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TechCheck - Podcast

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.

Management Investing Technology Business Tech
Update frequency
every day
Average duration
10 minutes
Episodes
638
Years Active
2023 - 2025
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OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25

OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25

OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported pr…

00:06:57  |   Thu 22 May 2025
Balancing search, AI at Google I/O 5/20/25

Balancing search, AI at Google I/O 5/20/25

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its core search business

00:07:40  |   Tue 20 May 2025
Why Palantir, Anduril are Washington's new tech favorites 5/19/25

Why Palantir, Anduril are Washington's new tech favorites 5/19/25

Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of …

00:44:03  |   Mon 19 May 2025
Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25

Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive AI spend and the increasing focus on lean…

00:07:43  |   Fri 16 May 2025
Trump, Cook clash over iPhones 5/15/25

Trump, Cook clash over iPhones 5/15/25

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains. 

00:09:22  |   Thu 15 May 2025
Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25

Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI landscape. Plus, we walk through what to watch in…

00:07:07  |   Wed 14 May 2025
The Gulf’s AI ambitions, and China backdoor risks 5/13/25

The Gulf’s AI ambitions, and China backdoor risks 5/13/25

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech. 

00:02:39  |   Tue 13 May 2025
Gulf nations’ new role in AI race 5/12/25

Gulf nations’ new role in AI race 5/12/25

President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the region for a major investor conference. We l…

00:07:01  |   Mon 12 May 2025
TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25

TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25

"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to develop the world's most advanced quant…
00:27:11  |   Wed 07 May 2025
OpenAI scraps for-profit plans 5/6/25

OpenAI scraps for-profit plans 5/6/25

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major…

00:06:19  |   Tue 06 May 2025
The Rise of AI Vibe-Coding 5/5/25

The Rise of AI Vibe-Coding 5/5/25

One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech j…

00:06:38  |   Mon 05 May 2025
Big tech earnings signal tariff resilience 5/2/25

Big tech earnings signal tariff resilience 5/2/25

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing tri…

00:04:42  |   Fri 02 May 2025
Meta, Microsoft boost AI bulls 5/1/25

Meta, Microsoft boost AI bulls 5/1/25

AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems. 

00:06:23  |   Thu 01 May 2025
TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25

TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Cr…
00:39:25  |   Wed 30 Apr 2025
AI gets caught in trade war crossfire 04/30/25

AI gets caught in trade war crossfire 04/30/25

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is gett…

00:07:43  |   Wed 30 Apr 2025
100 days in, cracks showing in Trump, tech relationship 04/29/25

100 days in, cracks showing in Trump, tech relationship 04/29/25

The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relat…

00:06:33  |   Tue 29 Apr 2025
Silicon Valley split on China 4/28/25

Silicon Valley split on China 4/28/25

Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in Silicon Valley over the best strategy in t…

00:07:16  |   Mon 28 Apr 2025
Pichai: Alphabet may offer personal robotaxis 4/25/25

Pichai: Alphabet may offer personal robotaxis 4/25/25

Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.

00:07:17  |   Fri 25 Apr 2025
What to watch in Alphabet results 4/24/25

What to watch in Alphabet results 4/24/25

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures.

00:11:30  |   Thu 24 Apr 2025
Tesla’s ambitious robotaxi goals 4/23/25

Tesla’s ambitious robotaxi goals 4/23/25

Elon Musk reiterating his plan to launch paid, driverless Robotaxis in Austing by the end of June on the Tesla earnings call. We look at Musk’s robotaxi ambitions and why he believes Tesla has an edg…

00:05:59  |   Wed 23 Apr 2025
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