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
Google I/O Recap 5/10/23
Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search.
PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23
PayPal is the better profitability play, yet trails Block’s valuation by a mile. But does any of that matter when pretty much all of fintech are commodity services anyway? Plus, Amazon is offering a …
AI Threatens Ad Industry 5/8/23
Investors are trying to price in the downside stock impact of the AI boom, and advertising agencies like WPP, Omnicom Group and Publicis Groupe could be at risk. That’s after a report that Amazon is …
Block CFO & Dropbox CEO weigh in after earnings 5/5/23
Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report around its verification and compliance pro…
TechCheck+ AI Roadkill 5/5/23
You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their entire business models eviscerated by the com…
Previewing Apple Earnings Plus Big Tech At The White House 5/4/23
Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and more analysts are naming it a “can’t liv…
Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23
Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And that’s not the only company with big news …
Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23
Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest IPO of the year. Could it be the key to t…
TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23
Digging into Snap, Pinterest, and Amazon earnings 4/28/23
Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are showing advertising resilience. Plus, an …
AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23
Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in store.
TechCheck+ Google on Defense 4/21/23
Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23
Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side of the portfolio and what that will do to…
Google’s New Phone. Why? 4/19/23
CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does Google still invest in phones and physi…
Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23
A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix earnings and what else Meta is doing outside …
Samsung CONSIDERED Replacing Google Search 4/17/23
Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of course. Why ChatGPT and Bing could destabiliz…
Tesla Price Cuts & Walmart Sells Bonobos 4/14/23
Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions.
Jassy’s Letter to Amazon Shareholders 4/13/23
Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond.
Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23
Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some …
PC Demand Falls 4/10/23
CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers.