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

TechCheck

39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

2 years ago 6:15

MP3•Episode home

Shares of MongoDB are surging almost 30% today after posting an earnings beat and offering strong guidance when its competitors aren’t, bucking the trend of a slowdown that PagerDuty and Salesforce are warning of. Plus, shares of telecom stocks are falling after a report that Amazon is in talks to offer a free mobile service for Prime customers. Amazon said it is not in talks to offer wireless anytime soon while T-Mobile and Verizon have said they’re not in discussions with the tech giant.

616 episodes

#Tech #MBA #Trading #Business #CNBC #Disruptors #Faang #Technology

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

TechCheck

31 subscribers

published 2 years ago

MP3•Episode home

616 episodes

#Tech #MBA #Trading #Business #CNBC #Disruptors #Faang #Technology

All episodes

1
TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25 20:12

15 hours ago20:12

20:12

Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that’s operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC’s Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025.…

1
How AI “vibe-hacking” could upend cyber security 6/5/25 3:46

16 hours ago3:46

3:46

Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security.

1
Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25 7:46

1 day ago7:46

7:46

New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month.

1
AI laws on chopping block in GOP bill 6/3/25 5:55

3 days ago5:55

5:55

The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI.

1
Perplexity AI nears deal with Samsung 6/2/25 8:03

4 days ago8:03

8:03

Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot.

1
Zuckerberg & Luckey's Reconciliation 5/30/25 6:54

7 days ago6:54

6:54

Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.…

1
Nvidia's Inference Growth Engine 5/29/25 4:35

8 days ago4:35

4:35

China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.

1
The growing disconnect in AI 5/28/25 6:53

9 days ago6:53

6:53

Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress.

1
Tariffs threaten big tech’s physical AI buildout 5/23/25 7:08

14 days ago7:08

7:08

President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.

1
OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25 6:57

15 days ago6:57

6:57

OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported probe of Google’s Character.AI deal means for the AI talent battlefield.

1
Balancing search, AI at Google I/O 5/20/25 7:40

17 days ago7:40

7:40

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its core search business

1
Why Palantir, Anduril are Washington's new tech favorites 5/19/25 44:03

18 days ago44:03

44:03

Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of Trump’s trade policies, defense tech is winning big.

1
Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25 7:43

21 days ago7:43

7:43

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive AI spend and the increasing focus on leaner models.

1
Trump, Cook clash over iPhones 5/15/25 9:22

22 days ago9:22

9:22

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains.

1
Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25 7:07

23 days ago7:07

7:07

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI landscape. Plus, we walk through what to watch in AI Infrastructure Coreweave’s first quarterly report since its March IPO.

TechCheck

1
The Gulf’s AI ambitions, and China backdoor risks 5/13/25 2:39

24 days ago2:39

2:39

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech.

TechCheck

1
Gulf nations’ new role in AI race 5/12/25 7:01

25 days ago7:01

7:01

President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the region for a major investor conference. We look at how a partnership between the Gulf and big tech could reshape the AI landscape.

TechCheck

1
TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25 27:11

30 days ago27:11

27:11

"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to develop the world's most advanced quantum computers. Late last year, Google unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what's possible with a classical computer. CNBC’s Deirdre Bosa gets an exclusive look inside Google quantum lab and explores whether Willow may give Google a chance to take the lead in the next technological era.…

TechCheck

1
OpenAI scraps for-profit plans 5/6/25 6:19

4 weeks ago6:19

6:19

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major investors like Microsoft and Softbank.

TechCheck

1
The Rise of AI Vibe-Coding 5/5/25 6:38

5 weeks ago6:38

6:38

One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.…

TechCheck

1
Big tech earnings signal tariff resilience 5/2/25 4:42

5 weeks ago4:42

4:42

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.…

TechCheck

1
Meta, Microsoft boost AI bulls 5/1/25 6:23

5 weeks ago6:23

6:23

AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems.

TechCheck

1
TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25 39:25

5 weeks ago39:25

39:25

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding.…

TechCheck

1
AI gets caught in trade war crossfire 04/30/25 7:43

5 weeks ago7:43

7:43

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war.

TechCheck

1
100 days in, cracks showing in Trump, tech relationship 04/29/25 6:33

5 weeks ago6:33

6:33

The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relationship between President Trump and big tech.

TechCheck

1
Silicon Valley split on China 4/28/25 7:16

6 weeks ago7:16

7:16

Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in Silicon Valley over the best strategy in the AI arms race against China.

TechCheck

1
Pichai: Alphabet may offer personal robotaxis 4/25/25 7:17

6 weeks ago7:17

7:17

Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.

TechCheck

1
What to watch in Alphabet results 4/24/25 11:30

6 weeks ago11:30

11:30

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures.

TechCheck

1
Tesla’s ambitious robotaxi goals 4/23/25 5:59

6 weeks ago5:59

5:59

Elon Musk reiterating his plan to launch paid, driverless Robotaxis in Austing by the end of June on the Tesla earnings call. We look at Musk’s robotaxi ambitions and why he believes Tesla has an edge on rival Waymo.

TechCheck

1
DOJ Now Targeting Google’s Future, Not Just Its Past 4/22/25 7:19

6 weeks ago7:19

7:19

Google back in court today for day two of the search remedies trial, where the DOJ is arguing that AI could help the tech giant expand its search monopoly. We look at how regulators are moving past playing catch-up with big tech, and going on the offense.

TechCheck

1
Nvidia shares slide report of new Huawei chip, Plus hints of data center pullback 4/21/25 6:09

7 weeks ago6:09

6:09

Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI chip. Plus, we look at reports that Amazon is joining Microsoft in pausing some data center leases, and what it means for the AI trade.

TechCheck

1
Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25 3:44

7 weeks ago3:44

3:44

Nvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look at why the restrictions may be the opening a Chinese rival needs.

TechCheck

1
Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25 7:00

7 weeks ago7:00

7:00

President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?…

TechCheck

1
AI startups set funding records 4/14/25 5:36

8 weeks ago5:36

5:36

As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are setting funding records and what they mean for Megacap tech.

TechCheck

1
Tech CEOs still waiting for return on Trump bet 04/11/25 5:01

8 weeks ago5:01

5:01

Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are still waiting for a return on their charm offensive.

TechCheck

1
Big Tech digs in on AI Capex amid tariff whiplash 4/10/25 3:34

8 weeks ago3:34

3:34

Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s

TechCheck

1
TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25 9:14

8 weeks ago9:14

9:14

Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.

TechCheck

1
Google's cloud strategy amid tariff turmoil 04/09/25 5:13

8 weeks ago5:13

5:13

Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.

TechCheck

1
Tariffs threaten AI data center build 4/8/25 4:58

8 weeks ago4:58

4:58

Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout.

TechCheck

1
How Tariffs could threaten the AI Boom 4/4/25 2:24

9 weeks ago2:24

2:24

Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.

TechCheck

1
Magnificent 7 stocks slide as tariffs hammer big tech 5:02

9 weeks ago5:02

5:02

The Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps are in the best position to weather the tariff fallout.

TechCheck

1
TikTok deadline looms as Meta faces key AI test 4/2/25 5:51

9 weeks ago5:51

5:51

Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy.

TechCheck

1
OpenAI to launch open-weight model 4/1/25 6:06

9 weeks ago6:06

6:06

OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to gain from its shift in strategy.

TechCheck

1
Justice for the AI Wrappers 3/31/25 5:35

10 weeks ago5:35

5:35

In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, it just might be time for Justice for the Wrappers.

TechCheck

1
Meta readies for another EU fine, plus Oracle’s role in TikTok’s future 3/28/25 4:28

10 weeks ago4:28

4:28

The European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite Meta's changes of offering consumers the option of paying for an ad-free subscription or less personalized ads. Plus, Oracle is largely seen as the frontrunner to win the bid for TikTok, since Bytedance already relies heavily on Oracle's Texas servers to store customer data. We look at what's at stake and what an actual deal would look like.…

TechCheck

1
Robinhood goes from meme stock to maturity 3/27/25 6:46

10 weeks ago6:46

6:46

Robinhood made its name as the place to trade meme stocks. Now, it's looking to grow with its customers, launching a suite of new products aimed at the more mature, high net worth investor including wealth management, private banking and a low-cost, actively managed robo-advisor.

TechCheck

1
Big Tech’s AI Spending Spree & The Rise of Special Purpose Vehicles 3/26/25 6:14

10 weeks ago6:14

6:14

After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.…

TechCheck

1
Google: practical quantum applications 5 years away 3/25/25 4:24

10 weeks ago4:24

4:24

Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the announcements on Gemini 2.5 and Waymo’s expansion to Washington D.C.

TechCheck

1
Alphabet’s Wiz deal signals signs of life in M&A 3/24/25 4:30

11 weeks ago4:30

4:30

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.

TechCheck

1
The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25 7:14

11 weeks ago7:14

7:14

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.

TechCheck

1
Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25 6:28

11 weeks ago6:28

6:28

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.…

TechCheck

1
Nvidia's Roadmap to Physical AI 3/19/25 5:45

11 weeks ago5:45

5:45

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.…

TechCheck

1
Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25 7:04

11 weeks ago7:04

7:04

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…

TechCheck

1
Google expands access to AI image generator 3/17/25 5:12

12 weeks ago5:12

5:12

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.

TechCheck

1
OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25 8:58

12 weeks ago8:58

8:58

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.

TechCheck

1
Apple’s AI Stumbles weigh on shares 3/13/25 6:16

12 weeks ago6:16

6:16

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.

TechCheck

1
Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25 6:04

12 weeks ago6:04

6:04

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.

TechCheck

1
Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25 4:56

12 weeks ago4:56

4:56

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.

TechCheck

1
Manus: Overhyped or China’s second DeepSeek moment? 3/10/25 5:55

13 weeks ago5:55

5:55

A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Monday’s selloff.

TechCheck

1
Google unveils 'AI mode' in search 3/7/25 7:01

13 weeks ago7:01