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

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40:54

Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…

2 years ago 6:34

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Carvana is surging more than 30% after striking a new debt restructuring deal despite remaining deeply unprofitable. It's part of a host of pandemic high-flyers that investors left for dead but are now rebounding including Robinhood, Coinbase, Peloton, Affirm, and OpenDoor – all with different business models but characterized by weak financials and high valuations. Plus, Apple is reportedly developing its own AI tools, including a large language model and an internal chatbot that engineers have dubbed “Apple GPT.”

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

TechCheck

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published 2 years ago

MP3•Episode home

619 episodes

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

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TechCheck

1
GPT-5 spurs enterprise AI battle 8/14/25 4:48

24 hours ago4:48

4:48

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business.

TechCheck

1
China tech's lock-in to Nvidia chips 8/11/25 7:10

4 days ago7:10

7:10

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up.

TechCheck

1
Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25 7:01

7 days ago7:01

7:01

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.…

TechCheck

1
OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25 6:27

8 days ago6:27

6:27

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S. investment.

TechCheck

1
OpenAI eyes $500B valuation deal 8/6/25 5:41

9 days ago5:41

5:41

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal.

TechCheck

1
OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25 6:13

10 days ago6:13

6:13

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency strategy.

TechCheck

1
Tim Cook hints at AI acquisitions 8/4/25 4:53

11 days ago4:53

4:53

Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key.

TechCheck

1
CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25 4:36

14 days ago4:36

4:36

Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround.

TechCheck

1
Meta eyes AI-powered ad growth 7/29/25 6:40

16 days ago6:40

6:40

Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell.

TechCheck

1
Spotify’s AI advertising potential 7/28/25 3:57

17 days ago3:57

3:57

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.

TechCheck

1
Apple’s China turnaround, and Tesla’s new chips deal 7/28/25 6:30

18 days ago6:30

6:30

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new $16.5B chip deal between Tesla and Samsung.

TechCheck

1
Apple’s AI strategy in focus 7/25/25 3:57

21 days ago3:57

3:57

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in the iPhone maker’s Q3 earnings, and whether it can change the narrative around its AI strategy.

TechCheck

1
Broadcom Boosted by Google's AI Spend 7/24/25 4:37

22 days ago4:37

4:37

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.

TechCheck

1
How Oracle could benefit from OpenAI's data center ambitions 7/22/25 4:41

24 days ago4:41

4:41

TechCheck

1
Nvidia's H20 China delays, plus the rise of AI companions 7/21/25 6:25

25 days ago6:25