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
- 639
- Years Active
- 2023 - 2025
AI’s Existential Threat, Plus Amazon Prime Day Forecast 7/10/23
Sarah Silverman and other authors are suing Meta and OpenAI over claims of using their content without permission to train chatbots. It raises the question of whether copyright is an existential thre…
Special Report: All Things Tech & AI 7/7/23
CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app.
VC Funding Slump Persists, Plus Alibaba Shares Soar After Ant Group Fine 7/7/23
Despite the hype around generative AI, the funding environment for startups and VCs remains tight according to Pitchbook data. Softbank though is bucking that trend with a new investment in a Japanes…
Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage Law, Plus Amazon Faces Mounting Competition Risks from China 7/6/23
Gig economy stocks like Uber and DoorDash hit session lows after saying they're suing New York City over a law that raises delivery workers' minimum wage to $17.96/hour, nearly tripling their base pa…
Jassy Cracks Down on Studio Spending, Plus A New Potential Cloud Restriction 7/5/23
Amazon CEO Andy Jassy’s tenure has been characterized by greater fiscal discipline, and now he’s reportedly looking to streaming as a way to cut costs – taking a hard look at the finances of producin…
AI Startups Drive Dealmaking Rebound 7/3/23
AI startups saw a funding explosion this year, with more than 20 generative AI unicorns now in the landscape, according to Pitchbook data. OpenAI backer and Inflection AI co-founder Reid Hoffman disc…
AI Investing & Tech IPO's 6/30/23
In this special report, CNBC's Diedre Bosa discusses money flowing into AI, the lack of tech IPO's and the downstream impact on Bay Area real estate.
Number of AI Unicorns Surge, Plus The FTC Plans Amazon Antitrust Suit 6/29/23
AI startup Typeface announced today it raised $100 million at a $1 billion valuation. It’s the latest in a string of new AI unicorns – a bright spot amid a wider slowdown in startup funding. Plus, th…
China Narrows Gap in AI Dealmaking Race, Plus Tech IPOs Lag 6/28/23
There's a race between the U.S. and China to find AI winners at the earliest stages, and so far the U.S. has been way ahead. But China is quickly closing the gap, with Chinese AI venture dealmaking a…
AI Deal Making Heats Up, Plus AI Election Impact 6/27/23
Data is the new gold in the generative AI race - and companies want to harness the power of their own data instead of giving it to ChatGPT or another software application. That idea may be behind a f…
Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23
Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS downgraded Alphabet today to neutral fr…
Chips Act Eligibility Expands, Plus A Read on the Private Markets 6/23/23
Suppliers are now able to apply for funding under the Chips Act after the Biden administration broadened the companies that are eligible, 11 months after it became law. Plus, the CEO of Forge Global,…
AWS CEO Discusses New AI Innovation Center, Plus FTC vs. Microsoft/Activision 6/22/23
Alibaba Announces Surprise Leadership Shakeup 6/20/23
Alibaba announced this morning Chairman and CEO Daniel Zhang will be stepping down from the company, to be replaced with longtime Alibaba veterans Joe Tsai and Eddie Wu respectively. The installment …
The Next Seven 6/16/23
By now we've all heard of the Magnificent Seven - the handful of gargantuan tech stocks responsible for the majority of the market's gains. But we dug into the NEXT seven -- filled with legacy tech a…
Adobe Earnings Preview, Plus Lyft Acquisition Rumors Swirl 6/15/23
Will Adobe earnings after the bell prove it's an AI winner or loser? Bears would argue popular models like Dall-E and Midjourney undermine the company, though bulls might say Adobe represents one of …
TechCheck+ Dot Com vs. AI Mania: Comparing 1999 and 2023 6/13/23
Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on…
Intel’s New Foothold in the Chip Wars, Plus CalSTRS CIO Cautions Against Tech Rally 6/13/23
Intel is reportedly in talks with Softbank to be a strategic investor to anchor chip designer Arm’s IPO. It could be a way for Intel to work with big names like Apple, Amazon, and Meta and others on …
Meta Internal Meeting Reveals Jabs at Apple and a Twitter Competitor 6/9/23
In the battle of the titans, Apple and Meta have long been locking horns on products, privacy, and now the new era of headsets. In leaked audio from an internal all-hands meeting, there were reports …
Tech’s Return to Office Tactics 6/8/23
Three different approaches may be emerging for how tech companies are trying to lure employees back into the office. Google – which had been using carrots like a Lizzo concert, is instead shifting to…