TechCheck
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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 inve...
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The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26
OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to ta...
Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26
Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, C...
Apple bets big on Gemini, plus Meta’s new President 1/12/26
Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president and...
Gmail unveils new AI features 1/8/26
Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for...
Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26
Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and w...
China’s AI-driven IPO revival 1/5/26
AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig in...
Anthropic’s ‘more with less’ playbook 1/2/25
Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to...
Top AI scientists spar over AGI 12/23/25
Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. W...
Waymo’s San Francisco blackout pause 12/22/25
Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We...
Google's chip challenge to Nvidia 12/18/25
Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to...
AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Rich...
SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it me...
Nvidia exports and the battle for AI ecosystem dominance 12/10/25
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia c...
What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25
Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plu...
Tiger Global launches new investment fund 12/8/25
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI b...
TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25
This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly decl...
Google’s Vibe-Coding Play 12/4/25
Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google...
Pressure on the AI Agent narrative 12/3/25
Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's an...
OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, a...
The state of the AI trade: ChatGPT turns three 12/1/25
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We di...
TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around...
Alibaba and Google’s AI comeback 11/24/25
Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week afte...
TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michae...
Startup Losses Fuel AI Boom 11/14/25
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup lo...
Meta's chief AI scientist reportedly departing 11/11/25
Meta’s chief AI scientist reportedly departing the company to create his own AI startup as the social media giant undergoes an AI overhaul. We dig int...
U.S., China and the race for cheaper AI 11/10/25
The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We d...
Google’s latest AI chip takes on Nvidia 11/6/25
Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ c...
The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25
A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a loo...
Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house...
Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would...
Anthropic Divides Silicon Valley Over AI Regulation 10/21/25
Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White...
Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25
As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol ar...
Tim Cook's China tightrope act 10/15/25
New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. W...
OpenAI and Broadcom sign 10 gigawatt deal 10/13/25
Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into t...
UAE aims to be Middle East’s AI hub 10/9/25
Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the Unite...
Nvidia's self-funded AI loop 10/8/25
Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into...
Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s...
Inside OpenAI’s data center hunt 10/3/25
OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been...
OpenAI’s AI video “slop” backlash 10/2/25
OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image g...
Google’s smart home AI revamp 10/1/25
Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into...