TechCheck

Alibaba & Chinese Stocks in Freefall 02/07/24

07 Feb 2024

Contributed by Lukas

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...

Neumann, Old Job? 2/6/24

06 Feb 2024

Contributed by Lukas

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?  Host...

Semi-Charmed stocks 2/5/24

05 Feb 2024

Contributed by Lukas

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?...

Meta & The Push For Cash in Tech 2/2/24

02 Feb 2024

Contributed by Lukas

A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and cen...

The Ipos You Want Vs. The Ipos You Get 2/1/24

01 Feb 2024

Contributed by Lukas

It’s a two-track IPO market. Why the weakest are going public as the strong stay private. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....

Google Cracks 1/31/24

31 Jan 2024

Contributed by Lukas

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 in...

Tech grows, everything else… slows 01/30/24

30 Jan 2024

Contributed by Lukas

The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of th...

Google Challengers 1/29/24

29 Jan 2024

Contributed by Lukas

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, advert...

TechCheck+ The headset wars: Why it's Apple's to lose 01/26/24

26 Jan 2024

Contributed by Lukas

Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and mos...

Musk, Altman Taylor & Billions of Dollars 1/26/24

26 Jan 2024

Contributed by Lukas

Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to f...

Tech's 'Mass extinction event' 01/25/24

25 Jan 2024

Contributed by Lukas

The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass ext...

Other Netflix stories in Tech 01/24/24

24 Jan 2024

Contributed by Lukas

Blockbuster earnings for Netflix…  Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz compan...

Google’s Moonshot Cuts 1/23/24

23 Jan 2024

Contributed by Lukas

More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot fac...

Tech Bubble Redux? 1/22/24

22 Jan 2024

Contributed by Lukas

One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still...

Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24

19 Jan 2024

Contributed by Lukas

One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the...

TechCheck+ How Bitcoin lost by winning 01/19/24

19 Jan 2024

Contributed by Lukas

Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, ma...

CEO says more jobs cuts are needed in 2024 01/18/24

18 Jan 2024

Contributed by Lukas

More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies ...

An AI phone. And is the Shein IPO in trouble?

17 Jan 2024

Contributed by Lukas

One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone? Hosted by Simplecast, an AdsWizz company. See pcm...

Apple, Google & “The Gatekeepers” 1/16/24

16 Jan 2024

Contributed by Lukas

After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major r...

Can Nvidia run it back? 01/12/24

12 Jan 2024

Contributed by Lukas

Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, h...

TechCheck+ The AI dark horse: Why Apple could win the next evolution of the AI arms race 01/12/24

12 Jan 2024

Contributed by Lukas

Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap t...

A different Google layoff story 01/11/24

11 Jan 2024

Contributed by Lukas

The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of G...

SOFTWARE’S RE-RATING – IS IT PERMANENT? 01/10/24

10 Jan 2024

Contributed by Lukas

What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio an...

Why is it always Europe? 01/09/24

09 Jan 2024

Contributed by Lukas

Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the E...

AiPhone? 01/08/24

08 Jan 2024

Contributed by Lukas

Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024. Hosted by Simplecast, an AdsWiz...

CAN ANYONE DISRUPT GOOGLE SEARCH 01/05/24

05 Jan 2024

Contributed by Lukas

The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will...

EXIT COOKIE 01/04/24

04 Jan 2024

Contributed by Lukas

The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major ch...

IS THE VALLEY BACK? 01/03/24

03 Jan 2024

Contributed by Lukas

Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a...

APPLE DOWNGRADE 01/02/24

02 Jan 2024

Contributed by Lukas

Barclays warns of weakening demand for iPhones Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...

Best of 2023: Beware the Blockbuster IPO 12/29/23

29 Dec 2023

Contributed by Lukas

Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with ca...

Best Of 2023: Apple In China 12/28/23

28 Dec 2023

Contributed by Lukas

Apple’s China problem & opportunity… how its longtime ticket to success has become a liability. Hosted by Simplecast, an AdsWizz company. See pcm....

BEST OF 2023: TEMU’S THREAT TO AMAZON 12/27/23

27 Dec 2023

Contributed by Lukas

How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance. Hosted by Simplecast, an AdsWizz company. See pc...

Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23

26 Dec 2023

Contributed by Lukas

A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming f...

BNLP Bloom 12/22/23

22 Dec 2023

Contributed by Lukas

CNBC’s Kate Rooney on payments trends for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

Another Huge AI Raise 12/21/23

22 Dec 2023

Contributed by Lukas

OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season.  Hos...

Alibaba's Executive Shuffle 12/20/23

20 Dec 2023

Contributed by Lukas

Alibaba reshuffles its executive team as rivals gain steam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...

GOOGLE SETTLES 12/19/23

19 Dec 2023

Contributed by Lukas

Today -- Google’s new $700M antitrust settlement & changes coming to the Android ecosystem Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

A Figma Of Adobe’s Imagination 12/18/23

18 Dec 2023

Contributed by Lukas

Major news today out of Silicon Valley – Adobe terminating its $20 billion merger with the design software maker Figma. Today: rethinking the enviro...

TechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23

15 Dec 2023

Contributed by Lukas

The stigma is real. Blue bubbles for iPhone users, green bubbles for those shut out of Apple's walled garden. iMessage has been a way of locking users...

Ai For Dummies 12/15/23

15 Dec 2023

Contributed by Lukas

AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several ...

A Warning For 2024 & Posting Cringe 12/14/23

14 Dec 2023

Contributed by Lukas

A dovish fed… a soft landing… tech stocks are off to the races. But wrapped up in one earnings report last night — everything tech investors fea...

The Berkshire of Tech? Really? 12/13/23

13 Dec 2023

Contributed by Lukas

A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the ...

Google, Apple & An Epic Win 12/12/23

12 Dec 2023

Contributed by Lukas

A big blow to Google and the power of its app store. A federal jury found that Google turned its "Play Store" and billing service into illegal monopol...

Blue Texts are Big Business 12/11/23

11 Dec 2023

Contributed by Lukas

Green vs blue text bubble. You know it. You probably hate it. How one startup solved the iMessage Android problem… and found itself in the middle of...

The Wrinkliest Story in Tech 12/8/23

08 Dec 2023

Contributed by Lukas

Microsoft’s OpenAI deal is coming under regulatory scrutiny -- why an innovative partnership may now get a second look. Hosted by Simplecast, an Ads...

TechCheck+ The Great Rebundling: How streaming platforms are recreating what they tried to replace 12/8/23

08 Dec 2023

Contributed by Lukas

Content overload, rising prices, and commercials. If you thought we’ve moved on from the cable bundle, think again. Streaming platforms are now recr...

Google Gemini& Taylor Swift 12/7/23

07 Dec 2023

Contributed by Lukas

Finally… the stock reacts. A delayed market reaction to Google’s launch of their AI model "Gemini." Today, the AI halo effect takes effect. Plus –...

Reading Google's Sign 12/6/23

06 Dec 2023

Contributed by Lukas

Google shooting for the stars today, announcing new details around its long-awaited generative AI system "Gemini.” Sundar Pichai and hitting back in...

Shein’s secret sauce: How the retailer has exploded in the U.S. using a key trade loophole 12/1/23

01 Dec 2023

Contributed by Lukas

Shein has taken America by storm. Soon, it could take Wall Street too, as it files for an IPO. Its presence in the U.S. has exploded, as it partners w...

The Generative AI Debate: Effective Altruism or Effective Acceleration? 11/30/23

30 Nov 2023

Contributed by Lukas

More developments unfolding overnight over OpenAI’s board, with Sam Altman officially back as CEO and Microsoft now securing a non-voting board seat...

Can Jensen Huang get more popular? 11/29/23

29 Nov 2023

Contributed by Lukas

Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024? Hosted by Simplecast, an Ad...

Temu VS. Shein – Winner Take All? 11/28/23

28 Nov 2023

Contributed by Lukas

The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, fi...

Where every day is black Friday 11/24/23

24 Nov 2023

Contributed by Lukas

Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and T...

Openai open questions 11/22/23

22 Nov 2023

Contributed by Lukas

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23

21 Nov 2023

Contributed by Lukas

OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s ...

OpenAI Shockwaves 11/20/23

20 Nov 2023

Contributed by Lukas

One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Mi...

Elon Musk – Over The Line? 11/17/23

17 Nov 2023

Contributed by Lukas

Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the worl...

TechCheck+ Megacaps’ Mega Deals: How big tech could be using AI investments to bankroll themselves 11/17/23

17 Nov 2023

Contributed by Lukas

Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used ...

Alibaba Cancels Cloud Spin 11/16/23

16 Nov 2023

Contributed by Lukas

Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relat...

AI: How Much Should it be Regulated 11/15/23

15 Nov 2023

Contributed by Lukas

Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that ...

Inside An Ai Acquisition 11/14/23

14 Nov 2023

Contributed by Lukas

Airbnb has made a rare acquisition, its first as a public company and only its third ever, valued at close to $200 million… Why the battle for AI ta...

The XI meeting & the companies with the most at stake 11/13/23

13 Nov 2023

Contributed by Lukas

President Biden set to meet face-to-face with China's President Xi Wednesday. Today on TechCheck, why both sides are hoping to stabilize tensions amid...

TechCheck+ WeWork’s end, Neumann’s return? Who’s left holding the bag, and what comes next 11/10/23

10 Nov 2023

Contributed by Lukas

WeWork took us on a wild ride. A real estate company disguised as a tech startup, holding long-term leases and turning them around for short-term rent...

Chinese Companies, American Consumers 11/10/23

10 Nov 2023

Contributed by Lukas

The APEC summit is coming to San Francisco. President Biden and China’s President Xi are set to meet next. Today, how Chinese companies continue to ...

Softbank Shrank 11/9/23

09 Nov 2023

Contributed by Lukas

The story of SoftBank -- This quarter should have been Masayoshi Son’s victory lap. But WeWork is back to spoil those plans as losing bets continue ...

Amazon & One Medical 11/8/23

08 Nov 2023

Contributed by Lukas

Amazon is expanding its Prime membership program… and the new perk: access to doctors, primary care physicians, for a fee. Today, a check-up on Amaz...

WeWorks’s Final Chapter? 11/7/23

07 Nov 2023

Contributed by Lukas

Think again! WeWork… didn’t work. It has filed for bankruptcy. The final chapter – chapter 11… or is it? The winners and losers of the WeWork ...

Is the Outlook OK? 11/6/23

06 Nov 2023

Contributed by Lukas

A reason to worry for the biggest tech stocks… Is growth slipping, and are investments in AI just masking the problem. Hosted by Simplecast, an AdsW...

TechCheck+ Tesla and EVs in reverse: Why automakers are scaling back their green ambitions 11/3/23

03 Nov 2023

Contributed by Lukas

Electric vehicles were supposed to be the wave of the future. Tesla and traditional automakers made big plans to invest in factories, battery manufact...

Reporting the SBF Trial 11/3/23

03 Nov 2023

Contributed by Lukas

Sam Bankman Fried found guilty on all seven counts. Today – a special look-back at the blockbuster FTX trial from inside the court room… and what ...

Apple's China Question 11/2/23

02 Nov 2023

Contributed by Lukas

China is Apple’s strength and, now, liability.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection ...

Airbnb’s Interest Income 11/1/23

01 Nov 2023

Contributed by Lukas

The “Airbnbust”.... that never materialized. How rising rates are actually helping the company’s bottom line. Today on TechCheck, it’s all abo...

Tech's Spookiest 10/31/23

31 Oct 2023

Contributed by Lukas

The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks....

An AI Debate 10/31/23

30 Oct 2023

Contributed by Lukas

The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tech...

Amazon’s Big Three 10/27/23

27 Oct 2023

Contributed by Lukas

Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the th...

TechCheck+ Apple’s China problem: how its ticket to success has become a liability 10/27/23

27 Oct 2023

Contributed by Lukas

Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capi...

The Fundamentals Story 10/26/23

26 Oct 2023

Contributed by Lukas

The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. To...

Autonomous Competition, Meta & Amazon 10/25/23

25 Oct 2023

Contributed by Lukas

More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers fr...

Microsoft, Alphabet & Cruise 10/24/23

24 Oct 2023

Contributed by Lukas

What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Fran...

YIELD RISK & RETURN 10/23/23

23 Oct 2023

Contributed by Lukas

Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley ...

TechCheck+ Netflix's side quest: A deep dive into its ambitious plans to become a gaming giant 10/20/23

20 Oct 2023

Contributed by Lukas

Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a c...

Big Tech Earnings – The Promise Vs. Economics Of Ai 10/20/23

20 Oct 2023

Contributed by Lukas

It’s the eve of big tech earnings - Microsoft, Alphabet, Meta, Amazon, four of the magnificent seven, set to report next week. It’s all about the ...

OPENAI’S “CAPPED PROFITS” STRUCTURE 10/19/23

19 Oct 2023

Contributed by Lukas

ChatGPT-maker OpenAI is reportedly closing in on an $86 billion valuation… why it’s selling shares now… to whom… and its very unorthodox ‘ca...

IPOs, EXITS & AI SPEND 10/18/23

18 Oct 2023

Contributed by Lukas

Deirdre is in the field at the Goldman Sachs Builders & Innovators Summit, where she sits down with Kim Posnett, Goldman’s Global Head of Technology...

Are Layoffs Back? And Tim Cook Goes to China 10/17/23

17 Oct 2023

Contributed by Lukas

Another round of layoffs hit the tech sector, just as they gear up for earnings season -- margin expansion versus capex expansion. Plus Tim Cook’s s...

SPICY VS. GARPY 10/16/23

16 Oct 2023

Contributed by Lukas

As earnings season kicks off, why tech is more important than the banks; how AI could kill the “year of efficiency;” and the spicy vs garpy mega-c...

OPENAI’S OPEN QUESTIONS 10/13/23

13 Oct 2023

Contributed by Lukas

New numbers from OpenAI reveal exponential growth. The darling of generative AI continues to fire on all cylinders. But can it become more than a chat...

TechCheck+ Will Temu Kill Amazon? How the Chinese Shopping App’s Rapid Growth Could Crack Amazon’s Dominance 10/13/23

13 Oct 2023

Contributed by Lukas

Temu appears unstoppable. Since the Chinese shopping app launched in the U.S. a year ago, it has become the number one e-commerce app in the country, ...

CNBC SPECIAL: Anthony Scaramucci on The Collapse of FTX 10/13/23

13 Oct 2023

Contributed by Lukas

Former billionaire Sam Bankman-Fried saw a meteoric rise as crypto’s golden boy and an even more spectacular fall as his $32 billion cryptocurrency ...

Birkenstock’s IPO Flops; Why Recent Debuts Have Stumbled 10/12/23

12 Oct 2023

Contributed by Lukas

The IPO window of 2023 was short, not very sweet, and now likely closed as we head into the year end. Many of the recent debuts, including Birkenstock...

Birkenstock & Amazon Prime Day 10/11/23

11 Oct 2023

Contributed by Lukas

CNBC’s Deirdre Bosa and Marc Golbert discuss Amazon Prime Day and Birkenstock's IPO price, the state of direct-to-consumer retail models, and Birken...

Temu: Amazon’s Rising E-Commerce Competition 10/10/23

10 Oct 2023

Contributed by Lukas

As Amazon’s second sales event of the year kicks off, every day seems like a deal day on e-commerce apps like Temu and Shein. Temu, in particular, i...

Bullish Reception for Arm Holdings 10/9/23

09 Oct 2023

Contributed by Lukas

The chip designer Arm gained a number of bulls today as its post-debut quiet period ends, with more than 10 firms involved in underwriting the IPO ini...

TechCheck+ The Valuation Reckoning: When AI Startup Darlings Hit Stratospheric Levels 10/6/23

06 Oct 2023

Contributed by Lukas

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthropic’s Funding Spree, Plus Antitrust Regulators on New Priorities 10/5/23

05 Oct 2023

Contributed by Lukas

AI startups are continuing to raise money by the bucketful. This time, it’s the chatbot maker Anthropic, which is reportedly in talks to raise $2 bi...

Apple Analyst Expects Weaker iPhone Sales Ahead 10/4/23

04 Oct 2023

Contributed by Lukas

Shares of Apple are up fractionally today despite a rare downgrade from KeyBanc - laying out an alternative view from what most analyst have been sayi...

Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23

03 Oct 2023

Contributed by Lukas

Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data cen...

Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrust Trial 10/2/23

02 Oct 2023

Contributed by Lukas

After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2...

TechCheck+ Regulators Take On Amazon: The FTC’s Make or Break Moment 9/29/23

29 Sep 2023

Contributed by Lukas

President Biden signaled an aggressive new agenda to curb the power of companies like Google, Amazon, Microsoft and Meta when he appointed Lina Khan, ...

A September to Forget for Tech 9/29/23

29 Sep 2023

Contributed by Lukas

As Q3 inches to a close, tech stocks have had a rough end to the summer and a rough ride lower in September. But Apple is really the culprit, because ...