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TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24
Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMin…
1 year, 10 months ago
The Case for Staying Private 5/9/24
Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation …
1 year, 10 months ago
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the l…
1 year, 10 months ago
What’s Next for Uber 5/6/24
Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, …
1 year, 10 months ago
Chinese Stocks Stage Comeback 5/3/24
Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be …
1 year, 10 months ago
TechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24
Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and …
1 year, 10 months ago
Google’s Next Challenge 5/2/24
Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the d…
1 year, 10 months ago
Megacap Capex Soars in AI Ramp Up 4/30/24
Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI in…
1 year, 11 months ago
Top Morgan Stanley Banker on IPO Pipeline 4/29/24
The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more te…
1 year, 11 months ago
TechCheck+ The reinvention of Mark Zuckerberg 4/26/24
Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter …
1 year, 11 months ago