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.
Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performance and what he’s doing now. Plus – the overall ral…
Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value of televised sports is going up. It’s in limited s…
AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster (and, attention ESG investors, greener).
Ari Emanuel and Endeavor are buying the WWE and merging it with UFC. We break down the math. Plus the most 2023 VC deal of 2023 -- investing in investing in t-bill management. Why a bunch of high-gro…
First Alibaba, now JD.com – why some of the largest Chinese tech companies are splitting up, preparing for spin-offs and IPOs of parts of their business, and what that tells us about the Chinese mark…
Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, indeed, have actively facilitated violations of U.S. law…
What happened to Amazon’s stock? It’s underperformed the S&P and its big tech peers since the start of 2020. The answer lies in what happened to its profitability during that time frame. The company …
Tech has outperformed in 2023, but Chinese tech stocks have been sitting out this rally. The $KWEB is down 8% this year. Plus – AI announcements today from Nvidia, Google and Adobe.
Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the market for tech companies and valuations tumbled. But by…
Investors in Silicon Valley Bank were wiped out; depositors were saved. But what about the investors in Silicon Valley? We look at how VCs were the major beneficiaries of the SVB backstop as the comp…
Stocks fell sharply on Wednesday – we look at how investing in tech has changed post-SVB. Plus – Foxconn has a warning for investors, and is planning a move outside of China.
A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment la…