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    Technology

    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.

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    Latest Episodes:
    Big Tech digs in on AI Capex amid tariff whiplash 4/10/25 Apr 10, 2025
    Show notes

    Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s


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    TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25 Apr 09, 2025
    Show notes

    Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Google's cloud strategy amid tariff turmoil 04/09/25 Apr 09, 2025
    Show notes

    Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.


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    Tariffs threaten AI data center build 4/8/25 Apr 08, 2025
    Show notes

    Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    How Tariffs could threaten the AI Boom 4/4/25 Apr 04, 2025
    Show notes

    Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.


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    Magnificent 7 stocks slide as tariffs hammer big tech Apr 03, 2025
    Show notes

    The Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps are in the best position to weather the tariff fallout.


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    TikTok deadline looms as Meta faces key AI test 4/2/25 Apr 02, 2025
    Show notes

    Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy.


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    OpenAI to launch open-weight model 4/1/25 Apr 01, 2025
    Show notes

    OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to gain from its shift in strategy.


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    Justice for the AI Wrappers 3/31/25 Mar 31, 2025
    Show notes

    In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, it just might be time for Justice for the Wrappers.


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    Meta readies for another EU fine, plus Oracle’s role in TikTok’s future 3/28/25 Mar 28, 2025
    Show notes

    The European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite Meta's changes of offering consumers the option of paying for an ad-free subscription or less personalized ads. Plus, Oracle is largely seen as the frontrunner to win the bid for TikTok, since Bytedance already relies heavily on Oracle's Texas servers to store customer data. We look at what's at stake and what an actual deal would look like.


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