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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.

technology investing

All Episodes

00:12:31

Amazon’s Big Three 10/27/23

TechCheck ·

2023/10/27

Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the three that amazon needs to answer.

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00:11:39

TechCheck+ Apple’s China problem: how its ticket to...

TechCheck ·

2023/10/27

Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing on a massive low-wage workforce, billions in government stimulus to build out enormous factories, and the loyalty of a rapidly growing middle class. But now, what was once a key to its success has become a liability. In just the past few weeks, it’s seen a tax investigation into its biggest manufacturer, accusations of censorship around Jon

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00:08:47

The Fundamentals Story 10/26/23

TechCheck ·

2023/10/26

The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: the fundamentals story within tech.

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00:13:50

Autonomous Competition, Meta & Amazon 10/25/23

TechCheck ·

2023/10/25

More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers from Microsoft and Alphabet tell us about Meta and Amazon.

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00:07:30

Microsoft, Alphabet & Cruise 10/24/23

TechCheck ·

2023/10/24

What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francisco.

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00:16:02

YIELD RISK & RETURN 10/23/23

TechCheck ·

2023/10/23

Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley to Wall Street.

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00:11:14

TechCheck+ Netflix's side quest: A deep dive into its...

TechCheck ·

2023/10/20

Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a cloud gaming service and posting job openings for its first big-budget, blockbuster game. But it's a notoriously tough market to break into, one that many tech and media giants have tried at and failed. The undertaking is just one of a slew of new business lines that the Netflix has been experimenting with, and they're more important than ever as its

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00:13:07

Big Tech Earnings – The Promise Vs. Economics Of Ai...

TechCheck ·

2023/10/20

It’s the eve of big tech earnings - Microsoft, Alphabet, Meta, Amazon, four of the magnificent seven, set to report next week. It’s all about the forecast, about what they saw in the third quarter, and what they see coming down the pike in Q4… Plus the promise versus the economics of AI.

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00:12:06

OPENAI’S “CAPPED PROFITS” STRUCTURE 10/19/23

TechCheck ·

2023/10/19

ChatGPT-maker OpenAI is reportedly closing in on an $86 billion valuation… why it’s selling shares now… to whom… and its very unorthodox ‘capped profit’ corporate structure.

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00:08:53

IPOs, EXITS & AI SPEND 10/18/23

TechCheck ·

2023/10/18

Deirdre is in the field at the Goldman Sachs Builders & Innovators Summit, where she sits down with Kim Posnett, Goldman’s Global Head of Technology, Media and Telecommunications (TMT) Group within Global Banking & Markets – where she works on some of the biggest tech deals, M&A and IPOs. Plus an interview with Dropbox CEO Drew Houston about his outlook for AI spending.

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00:12:52

Are Layoffs Back? And Tim Cook Goes to China 10/17/23

TechCheck ·

2023/10/17

Another round of layoffs hit the tech sector, just as they gear up for earnings season -- margin expansion versus capex expansion. Plus Tim Cook’s surprise visit to China.

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00:10:10

SPICY VS. GARPY 10/16/23

TechCheck ·

2023/10/16

As earnings season kicks off, why tech is more important than the banks; how AI could kill the “year of efficiency;” and the spicy vs garpy mega-caps

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00:10:11

OPENAI’S OPEN QUESTIONS 10/13/23

TechCheck ·

2023/10/13

New numbers from OpenAI reveal exponential growth. The darling of generative AI continues to fire on all cylinders. But can it become more than a chatbot and live up to its now giant expectations?

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00:10:19

TechCheck+ Will Temu Kill Amazon? How the Chinese...

TechCheck ·

2023/10/13

Temu appears unstoppable. Since the Chinese shopping app launched in the U.S. a year ago, it has become the number one e-commerce app in the country, with downloads skyrocketing 50x from 600,000 to 30 million in just one quarter, according to Bernstein analysts. In contrast, Amazon’s downloads have dropped off a cliff, falling 40% in a year. Known for wild discounts and dirt-cheap prices that severely undercut Amazon’s, Temu has ratcheted up its ad spend to infiltrate the American consumer, set to

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00:15:43

CNBC SPECIAL: Anthony Scaramucci on The Collapse of...

TechCheck ·

2023/10/13

Former billionaire Sam Bankman-Fried saw a meteoric rise as crypto’s golden boy and an even more spectacular fall as his $32 billion cryptocurrency exchange, FTX, collapsed in a matter of days. CNBC's Kate Rooney spoke with Anthony Scaramucci, founder of Skybridge Capital, about his front-row seat to the collapse and what it was like to visit SBF while his empire was crumbling around him. For the full Sam Bankman-Fried and FTX saga, watch the CNBC documentary "The Collapse of FTX: Insiders Tell

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00:05:58

Birkenstock’s IPO Flops; Why Recent Debuts Have...

TechCheck ·

2023/10/12

The IPO window of 2023 was short, not very sweet, and now likely closed as we head into the year end. Many of the recent debuts, including Birkenstock, Arm, Instacart and Klaviyo are down 10% or more from their highs, all before the lock-up period has expired when insiders can sell their shares. There are a number of factors that could be behind the stumbles, including company fundamentals, bankers mispricing the listing, and market conditions.

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00:11:02

Birkenstock & Amazon Prime Day 10/11/23

TechCheck ·

2023/10/11

CNBC’s Deirdre Bosa and Marc Golbert discuss Amazon Prime Day and Birkenstock's IPO price, the state of direct-to-consumer retail models, and Birkenstock’s unique approach to DTC business.

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00:20:55

Temu: Amazon’s Rising E-Commerce Competition 10/10/23

TechCheck ·

2023/10/10

As Amazon’s second sales event of the year kicks off, every day seems like a deal day on e-commerce apps like Temu and Shein. Temu, in particular, is far outpacing Amazon in terms of growth, and might be capturing American shoppers by gamifying the experience. Ben Harburg of MSA Capital joins us to talk about the Temu effect and the rising anxiety that it’s going to displace everyone from Amazon to Dollar Stores to Costco.

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00:06:40

Bullish Reception for Arm Holdings 10/9/23

TechCheck ·

2023/10/09

The chip designer Arm gained a number of bulls today as its post-debut quiet period ends, with more than 10 firms involved in underwriting the IPO initiating coverage of the company at a “buy” rating or equivalent, despite the stock being down more than 20% from the intra-day high after it IPO-ed. That’s good news for Softbank founder Masayoshi Son, as Arm has become his firm’s new crown jewel after Alibaba, going from a 12% stake in March last year to 22% as of June this year.

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00:10:15

TechCheck+ The Valuation Reckoning: When AI Startup...

TechCheck ·

2023/10/06

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