TechCheck

Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...

Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event this year Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blockbuster earnings for Netflix…  Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s important for Google and Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re making a direct contrast from to the bubble of the late 90s to today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...

One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts...

Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitcoin was supposed to be so much more – a revolution, bypassing the traditional financial system with a democratic, decentralized, peer-to-peer electronic cash system for unbanked populations. But Wall S...

More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting like public companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to that story this year? It comes back to Europe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, hype and reality. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap tech peers, on its lack of a clear AI strategy. But long-term, Apple could be the dark horse to watch for, especially in the next technological shift that experts say is coming to AI. Its vertical integration of hardware, software, silicon and services gi...

The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of Google is making itself felt within Google. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match. Is the sector recovering… or is this new lower growth era just the new normal? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the EU. Why, and why Europe? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be disrupted by a generative AI upstart? This week Perplexity raised $74 million from the likes of Nvidia and Jeff Bezos to try to do just that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and...

The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What it signals about the digital ad landscape and big tech in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble phenomenon, and is AI now bringing the action back to San Francisco and Northern California. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barclays warns of weakening demand for iPhones Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s China problem & opportunity… how its longtime ticket to success has become a liability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.