TechCheck

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 case may be more complicated than it seems. 

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Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war. 

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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 the spat highlights the cracks showing in the relationship between President Trump and big tech. 

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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 debate in Silicon Valley over the best strategy in the AI arms race against China. 

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Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.

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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 around capital expenditures.

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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 robotaxi ambitions and why he believes Tesla has an edge on rival Waymo.  

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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 monopoly. We look at how regulators are moving past playing catch-up with big tech, and going on the offense.

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Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI chip. Plus, we look at reports that Amazon is joining Microsoft in pausing some data center leases, and what it means for the AI trade.  

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