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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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    Copyright: © 2024 CNBC

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    Latest Episodes:
    Google’s Regulatory Overhangs, Plus Hindenburg Shorts Roblox 10/8/24 Oct 08, 2024
    Show notes

    Google’s regulatory headaches continue. A judge, yesterday, ordered the Alphabet-subsidiary to open up its Google Play app store as part of the Epic Games antitrust suit, and today it could face potential remedies in the DOJ's search monopoly trial. Plus, shares of the video game platform Roblox are falling today after the short-seller Hindenburg Research announced a short position, claiming that Roblox is lying about the number of people on the platform and failing to protect underage users against predators.


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    Presidential Election Divides Silicon Valley 10/7/24 Oct 07, 2024
    Show notes

    The presidential election is continuing to sow divisions in Silicon Valley. Two giants of the tech industry are now coming out on opposite sides, after Ben Horowitz, co-founder of the VC firm Andreessen Horowitz back-pedaled on his support for Trump while Elon Musk hits the campaign trail.


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    TechCheck+ Scale AI CEO Alexandr Wang 10/4/24 Oct 04, 2024
    Show notes

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    Google’s Viral Podcast Tool 10/3/24 Oct 03, 2024
    Show notes

    Google recently released a new AI-generated podcast-making tool called NotebookLM – and it’s gone viral on X and in the tech world. We tested it out using CNBC and Wall Street’s favorite study tool: an analyst note. Powered by Google’s most advanced AI model, Gemini 1.5 Pro, could this be the next killer app for generative AI?


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    Nvidia Looks to Expand AI Adoption with Accenture Deal 10/2/24 Oct 02, 2024
    Show notes

    Nvidia and Accenture announced a partnership today, aiming to set the blueprint for how to begin integrating AI into the workplace and drive productivity gains. But it's not the first time Nvidia has signed a deal like this - and investors are still looking for those gains.


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    AI Safety Regulation Bill Blocked 9/30/24 Sep 30, 2024
    Show notes

    A controversial AI safety bill died on California governor Gavin Newsom’s desk over the weekend -- a sweeping bill would have been one of the first moves toward real oversight of the nation’s dynamic new technology. But is it already too late for regulation to catch up?


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    Microsoft’s New Antitrust Chapter 9/25/24 Sep 25, 2024
    Show notes

    Google has filed a complaint in the EU against its rival Microsoft, accusing it of unfairly locking clients into using its cloud product. But the suit could be just the latest in recently renewed scrutiny against Microsoft after enjoying a more under-the-radar status relative to its big tech counterparts for the last two decades.


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    New Threats to Google’s Ad Dominance, Plus Sam Altman’s Growing Empire 9/23/24 Sep 23, 2024
    Show notes

    In a new threat to Google’s ad dominance, AI search startup Perplexity is in talks with major brands on a new advertising model for sponsored questions. We spoke with the CEO of AI search optimization startup Profound on why it represents a new pillar in marketing: AI visibility. Plus, Sam Altman could be on his way to becoming the biggest power player in Silicon Valley, with new reporting giving a glimpse into the web of tech titans he’s now tied to.


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    Temu’s Growth Slowdown 9/20/24 Sep 20, 2024
    Show notes

    Shares of Facebook parent company Meta are still hitting fresh all-time highs today. But one potential headwind could be a slowdown in growth at one of its biggest customers, Temu. The Chinese e-commerce app has seen new customer activations stall, according to new data, which could also put Alphabet under pressure.


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    23andMe’s Downward Spiral 9/19/24 Sep 19, 2024
    Show notes

    23andMe could get delisted from the Nasdaq after all 7 members of its board resigned this week. CEO Anne Wojcicki is a big name in Silicon Valley but has struggled to find a sustainable business model and shares are 99% off its peak valuation post-SPAC merger. Wojcicki is now hoping to pivot and take the company private by buying back all outstanding shares in what could be seen as a “founders mode” leadership move.


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