Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news f...
Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.
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Next phase of AI takes shape 12/19/24
Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI.
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Options boom drives Big Tech volatility 12/18/24
Mega Caps stocks are popping this month, and the trend is being propelled by more than just traditional trading. We dig into how bullish options activity is driving some of the biggest moves in tech and fueling increased volatility as investors search for more upside.
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TechCheck+ Databricks CEO Ali Ghodsi 12/18/24
CNBC’s Deirdre Bosa sits down with Databricks CEO Ali Ghodsi to talk its mega funding round, what it means for AI enthusiasm and more.
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Databricks’ mega funding round 12/17/24
Databricks is announcing an eye-popping $10 billion funding round at a $62 billion dollar valuation, one of the largest in Silicon Valley history. Investors include Thrive Capital and Andreessen Horowitz as Databricks looks well positioned in the next phase of AI generative AI adoption. We look at what the ballooning Silicon Valley funding rounds mean amid Wall Street's IPO drought.
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
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