
TechCheck
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.
Latest episodes

Mar 24, 2025 • 5min
Alphabet’s Wiz deal signals signs of life in M&A 3/24/25
Alphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets.

Mar 21, 2025 • 7min
The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25
AI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shifting from model makers to so-called AI “Wrappers.” Plus, Starlink is expanding into India, but its success lies in the hands of two billionaires.

Mar 20, 2025 • 6min
Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25
Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi Son’s bet on data centers. It’s a strategic move in one of the hottest battlegrounds in tech: AI infrastructure.

Mar 19, 2025 • 6min
Nvidia's Roadmap to Physical AI 3/19/25
Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace automation that he suggests might enter our lives sooner than we think. But it's a cut-throat race against China, which has already seen companies release commercialized robots that are more affordable and accessible.

Mar 18, 2025 • 7min
Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25
Google parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz. We dig into the acquisition, which is Alphabet’s largest, and look at why the company is willing to pay a premium— nearly $10 billion more than last summer’s failed bid – to bolster its security technology in the face of advancing AI and cybersecurity threats

Mar 17, 2025 • 5min
Google expands access to AI image generator 3/17/25
Google is now expanding access to its powerful AI image generation model. We look at the buzz, and dig into new developments that show AI giants are moving to practicality over power.

Mar 14, 2025 • 9min
OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25
Open AI is calling on the Trump White House to ban DeepSeek and other ‘PRC-Produced’ AI models. We look at how the Trump administration’s big tech policy could shape the future of American AI. Plus, a look inside Y Combinator’s newest batch of startups.

Mar 13, 2025 • 6min
Apple’s AI Stumbles weigh on shares 3/13/25
Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumbles in bringing AI to iPhones.

Mar 12, 2025 • 6min
Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25
Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal judge to delay a September trial against Amazon, citing budgeting and staffing shortalls.

Mar 11, 2025 • 5min
Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25
Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s valuation. Plus, we look at OpenAI’s new toolkit for developing AI agents.