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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.
카테고리: 과학 기술
마지막 에피소드 듣기:
We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which include Nvidia and Tesla. Plus, during the mobile internet platform shift, semis were the first to be recognized by markets, then infrastructure, and finally software. That may point to what the next trillion dollar company is after Nvidia.
이전 에피소드
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585 - The New FAANG and Predicting the AI Monetization Cycle 5/30/23 Tue, 30 May 2023
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584 - The Week AI Got Real (For Profits) 5/26/23 Fri, 26 May 2023
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583 - TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23 Fri, 26 May 2023
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582 - Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23 Thu, 25 May 2023
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581 - Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23 Wed, 24 May 2023
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580 - Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23 Tue, 23 May 2023
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579 - Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23 Mon, 22 May 2023
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578 - Big Tech Props Up The Market 5/19/23 Fri, 19 May 2023
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577 - Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23 Thu, 18 May 2023
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576 - Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23 Wed, 17 May 2023
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575 - AI Faces Congress 5/16/23 Tue, 16 May 2023
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574 - AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23 Mon, 15 May 2023
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573 - Under-the-Radar AI Picks 5/12/23 Fri, 12 May 2023
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572 - Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23 Thu, 11 May 2023
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571 - Google I/O Recap 5/10/23 Wed, 10 May 2023
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570 - PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23 Tue, 9 May 2023
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569 - AI Threatens Ad Industry 5/8/23 Mon, 8 May 2023
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568 - Block CFO & Dropbox CEO weigh in after earnings 5/5/23 Fri, 5 May 2023
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567 - TechCheck+ AI Roadkill 5/5/23 Fri, 5 May 2023
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566 - Previewing Apple Earnings Plus Big Tech At The White House 5/4/23 Thu, 4 May 2023
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565 - Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23 Tue, 2 May 2023
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564 - Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23 Mon, 1 May 2023
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563 - TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23 Mon, 1 May 2023
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562 - Digging into Snap, Pinterest, and Amazon earnings 4/28/23 Fri, 28 Apr 2023
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561 - AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23 Tue, 25 Apr 2023
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560 - TechCheck+ Google on Defense 4/21/23 Fri, 21 Apr 2023
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559 - Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23 Thu, 20 Apr 2023
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558 - Google’s New Phone. Why? 4/19/23 Wed, 19 Apr 2023
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557 - Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23 Tue, 18 Apr 2023
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556 - Samsung CONSIDERED Replacing Google Search 4/17/23 Mon, 17 Apr 2023
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555 - Tesla Price Cuts & Walmart Sells Bonobos 4/14/23 Fri, 14 Apr 2023
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554 - Jassy’s Letter to Amazon Shareholders 4/13/23 Thu, 13 Apr 2023
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553 - Mad MAX from Warner Brothers Discovery, and Apple iPhone Buttons 4/12/23 Wed, 12 Apr 2023
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552 - PC Demand Falls 4/10/23 Tue, 11 Apr 2023
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551 - TechCheck+ Creator of 'Extrapolations' on Apple TV+ 4/6/23 Thu, 6 Apr 2023
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550 - Learn from Chamath Palihapitiya's Mistakes, Plus Big Tech Stocks, Congress & China 4/6/23 Thu, 6 Apr 2023
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549 - TechCheck+ Sports Rights Sleeper Hold 4/6/23 Thu, 6 Apr 2023
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548 - Google Takes On Nvidia in AI 4/5/23 Wed, 5 Apr 2023
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547 - WWE UFC Math, Plus The Most 2023 VC Deal of 2023 4/3/23 Mon, 3 Apr 2023
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546 - Why Are Chinese Tech Companies Breaking Up? 3/31/23 Fri, 31 Mar 2023
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545 - The Government Comes For Crypto Again & Twitter Lost 24 Billion Dollars 3/27/23 Mon, 27 Mar 2023
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544 - Another VC Bubble? And how the tech rally is all Apple & Microsoft 3/24/23 Fri, 24 Mar 2023
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543 - TechCheck+ Amazon’s Missing Profit 3/24/23 Fri, 24 Mar 2023
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542 - Chinese Tech Stocks Sit Back & Another AI Gold Rush 3/21/23 Tue, 21 Mar 2023
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541 - Investors in La La Land & Another Reason to Fear the Bank Runs 3/17/23 Fri, 17 Mar 2023
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540 - TechCheck+ The VC Bailout 3/17/23 Fri, 17 Mar 2023
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539 - The “Bizarro Trade” in Tech, and What Happens if TikTok Is Banned 3/16/23 Fri, 17 Mar 2023
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538 - Stocks Suffer Post-SVB and Foxconn Says Demand for Consumer Electronics is Getting Weaker 3/15/23 Wed, 15 Mar 2023
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537 - TechCheck+ 'The Mandalorian' Creator Jon Favreau On The Storytelling Process 3/15/23 Wed, 15 Mar 2023
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536 - The Meta Layoffs 3/14/23 Tue, 14 Mar 2023