Reckoning: When AI Startup Darlings Hit Stratospheric Levels 10/6/23
Anthropic’s Funding Spree, Plus Antitrust Regulators on New Priorities 10/5/23
AI startups are continuing to raise money by the bucketful. This time, it’s the chatbot maker Anthropic, which is reportedly in talks to raise $2 billion from Google and other companies, giving it an…
Apple Analyst Expects Weaker iPhone Sales Ahead 10/4/23
Shares of Apple are up fractionally today despite a rare downgrade from KeyBanc - laying out an alternative view from what most analyst have been saying going into Apple's most important quarter of t…
Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23
Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data center owner about leasing space to power its own clou…
Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrust Trial 10/2/23
After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2017 as analysts continue to boost their earnings …
TechCheck+ Regulators Take On Amazon: The FTC’s Make or Break Moment 9/29/23
President Biden signaled an aggressive new agenda to curb the power of companies like Google, Amazon, Microsoft and Meta when he appointed Lina Khan, Jonathan Kanter, and Tim Wu – a trio of the tough…
A September to Forget for Tech 9/29/23
As Q3 inches to a close, tech stocks have had a rough end to the summer and a rough ride lower in September. But Apple is really the culprit, because of its oversized weighting in broader. Plus, thou…
Amazon Faces New Competition as FTC Takes Aim 9/27/23
The FTC is now targeting Amazon in a new antitrust suit, alleging it’s running an illegal monopoly, with Lina Khan saying the e-commerce giant’s tactics deprive rivals of the ability to gain customer…
Amazon Sued By FTC, 17 States Alleging Monopoly Practices 9/26/23
The FTC and 17 states filed a antitrust suit today alleging Amazon inflates online prices and overcharges sellers. The agency and FTC chair Lina Khan’s credibility are at stake in this massive case. …
Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23
Amazon is investing up to $4 billion in startup Anthropic as it looks to stake a claim in the AI arms race. Both stand to benefit: Amazon, with a buzzy customer for its custom AI chips and a minority…
TechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23
Some of the biggest, most highly-anticipated IPOs of the last few years have fallen short, burning investors who thought they were buying a technology stock. Peloton, WeWork, Blue Apron, and StitchFi…
Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Worldwide 9/22/23
Microsoft looks to be closing in on its acquisition of Activision, after regulators in the United Kingdom signaled approval. The deal might be an example of how companies can ride out the stricter re…
Cisco Strikes $28 Billion Deal for Splunk 9/21/23
Cisco’s $28 billion acquisition of Splunk signals where the company wants to go: a legacy tech hardware company trying to pivot to software and services, in a bid to help topline growth and give it h…
TechCheck+ Instacart CEO Fidji Simo 9/19/23
Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23
As more grocers begin looking to build their own delivery networks, what does that mean for Instacart’s competitive moat? The world’s largest grocery delivery platform opened trading today on the Nas…
Beware the Blockbuster IPO 9/15/23
With Arm’s successful listing and Instacart’s debut on deck, the blockbuster IPO is back. But retail investors might want to proceed with caution before buying in. Those that jumped into some of the …
Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23
Instacart today raised the price range for its upcoming IPO after Arm’s successful debut yesterday, boosting the valuation to around $10 billion dollars. But that might be little comfort to the inves…