TechCheck

Podcast explores potential tech rally and compares it to the dot com bubble of the 90s, discussing the implications of federal rate cuts on the stock market and investment choices. Focuses on the valuation of Nvidia and software stocks, considering their performance and competition. Also mentions Northland Capital's bearish argument on Nvidia's China proposition and lowers price target for AMD.

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 SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts as they prioritize the shift to AI.

Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitcoin was supposed to be so much more – a revolution, bypassing the traditional financial system with a democratic, decentralized, peer-to-peer electronic cash system for unbanked populations. But Wall Street did what Wall Street does best. This week on TechCheck, how Bitcoin lost by winning.

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 are acting like public companies.

The podcast discusses Samsung's AI phones, highlighting advanced features like language translation and photo editing. It explores Qualcomm's Snapdragon chips and their potential in running AI models on smartphones. It also delves into the troubles faced by Chinese companies in US IPOs, particularly focusing on Shein's review and its implications for the IPO market.

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 roadblocks to that story this year? It comes back to Europe.

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, hype and reality.

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 tech peers, on its lack of a clear AI strategy. But long-term, Apple could be the dark horse to watch for, especially in the next technological shift that experts say is coming to AI. Its vertical integration of hardware, software, silicon and services gives it an edge. This week on TechCheck, why Apple could be playing the long game better than anyone else.

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

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 and Match. Is the sector recovering… or is this new lower growth era just the new normal?