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
Dec 19, 2023 • 3min
GOOGLE SETTLES 12/19/23
Discussion on Google's $700M antitrust settlement, alternative payment methods, direct app downloads following loss against Epic Games and ongoing legal cases.
Dec 18, 2023 • 10min
A Figma Of Adobe’s Imagination 12/18/23
Adobe terminating its $20 billion merger with Figma, rethinking major deals in tech. Adobe's ongoing product development, generative AI products, and stock share increase. The rise of web-based design tools, Figma's differentiation, and billion-dollar breakup fee. Failed Adobe-Figma deal implications and regulatory pressure on startups.
Dec 15, 2023 • 9min
TechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23
This podcast explores the stigma of blue and green text bubbles, iMessage's lock-in factor, the clash between Apple and Beeper, Apple's potential adoption of RCS, and the impact of Apple's concessions to comply with the European Union's Digital Markets Act.
Dec 15, 2023 • 14min
Ai For Dummies 12/15/23
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 models. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 14, 2023 • 15min
A Warning For 2024 & Posting Cringe 12/14/23
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 fear in 2024. What Adobe is warning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 13, 2023 • 17min
The Berkshire of Tech? Really? 12/13/23
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 CEO, the strategy and the “Berkshire Hathaway of tech.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 12, 2023 • 14min
Google, Apple & An Epic Win 12/12/23
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 monopolies. What comes next for Google…. and Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 11, 2023 • 15min
Blue Texts are Big Business 12/11/23
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 fight between two tech behemoths. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 8, 2023 • 17min
The Wrinkliest Story in Tech 12/8/23
Microsoft’s OpenAI deal is coming under regulatory scrutiny -- why an innovative partnership may now get a second look. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 8, 2023 • 8min
TechCheck+ The Great Rebundling: How streaming platforms are recreating what they tried to replace 12/8/23
Content overload, rising prices, and commercials. If you thought we’ve moved on from the cable bundle, think again. Streaming platforms are now recreating the very thing they tried to replace. This week on Tech Check, how media companies, tech giants, retailers, and even longtime rivals are teaming up to bring back the dreaded bundle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
