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
Jan 4, 2024 • 16min
EXIT COOKIE 01/04/24
Google disabling cookies in Chrome signals a major change in the ad landscape. The impact on user privacy and targeted advertising is discussed. Video ads can bring significant revenue. Apple's changes affected big players like Meta and Snap. Privacy-centric moves may create friction and uncertainties in the advertising industry.
8 snips
Jan 3, 2024 • 6min
IS THE VALLEY BACK? 01/03/24
Data shows new businesses are being created outside Silicon Valley. Seattle not considered a hub for AI. Fiscal issues and thriving AI sector in San Francisco.
Jan 2, 2024 • 3min
APPLE DOWNGRADE 01/02/24
Analysis of recent Apple stock downgrade and discussion of potential headwinds including weak iPhone sales, regulatory risks, and concerns about next iPhone launch.
Dec 29, 2023 • 11min
Best of 2023: Beware the Blockbuster IPO 12/29/23
The podcast discusses the issues with blockbuster IPOs in 2023 and cautions retail investors to be cautious. It explores the challenges faced by startups and investors in a changing market, the pitfalls of IPOs using examples of Uber and Alibaba, and the challenges of transitioning to the IPO market with valuation disparities.
Dec 28, 2023 • 13min
Best Of 2023: Apple In China 12/28/23
Apple's reliance on China as a supply chain and its challenges, including protests, censorship accusations, and concerns about supply chain control. The difficulties Apple faces in diversifying its supply chain. The significance of Luxshare in Apple's manufacturing and design process. The compromises Apple has made in China, including storing user data on state-owned servers and censoring critical apps.
Dec 27, 2023 • 11min
BEST OF 2023: TEMU’S THREAT TO AMAZON 12/27/23
The podcast discusses the rise of the Chinese shopping app Timu and its potential to challenge Amazon's dominance in the US market. It compares Timu's unique features, growth, and discount-driven shopping experience with Amazon's advantages. The podcast also explores the threat to Amazon's advertising business and the success of Timu's parent company, Pin-Duel-Duel.
Dec 26, 2023 • 13min
Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23
Apple has been banned from importing and selling the latest line of Apple Watches in the U.S. due to a patent dispute. Intel is receiving several billion dollars to build a new chip factory. OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more.
Dec 22, 2023 • 2min
BNLP Bloom 12/22/23
This podcast discusses trends in digital transformation and technology, including Cisco's role in analytics tools, buy now pay later options, and the pros and cons of AI in financial services.
Dec 22, 2023 • 4min
Another Huge AI Raise 12/21/23
Menlo Ventures is leading the funding round for Anthropic, an OpenAI competitor. The podcast discusses the funding and valuations of generative AI startup, Anthropic, and its plan to raise $750 million in a new funding round as a public benefit corporation.
Dec 20, 2023 • 4min
Alibaba's Executive Shuffle 12/20/23
Alibaba reshuffles executives as rivals gain steam. Discussing decline of Alibaba and rise of new players in Chinese tech. Exploring investor sentiment towards Chinese tech companies entering US market and significance of IPOs for private companies.
