Podcast Episodes
Back to SearchBig tech earnings signal tariff resilience 5/2/25
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…
1 year ago
Meta, Microsoft boost AI bulls 5/1/25
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 cas…
1 year ago
TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25
Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or …
1 year ago
AI gets caught in trade war crossfire 04/30/25
Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to co…
1 year ago
100 days in, cracks showing in Trump, tech relationship 04/29/25
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 t…
1 year ago
Silicon Valley split on China 4/28/25
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 de…
1 year ago
Pichai: Alphabet may offer personal robotaxis 4/25/25
Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could mos…
1 year ago
What to watch in Alphabet results 4/24/25
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 ar…
1 year ago
Tesla’s ambitious robotaxi goals 4/23/25
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 robot…
1 year ago
DOJ Now Targeting Google’s Future, Not Just Its Past 4/22/25
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 mon…
1 year ago