Shows / TechCheck
TechCheck
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.
Episodes
- TechCheck
Nvidia’s Web of AI Investments 3/31/26
CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. Hosted by Simplecast, an AdsWizz…
- TechCheck
AI Capex Concerns & Big Tech 3/30/26
CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of…
- TechCheck
Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz company. See…
- TechCheck
U.S. AI infighting and China’s opportunity 3/3/26
The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows…
- TechCheck
TechCheck Takes: AI is taking over and there are no guardrails 3/3/26
AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore…
- TechCheck
China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26
China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with…
- TechCheck
AI’s high-stakes safety divide 2/12/26
The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the…
- TechCheck
AI eroding the software moat 2/9/26
Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali…
- TechCheck
Moltbook: Where AI bots socialize 2/2/26
A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and…
- TechCheck
TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving…
- TechCheck
OpenAI to “Dramatically” slow hiring 1/27/26
Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We dig into what…
- TechCheck
Anthropic brings AI to finance 1/26/26
OpenAI is teasing new upgrades to its AI coding tool this week as rival Anthropic’s Claude Code continues to gain traction online. We dig into the new tools…
- TechCheck
TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26
Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step…
- TechCheck
The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26
OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about…
- TechCheck
Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26
Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI…
- TechCheck
Apple bets big on Gemini, plus Meta’s new President 1/12/26
Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president and what the…
- TechCheck
Gmail unveils new AI features 1/8/26
Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for Gmail…
- TechCheck
Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26
Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and what they…
- TechCheck
China’s AI-driven IPO revival 1/5/26
AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what…
- TechCheck
Anthropic’s ‘more with less’ playbook 1/2/26
Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk…
- TechCheck
Top AI scientists spar over AGI 12/23/25
Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig…
- TechCheck
Waymo’s San Francisco blackout pause 12/22/25
Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We dig into…
- TechCheck
Google's chip challenge to Nvidia 12/18/25
Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to Nvidia’s…
- TechCheck
AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard…
- TechCheck
SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for…
- TechCheck
Nvidia exports and the battle for AI ecosystem dominance 12/10/25
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are…
- TechCheck
What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25
Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plus, a look…
- TechCheck
Tiger Global launches new investment fund 12/8/25
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is…
- TechCheck
TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25
This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares…
- TechCheck
Google’s Vibe-Coding Play 12/4/25
Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google Cloud…
- TechCheck
Pressure on the AI Agent narrative 12/3/25
Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's another…
- TechCheck
OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, asking…
- TechCheck
The state of the AI trade: ChatGPT turns three 12/1/25
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into…
- TechCheck
TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around…
- TechCheck
Alibaba and Google’s AI comeback 11/24/25
Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after launch…
- TechCheck
TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry…
- TechCheck
Startup Losses Fuel AI Boom 11/14/25
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are…
- TechCheck
Meta's chief AI scientist reportedly departing 11/11/25
Meta’s chief AI scientist reportedly departing the company to create his own AI startup as the social media giant undergoes an AI overhaul. We dig into what…
- TechCheck
U.S., China and the race for cheaper AI 11/10/25
The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into…
- TechCheck
Google’s latest AI chip takes on Nvidia 11/6/25
Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ chips and…
- TechCheck
The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25
A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a look at who…
- TechCheck
Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house AI chips…
- TechCheck
Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would provide…
- TechCheck
Anthropic Divides Silicon Valley Over AI Regulation 10/21/25
Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White House AI…
- TechCheck
Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25
As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol are…
- TechCheck
Tim Cook's China tightrope act 10/15/25
New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig…
- TechCheck
OpenAI and Broadcom sign 10 gigawatt deal 10/13/25
Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal…
- TechCheck
UAE aims to be Middle East’s AI hub 10/9/25
Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the United Arab…
- TechCheck
Nvidia's self-funded AI loop 10/8/25
Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into xAI on…
- TechCheck
Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest…
- TechCheck
Inside OpenAI’s data center hunt 10/3/25
OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been running a…
- TechCheck
OpenAI’s AI video “slop” backlash 10/2/25
OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image generator…
- TechCheck
Google’s smart home AI revamp 10/1/25
Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into the news…
- TechCheck
Amazon touts Alexa+ in new devices 9/30/25
Amazon unveiling long-awaited updates to its Echo, Ring, and Alexa+ digital assistant at it’s “Devices and Services” event today. We dig into the news and what…
- TechCheck
EA’s $55 Billion Deal and Anthropic Heats Up AI Arms Race 9/29/25
Electronic Arts is being acquired in what will be the biggest leveraged buyout in history. CNBC’s Steve Kovach takes a closer look at why one of the major…
- TechCheck
Anthropic, OpenAI rivalry goes global 9/26/25
Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion means and…
- TechCheck
Amazon’s $2.5B Prime settlement, and the $100M Databricks, OpenAI deal 9/25/25
Amazon has reached a $2.5 settlement with the FTC over accusations of deceptive practices locking consumers into Prime subscriptions. Plus, we talk to…
- TechCheck
OpenAI and Oracle's data center ambitions 9/23/25
OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure push to…
- TechCheck
U.S. Nears TikTok Deal, Plus Oracle's CEO Shakeup 9/22/25
President Trump is set to sign an executive order on TikTok this week, in which a new U.S. entity would license, retrain and update a copy of TikTok's…
- TechCheck
Musk, Altman rivalry escalates with new OpenAI hire 9/16/25
OpenAI is launching the latest salvo in the rivalry between Sam Altman and Elon Musk. Hiring former xAI CFO Mike Liberatore to oversee their massive…