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
TechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23
Silvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23
Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech. Deirdre reports, tying together the drama at…
Software Buyouts 3/8/23
"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying…
MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23
Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to A…
What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23
Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only …
Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23
Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this…
TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23
In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it m…
The Real Story in Enterprise Spending and Cash Burn 3/2/23
Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest burners of all time – think Uber and Ne…
The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23
A TikTok Ban and Everyone’s Trying to Make an AI Announcement 2/28/23
What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to make an AI announcement – what’s real and w…
TechCheck+ Cleo Capital’s Sarah Kunst on black VCs' investment dollars 2/28/23
The Quality Question for tech stocks, and Nvidia’s AI ChatGPT Opportunity 2/27/23
Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta tech stocks, with Zoom earnings coming afte…
LA Clippers Owner & Former Microsoft CEO Steve Ballmer on Artificial Intelligence & NBA Tech Initiatives 2/17/23
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally driving Bitcoin higher. Then, CNBC’s Mi…
TechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23
Three C-Suite Perspectives on Results: Twilio CEO Jeff Lawson, Synopsys CEO Aart de Geus & Toast CEO Chris Comparato 2/16/23
TechCheck+ The Future of A.I. Technology & Impact on Education 2/15/23
Akamai CEO Tom Leighton on Earnings, Airbnb Delivers in Q4 & Goldman Sachs Scraps DTC Credit Card Plan 2/15/23
Our anchors begin today’s show with Satori Fund Founder Dan Niles discussing whether to trust tech stocks rallying in 2023, and Akamai CEO Tom Leighton joins on the cybersecurity and cloud company’s …
TechCheck+ CookUnity CEO on Creating a Chef-To-Consumer Marketplace 2/14/23
Inflation Rises to Start 2023, GlobalFoundries CEO Thomas Caulfield on Earnings & Checking the State of Venture Capital 02/14/23
Our anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina Partsinevelos reports on Citadel Securities …
Lawmakers Renew Calls for TikTok Ban, Check Point Software CEO Gil Shwed on Earnings & Evercore ISI Upgrades Zillow to Buy 2/13/23
Our anchors begin today’s show with CNBC’s Eunice Yoon covering what to expect from China’s potential reopening, and CNBC’s Arjun Kharpal reports on China’s e-commerce push in the U.S. Then, our Juli…