エピソード

  • Tech CEOs still waiting for return on Trump bet 04/11/25
    2025/04/11

    Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are still waiting for a return on their charm offensive.

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    5 分
  • Big Tech digs in on AI Capex amid tariff whiplash 4/10/25
    2025/04/10

    Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s

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    4 分
  • TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25
    2025/04/09
    Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.
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    9 分
  • Google's cloud strategy amid tariff turmoil 04/09/25
    2025/04/09

    Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.

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    5 分
  • Tariffs threaten AI data center build 4/8/25
    2025/04/08
    Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout.
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    5 分
  • How Tariffs could threaten the AI Boom 4/4/25
    2025/04/04

    Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.

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    2 分
  • Magnificent 7 stocks slide as tariffs hammer big tech
    2025/04/03

    The Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps are in the best position to weather the tariff fallout.

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    5 分
  • TikTok deadline looms as Meta faces key AI test 4/2/25
    2025/04/02

    Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy.

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    6 分