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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.

technology investing

All Episodes

00:07:57

Walmart Takes a Page From Amazon, Plus AI Agents’...

TechCheck ·

2024/05/16

Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big gains in e-commerce. Could its online shopping gains now threaten the e-commerce king, Amazon? Plus, OpenAI’s debut of its more conversational, real-time GPT-4o model have investors now asking whether it will disrupt sectors from education technology, advertising technology, white-collar jobs and more.

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00:09:41

Google’s AI Search Overhaul 5/15/24

TechCheck ·

2024/05/15

Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar Pichai and Google’s head of search Liz Reid on what this change will mean for advertisers, publishers, and consumers.

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00:10:39

TechCheck+ Alphabet CEO Sundar Pichai 5/14/24

TechCheck ·

2024/05/14

Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s search competitor and more.

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00:05:28

OpenAI Front-Runs Google 5/13/24

TechCheck ·

2024/05/13

OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important developers’ event tomorrow, Google I/O, where the tech giant is set to outline its latest advancements in AI. Google has in the past been relatively slow to roll out its AI features to its wide base of users, so the question hanging over the event tomorrow is whether it will go all-in on gen AI, potentially at

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00:09:23

TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24

TechCheck ·

2024/05/10

Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI breakthroughs. But can an academic also pave the way for Google's genAI commercialization and monetization? Hassabis is the key to Google's lead in AI but his biggest challenge lies ahead. This week on TechCheck, the real test. Can Google and Hassabis show Wall Street, investors, and the public that it can

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00:07:02

The Case for Staying Private 5/9/24

TechCheck ·

2024/05/09

Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the French AI startup Mistral’s valuation tripling to $6 billion. It signals that companies that can raise money in the private markets will continue to do so, especially as the kind of scrutiny that goes along with being a public company is exactly what some startups and founders want to avoid.

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00:07:50

Fed “Fumble”, Disney Disappointment, and iPad...

TechCheck ·

2024/05/07

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about the future of Hollywood. And Apple unveiling its first iPads since 2022, but today’s news is only an appetizer for next month’s big event.

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00:05:57

What’s Next for Uber 5/6/24

TechCheck ·

2024/05/06

Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially as it has underperformed other gig names in the last three months? Uber, Lyft, and Airbnb are all set to report quarterly results this week for a check on the gig economy. We take you through what to expect and what’s next.

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00:05:30

Chinese Stocks Stage Comeback 5/3/24

TechCheck ·

2024/05/03

Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a broader market theme, the unwinding of the “long AI, long Japan, short China” trade, but China is a world leader in AI research too, according to a new study from Georgetown University.

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00:11:51

TechCheck+ Tesla’s big gamble: Full Self-Driving in...

TechCheck ·

2024/05/03

Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous. But love it or hate it, Tesla has unleashed FSD, with a free trial for millions of U.S. drivers. That means more data -- an essential component to any company trying to develop autonomous driving. Tesla's approach to gathering all that data could prove all of Musk’s naysayers wrong, or leave it continuing to play catch up with more advanced

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00:05:54

Google’s Next Challenge 5/2/24

TechCheck ·

2024/05/02

Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, especially around generative AI vulnerabilities and progress. The fear is that under the pressure of regulators, Google has been hesitating or second-guessing itself. And the abundance of chatbots now available to consumers also makes the case, while Google’s Search Generative Experience, or SGE, remains

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00:06:52

Megacap Capex Soars in AI Ramp Up 4/30/24

TechCheck ·

2024/04/30

Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments. We dig into what’s in store for Amazon as it gets set to report tonight.

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00:08:36

Top Morgan Stanley Banker on IPO Pipeline 4/29/24

TechCheck ·

2024/04/29

The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to come this year, and an even better 2025, especially as the market gets more comfortable with paying for growth again. We chat with him about startup valuations, how the presidential election might impact IPO timing, and more.

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00:12:29

TechCheck+ The reinvention of Mark Zuckerberg 4/26/24

TechCheck ·

2024/04/26

Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his fur jackets and chains. And thanks to his year of efficiency and stellar stock performance, he's now a Wall Street darling, with Meta outperforming Apple and Alphabet, trailing only Nvidia among the Mag 7. But Meta's latest earnings report has shown it's continuing to bleed cash, and Zuckerberg is now facing a moment of truth. Can he deliver on

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00:05:51

What Rubrik’s IPO Signals, Plus Where Big Tech is...

TechCheck ·

2024/04/26

Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign the public market waters are safe to wade into. Plus, Alphabet and Microsoft shares are both popping after the companies beat on the top and bottom lines. The tech giants emphasized the growth of their respective AI businesses, but that also comes at a big cost.

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00:06:32

The Battle Over TikTok’s Algorithm 4/24/24

TechCheck ·

2024/04/24

At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats like YouTube Shorts or Instagram Reels. But without it, a sale of TikTok would be a very different proposition, and interested buyers like Steve Mnuchin have said that he would rebuild the app if there’s no technology transfer.

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00:06:24

Google Alumni Turn Up the Pressure, Plus Softbank’s...

TechCheck ·

2024/04/23

Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both leading upstart gen AI native companies. This time around, they have less to lose and are unafraid of taking on the giants. Plus, Softbank is reportedly now sinking nearly a billion dollars into developing a new generative AI model -- but is it too little, too late?

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00:06:03

Big Tech’s Capital Return Opportunity 4/22/24

TechCheck ·

2024/04/22

This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six megacaps in the last two years, with Nvidia and Amazon seeing the biggest increases. In Amazon’s case, it was hard to imagine the tech giant doing so under Jeff Bezos. But CEO Andy Jassy is friendlier to Wall Street and has talked about focusing on profits and efficiency.

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00:07:02

Google’s Culture Shift 4/19/24

TechCheck ·

2024/04/19

Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what was once an openness for employees to bring social and political causes to work and mix ethics and business. But we're increasingly seeing a tougher Google and CEO Sundar Pichai. In the wake of multi-city protests across the company, he reminded employees in his latest memo that "this is a business."

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00:06:48

The Power Grid’s AI Problem, Plus Meta and Google...

TechCheck ·

2024/04/18

: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and CEOs including Elon Musk, Andy Jassy and Sam Altman are all sounding the alarm. Plus, the AI race is on -- and it's now faster and more competitive than ever. Meta says its just-released latest AI model, the Llama 3, is the most powerful model that's also freely accessible. Meta is also teaming up with Google to include search results with its

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