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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:
    7 Trillion Reasons 2/9/24 Feb 09, 2024
    Show notes

    OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that?


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    Goodbye, Bard! Google’s Gemini Rebrand. Feb 08, 2024
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    Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI.


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    Alibaba & Chinese Stocks in Freefall 02/07/24 Feb 07, 2024
    Show notes

    What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way China is uninvestable right now?


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    Neumann, Old Job? 2/6/24 Feb 06, 2024
    Show notes

    Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that?


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    Semi-Charmed stocks 2/5/24 Feb 05, 2024
    Show notes

    Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.


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    Meta & The Push For Cash in Tech 2/2/24 Feb 02, 2024
    Show notes

    A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to shareholders. Could this be a sign of more to come?


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    The Ipos You Want Vs. The Ipos You Get 2/1/24 Feb 01, 2024
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    It’s a two-track IPO market. Why the weakest are going public as the strong stay private.


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    Google Cracks 1/31/24 Jan 31, 2024
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    Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry.


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    Tech grows, everything else… slows 01/30/24 Jan 30, 2024
    Show notes

    The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week.


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    Google Challengers 1/29/24 Jan 29, 2024
    Show notes

    Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative.


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