
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.
Notable Guests
Episodes (1658)
Anthropic’s Funding Spree, Plus Antitrust Regulators on New Priorities 10/5/23
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Apple Analyst Expects Weaker iPhone Sales Ahead 10/4/23
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Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23
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Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrus...
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TechCheck+ Regulators Take On Amazon: The FTC’s Make or Break Moment 9/29/23
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A September to Forget for Tech 9/29/23
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Amazon Faces New Competition as FTC Takes Aim 9/27/23
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Amazon Sued By FTC, 17 States Alleging Monopoly Practices 9/26/23
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Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23
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TechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23
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Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Wor...
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Cisco Strikes $28 Billion Deal for Splunk 9/21/23
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TechCheck+ Instacart CEO Fidji Simo 9/19/23
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Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23
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Beware the Blockbuster IPO 9/15/23
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Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23
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Arm IPO: Implications for Venture Capital and Softbank Founder Masa Son 9/14/23
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DOJ’s Historic Trial Against Alphabet Kicks Off – How Will Sundar Pichai Do In W...
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Bill Gurley on Instacart, IPO Market 9/11/23
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TechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23
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Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sp...
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Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23
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Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23
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Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23
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The Zombie SPACs 8/31/23
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Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23
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TechCheck+ Dethroning Nvidia 8/29/23
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Nvidia’s Hardware and Software Competition 8/24/23
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Nvidia’s High-Stakes Earnings 8/23/23
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Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23
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Previewing Arm’s F-1 8/21/23
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Instacart and Arm Reportedly Planning September IPOs 8/18/23
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The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race...
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Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23
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Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23
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TechCheck+ Opendoor CEO 8/11/23
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Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Ev...
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Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23
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Paramount Earnings Raises the Bar For Disney, Plus the CHIPS Act Turns One 8/8/2...
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Doctors Use AI to Fight Burnout, Plus Eric Hippeau on AI Healthcare Use Cases 8/...
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Amazon’s Blowout Quarter, Plus Opendoor Turns a Profit 8/4/23
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Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23
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Arm Reportedly Targets $60B-$70B September IPO 8/2/23
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Uber’s Q2: Profitability, Ad Business in Focus 8/1/23
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Walmart Buys Tiger Global’s Stake in Flipkart for $1.4B, Plus Morgan Stanley on...
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Special Report: Tech Earnings Scorecard 7/28/23
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Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23
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Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23
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The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
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Special Report: Lyft CEO David Risher & Big Tech Earnings 7/21/23
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