TechCheck
CNBC
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.
Episodes
Mentioned books
Feb 2, 2024 • 13min
Meta & The Push For Cash in Tech 2/2/24
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?
Feb 1, 2024 • 16min
The Ipos You Want Vs. The Ipos You Get 2/1/24
It’s a two-track IPO market. Why the weakest are going public as the strong stay private.
Jan 31, 2024 • 4min
Google Cracks 1/31/24
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.
Jan 30, 2024 • 15min
Tech grows, everything else… slows 01/30/24
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.
Jan 29, 2024 • 12min
Google Challengers 1/29/24
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.
Jan 26, 2024 • 9min
TechCheck+ The headset wars: Why it's Apple's to lose 01/26/24
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 most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose.
Jan 26, 2024 • 18min
Musk, Altman Taylor & Billions of Dollars 1/26/24
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 fund the next era of startups.
Jan 25, 2024 • 17min
Tech's 'Mass extinction event' 01/25/24
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 extinction event this year
Jan 24, 2024 • 14min
Other Netflix stories in Tech 01/24/24
Blockbuster earnings for Netflix… Today, what can the numbers tell us about the tech earnings yet to come.
Jan 23, 2024 • 15min
Google’s Moonshot Cuts 1/23/24
More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s important for Google and Wall Street.
