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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 investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23

5 mins; September 25, 2023

TechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23

11 mins; September 22, 2023

Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Worldwide 9/22/23

9 mins; September 22, 2023

Cisco Strikes $28 Billion Deal for Splunk 9/21/23

6 mins; September 21, 2023

TechCheck+ Instacart CEO Fidji Simo 9/19/23

11 mins; September 19, 2023

Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23

7 mins; September 19, 2023

Beware the Blockbuster IPO 9/15/23

9 mins; September 15, 2023

Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23

7 mins; September 15, 2023

Arm IPO: Implications for Venture Capital and Softbank Founder Masa Son 9/14/23

6 mins; September 14, 2023

DOJ’s Historic Trial Against Alphabet Kicks Off – How Will Sundar Pichai Do In Wartime? 9/12/23

8 mins; September 12, 2023

Bill Gurley on Instacart, IPO Market 9/11/23

9 mins; September 11, 2023

TechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23

9 mins; September 11, 2023

Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sports 9/8/23

7 mins; September 08, 2023

Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23

9 mins; September 07, 2023

Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23

8 mins; September 06, 2023

Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23

6 mins; September 05, 2023

The Zombie SPACs 8/31/23

8 mins; August 31, 2023

Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23

9 mins; August 30, 2023

TechCheck+ Dethroning Nvidia 8/29/23

8 mins; August 29, 2023

Nvidia’s Hardware and Software Competition 8/24/23

6 mins; August 24, 2023

Nvidia’s High-Stakes Earnings 8/23/23

5 mins; August 23, 2023

Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23

7 mins; August 22, 2023

Previewing Arm’s F-1 8/21/23

7 mins; August 21, 2023

Instacart and Arm Reportedly Planning September IPOs 8/18/23

8 mins; August 18, 2023

The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race 8/17/23

12 mins; August 17, 2023

Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23

6 mins; August 16, 2023

Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23

5 mins; August 15, 2023

TechCheck+ Opendoor CEO 8/11/23

17 mins; August 11, 2023

Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Even 8/10/23

9 mins; August 10, 2023

Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23

8 mins; August 09, 2023

Paramount Earnings Raises the Bar For Disney, Plus the CHIPS Act Turns One 8/8/23

6 mins; August 08, 2023

Doctors Use AI to Fight Burnout, Plus Eric Hippeau on AI Healthcare Use Cases 8/7/23

9 mins; August 07, 2023

Amazon’s Blowout Quarter, Plus Opendoor Turns a Profit 8/4/23

8 mins; August 04, 2023

Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23

6 mins; August 03, 2023

Arm Reportedly Targets $60B-$70B September IPO 8/2/23

6 mins; August 02, 2023

Uber’s Q2: Profitability, Ad Business in Focus 8/1/23

5 mins; August 01, 2023

Walmart Buys Tiger Global’s Stake in Flipkart for $1.4B, Plus Morgan Stanley on Adobe and Salesforce 7/31/23

8 mins; July 31, 2023

Special Report: Tech Earnings Scorecard 7/28/23

44 mins; July 28, 2023

Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23

3 mins; July 28, 2023

Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23

7 mins; July 25, 2023

The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23

6 mins; July 24, 2023

Special Report: Lyft CEO David Risher & Big Tech Earnings 7/21/23

44 mins; July 21, 2023

Pandemic “Left for Dead” Stocks See New Life, Plus Apple Is Reportedly Developing Its Own AI Tools 7/19/23

6 mins; July 19, 2023

AI Gold Rush Slows, Plus Shares of AT&T Near 30-Year Lows 7/18/23

6 mins; July 18, 2023

Investors Bail on Cathie Wood’s Popular ARKK ETF 7/17/23

5 mins; July 17, 2023

Special Report: Tech Earnings, Venture Debt & Hollywood on Strike 7/14/23

44 mins; July 14, 2023

FTC Files Appeal To Pause Microsoft Activision Merger as Deadline to Close Deal Looms 7/13/23

6 mins; July 13, 2023

Amazon Prime Day Drives Record Sales, Plus Nvidia In Talks to Anchor Arm’s IPO 7/12/23

6 mins; July 12, 2023

Amazon Prime Day Kicks Off 7/11/23

7 mins; July 11, 2023

AI’s Existential Threat, Plus Amazon Prime Day Forecast 7/10/23

6 mins; July 10, 2023

Special Report: All Things Tech & AI 7/7/23

44 mins; July 07, 2023

VC Funding Slump Persists, Plus Alibaba Shares Soar After Ant Group Fine 7/7/23

8 mins; July 07, 2023

Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage Law, Plus Amazon Faces Mounting Competition Risks from China 7/6/23

7 mins; July 06, 2023

Jassy Cracks Down on Studio Spending, Plus A New Potential Cloud Restriction 7/5/23

5 mins; July 05, 2023

AI Startups Drive Dealmaking Rebound 7/3/23

4 mins; July 03, 2023

AI Investing & Tech IPO's 6/30/23

43 mins; June 30, 2023

Number of AI Unicorns Surge, Plus The FTC Plans Amazon Antitrust Suit 6/29/23

4 mins; June 29, 2023

China Narrows Gap in AI Dealmaking Race, Plus Tech IPOs Lag 6/28/23

5 mins; June 28, 2023

AI Deal Making Heats Up, Plus AI Election Impact 6/27/23

7 mins; June 27, 2023

Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23

8 mins; June 26, 2023

Chips Act Eligibility Expands, Plus A Read on the Private Markets 6/23/23

7 mins; June 23, 2023

AWS CEO Discusses New AI Innovation Center, Plus FTC vs. Microsoft/Activision 6/22/23

7 mins; June 22, 2023

Alibaba Announces Surprise Leadership Shakeup 6/20/23

6 mins; June 20, 2023

The Next Seven 6/16/23

6 mins; June 16, 2023

Adobe Earnings Preview, Plus Lyft Acquisition Rumors Swirl 6/15/23

5 mins; June 15, 2023

TechCheck+ Dot Com vs. AI Mania: Comparing 1999 and 2023 6/13/23

8 mins; June 13, 2023

Intel’s New Foothold in the Chip Wars, Plus CalSTRS CIO Cautions Against Tech Rally 6/13/23

10 mins; June 13, 2023

Meta Internal Meeting Reveals Jabs at Apple and a Twitter Competitor 6/9/23

6 mins; June 09, 2023

Tech’s Return to Office Tactics 6/8/23

7 mins; June 08, 2023

Data is Gold in AI Race, Plus Roblox CEO on Potential Apple Partnerships 6/7/23

6 mins; June 07, 2023

Sequoia Capital Splits Into Three VC Firms 6/6/23

7 mins; June 06, 2023

Apple Unveils Vision Pro Headset 6/5/23

12 mins; June 05, 2023

MongoDB Bucks Cloud Slowdown, Plus Telecom Stocks Fall on Amazon Prime Mobile Report 6/2/23

6 mins; June 02, 2023

Tech Carries the Market, Plus Previewing Broadcom Earnings 6/1/23

7 mins; June 01, 2023

Nvidia Throws Intel a Bone, Plus Amazon Workers Plan Walkout 5/31/23

6 mins; May 31, 2023

The New FAANG and Predicting the AI Monetization Cycle 5/30/23

7 mins; May 30, 2023

The Week AI Got Real (For Profits) 5/26/23

4 mins; May 26, 2023

TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23

17 mins; May 26, 2023

Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23

8 mins; May 25, 2023

Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23

5 mins; May 24, 2023

Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23

6 mins; May 23, 2023

Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23

7 mins; May 22, 2023

Big Tech Props Up The Market 5/19/23

2 mins; May 19, 2023

Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23

5 mins; May 18, 2023

Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23

12 mins; May 17, 2023

AI Faces Congress 5/16/23

3 mins; May 16, 2023

AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23

7 mins; May 15, 2023

Under-the-Radar AI Picks 5/12/23

3 mins; May 12, 2023

Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23

10 mins; May 11, 2023

Google I/O Recap 5/10/23

2 mins; May 10, 2023

PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23

8 mins; May 09, 2023

AI Threatens Ad Industry 5/8/23

3 mins; May 08, 2023

Block CFO & Dropbox CEO weigh in after earnings 5/5/23

7 mins; May 05, 2023

TechCheck+ AI Roadkill 5/5/23

6 mins; May 05, 2023

Previewing Apple Earnings Plus Big Tech At The White House 5/4/23

6 mins; May 04, 2023

Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23

10 mins; May 02, 2023

Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23

7 mins; May 01, 2023

TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23

15 mins; May 01, 2023

Digging into Snap, Pinterest, and Amazon earnings 4/28/23

8 mins; April 28, 2023

AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23

10 mins; April 25, 2023

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