TechCheck

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

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

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

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

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

Blockbuster earnings for Netflix…  Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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