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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:
    How stricter chip restrictions could backfire to benefit Huawei 2/25/25 Feb 25, 2025
    Show notes

    The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmaker’s products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huawei’s chips faster.


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    Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25 Feb 21, 2025
    Show notes

    U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.


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    Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25 Feb 20, 2025
    Show notes

    Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting on the technology. Plus, OpenAI telling CNBC the AI company is saw 400 million weekly active users in February in a major jump since December.


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    Sequoia backs AI health startup 2/19/25 Feb 19, 2025
    Show notes

    AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI healthcare and why investors are increasingly drawn towards the sector.


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    Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25 Feb 18, 2025
    Show notes

    Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a second look under President Trump’s new SEC. Plus, Elon Musk’s startup xAI is now showing off its new model called Grok 3, and said the deep research tool is outperforming comparable offerings from OpenAI and China’s DeepSeek.


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    Wall Street cools on AI spending spree 2/14/25 Feb 14, 2025
    Show notes

    Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the soaring AI investments.


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    Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25 Feb 13, 2025
    Show notes

    Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce domestic competition.


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    High-stakes Paris AI summit sees calls for less regulation 2/11/25 Feb 11, 2025
    Show notes

    Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. We look at the key takeaways as calls for looser AI regulation grow.


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    Why OpenAI has a Microsoft problem 2/10/25 Feb 10, 2025
    Show notes

    New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about its increasingly complex relationship with Microsoft.


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    Big Tech hunts for AGI at any cost 02/07/25 Feb 07, 2025
    Show notes

    Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that big tech is not slowing down on their AI investment post-DeepSeek, and their strategy going forward.


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