x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

00:07:09

Block CFO & Dropbox CEO weigh in after earnings 5/5/23

TechCheck ·

2023/05/05

Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report around its verification and compliance programs. Plus, Dropbox CEO Drew Houston says AI played a role when it cut 16% of its workforce last week, but warns that “replacing people with AI shouldn’t be the only motivation.”

en

00:06:27

TechCheck+ AI Roadkill 5/5/23

TechCheck ·

2023/05/05

You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their entire business models eviscerated by the coming wave of generative AI? Edtech company Chegg was the first public company to blame AI and ChatGPT for a weak outlook, and lost 50% of its value in one day. But it won’t be the last. This week on TechCheck weekly, the companies most at risk from the AI revolution.

en

00:06:49

Previewing Apple Earnings Plus Big Tech At The White...

TechCheck ·

2023/05/04

Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and more analysts are naming it a “can’t live without” consumer staples company. Plus, some of the biggest names in tech including Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman were at the White House today, meeting with Biden himself to discuss tech's moral responsibilities around AI development.

en

00:10:20

Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger...

TechCheck ·

2023/05/02

Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And that’s not the only company with big news today on AI disruption. IBM said it plans to pause hiring for roles that could be replaced by AI, showing just how much the new technology is creeping into all corners of society. But is AI ultimately going to be a net positive or net negative? A CNBC panel weighs in.

en

00:07:08

Softbank’s Arm Files For IPO & How Google Lost Its...

TechCheck ·

2023/05/01

Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest IPO of the year. Could it be the key to thawing a frozen IPO pipeline? Plus, investor Brad Gerstner lit into Sundar Pichai for losing Google’s AI lead to OpenAI, leaving investors questioning whether he can get tough on the issue.

en

00:15:37

TechCheck+ The Creators of HBO's Watergate series...

TechCheck ·

2023/05/01

Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White House Plumbers” based on the true story of Nixon's Watergate "masterminds," E. Howard Hunt and G. Gordon Liddy. The two discuss balancing historical fact and satire, the painstaking process behind recreating real-life locations, and why both Gregory and Huyck believe the show’s fresh take on the famous robbery is “the greatest story people have never

en

00:08:12

Digging into Snap, Pinterest, and Amazon earnings...

TechCheck ·

2023/04/28

Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are showing advertising resilience. Plus, an Amazon analyst explains why the market might be underappreciating the stock, despite showing positive Q1 metrics like growing profitability and curbing expenses.

en

00:10:57

AI’s Proving Ground, Plus Microsoft & Alphabet...

TechCheck ·

2023/04/25

Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in store.

en

00:08:10

TechCheck+ Google on Defense 4/21/23

TechCheck ·

2023/04/21

Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The company grew and acquired its way to becoming one of the biggest companies in the world. But today Alphabet finds itself cutting staff and facing new competition from ChatGPT and Bing at a pivotal time. Why that matters, and why maybe it doesn’t matter at all.

en

00:04:43

Tesla Margins Shrink & So Do Tiger Global’s Returns...

TechCheck ·

2023/04/20

Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side of the portfolio and what that will do to earnings, we look at the revenue side and how margins could be squeezed from the top line. PLUS – more numbers and performance from Tiger Global as the private markets in tech catch up to the public ones.

en

00:03:10

Google’s New Phone. Why? 4/19/23

TechCheck ·

2023/04/19

CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does Google still invest in phones and physical hardware with such small market share and cost-cuts in other businesses? The answer is in Android and its overwhelming market share, and why it may need leverage in that competition.

en

00:06:48

Nvidia’s AI lead, Netflix earnings & Meta’s non-meta...

TechCheck ·

2023/04/18

A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix earnings and what else Meta is doing outside the metaverse.

en

00:03:10

Samsung CONSIDERED Replacing Google Search 4/17/23

TechCheck ·

2023/04/17

Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of course. Why ChatGPT and Bing could destabilize Google’s Search dominance.

en

00:05:35

Tesla Price Cuts & Walmart Sells Bonobos 4/14/23

TechCheck ·

2023/04/14

Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions.

en

00:04:06

Jassy’s Letter to Amazon Shareholders 4/13/23

TechCheck ·

2023/04/13

Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond.

en

00:08:05

Mad MAX from Warner Brothers Discovery, and Apple...

TechCheck ·

2023/04/12

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some people love physical buttons, why iPhone might stick with them, and why that’s tanking one hardware company’s stock.

en

00:05:50

PC Demand Falls 4/10/23

TechCheck ·

2023/04/11

CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers.

en

00:21:53

TechCheck+ Creator of 'Extrapolations' on Apple TV+...

TechCheck ·

2023/04/06

Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on how the star-studded series is reimagining climate change storytelling. He shares how teaming up with Al Gore on 'An Inconvenient Truth' influenced his filmmaking journey, how he curated an A-list cast, and why he feels Hollywood has an obligation to portray the truth about our planet in the hopes of reimagining a brighter future for generations to

en

00:09:50

Learn from Chamath Palihapitiya's Mistakes, Plus Big...

TechCheck ·

2023/04/06

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 rally in tech stocks: where are we in the cycle? And lawmakers meet with big tech companies. At stake? China, setting up what could be one of the major fault lines in the US economy over the next decade.

en

00:04:26

TechCheck+ Sports Rights Sleeper Hold 4/6/23

TechCheck ·

2023/04/06

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 supply. What Endeavor’s deal to pull WWE & UFC together tells us about media valuations and where things are headed for the tech companies trying to get involved.

en

1,148 results

Similar Podcasts

Lead With AI

Tamara Nall

Linux in the Ham Shack

Black Sparrow Media

Data Engineering Podcast

Tobias Macey

Eye On A.I.

Craig S. Smith

Reflections

Livewire Labs