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.
Notable Guests
Episodes (1659)
Anthropic’s White House Meeting 4/17/26
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The Pentagon’s Next AI Partner 4/16/26
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Meta Deepens Broadcom Chip Push 4/15/26
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Oracle’s Data Center Power Plans 4/14/26
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OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26
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OpenAI Slams Anthropic in Shareholder Memo 4/10/26
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The Ongoing Race for AI Compute 4/9/26
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Anthropic Limits Mythos AI Rollout 4/8/26
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Google’s Nvidia Chip Alternative 4/7/26
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Sam Altman’s AI Industrial Policy 4/6/26
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Elon Musk’s SpaceX IPO Strategy 4/2/26
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Apple’s Vibe-Coding Crackdown 4/1/26
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Apple built a hardware empire in its first 50 years. The next 50 could be define...
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Nvidia’s Web of AI Investments 3/31/26
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AI Capex Concerns & Big Tech 3/30/26
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Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26
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U.S. AI infighting and China’s opportunity 3/3/26
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TechCheck Takes: AI is taking over and there are no guardrails 3/3/26
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China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26
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AI’s high-stakes safety divide 2/12/26
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AI eroding the software moat 2/9/26
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Moltbook: Where AI bots socialize 2/2/26
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TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
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OpenAI to “Dramatically” slow hiring 1/27/26
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Anthropic brings AI to finance 1/26/26
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TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Rep...
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The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26
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Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26
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Apple bets big on Gemini, plus Meta’s new President 1/12/26
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Gmail unveils new AI features 1/8/26
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Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/2...
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China’s AI-driven IPO revival 1/5/26
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Anthropic’s ‘more with less’ playbook 1/2/26
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Top AI scientists spar over AGI 12/23/25
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Waymo’s San Francisco blackout pause 12/22/25
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Google's chip challenge to Nvidia 12/18/25
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AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
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SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
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Nvidia exports and the battle for AI ecosystem dominance 12/10/25
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What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25
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Tiger Global launches new investment fund 12/8/25
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TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the mo...
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Google’s Vibe-Coding Play 12/4/25
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Pressure on the AI Agent narrative 12/3/25
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OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
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The state of the AI trade: ChatGPT turns three 12/1/25
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TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvid...
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Alibaba and Google’s AI comeback 11/24/25
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TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
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Startup Losses Fuel AI Boom 11/14/25
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