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 caught in U.S., China “Chiplomacy” 9/15/25
U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020…
- TechCheck
OpenAI and Microsoft’s uneasy truce 9/12/25
OpenAI reaching a tentative agreement with Microsoft that brings the AI darling one step closer to its long-awaited for-profit shift. We dig into the details…
- TechCheck
Oracle and OpenAI’s $300B Cloud deal 9/11/25
Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that OpenAI is…
- TechCheck
Amazon launches Zoox Robotaxis in Las Vegas 9/10/25
Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new…
- TechCheck
Google's ad tech trial strategy, plus trading the Apple ecosystem 9/9/25
As Google gets ready to fight an antitrust battle around its advertising technology, a new court filing hints at how the search giant might frame its arguments…
- TechCheck
Apple set to unveil iPhone 17 models 9/8/25
Apple’s biggest event of the year is set to kick off tomorrow when it is reportedly expected to launch major redesigns to the iPhone for the first time in 5…
- TechCheck
Broadcom’s $10B customer 9/5/25
Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who…
- TechCheck
Top Tech CEO’s meet for White House dinner 9/4/25
CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We…
- TechCheck
What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25
Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling could impact the…
- TechCheck
Nvidia's Chip Diplomacy and Concentration Risk 8/28/25
Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company…
- TechCheck
Defense tech startups and VCs on government equity stakes 8/26/25
Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the…
- TechCheck
China risks loom over Nvidia print 8/27/25
Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s…
- TechCheck
Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25
Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive…
- TechCheck
Google search remedies loom 8/21/25
Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actually help the…
- TechCheck
Google unveils new Pixel phones 8/20/25
Google unveiling a new line of its Pixel phones at their annual “Made by Google” event in Brooklyn. We dig into what the new devices tell us about the state of…
- TechCheck
Softbank’s $2B Intel Investment 8/19/25
Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration considers a…
- TechCheck
Hollywood’s high-stakes AI moment 8/18/25
The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hollywood’s…
- TechCheck
Trump administration eyes Intel stake - Reports 8/15/25
Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would mean and…
- TechCheck
GPT-5 spurs enterprise AI battle 8/14/25
OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business. Hosted by…
- TechCheck
China tech's lock-in to Nvidia chips 8/11/25
President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at…
- TechCheck
Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25
Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for…
- TechCheck
OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25
OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after…
- TechCheck
OpenAI eyes $500B valuation deal 8/6/25
OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any…
- TechCheck
OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25
OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report…
- TechCheck
Tim Cook hints at AI acquisitions 8/4/25
Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look…
- TechCheck
CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25
Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending…
- TechCheck
Meta eyes AI-powered ad growth 7/29/25
Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta…
- TechCheck
Spotify’s AI advertising potential 7/28/25
Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business. Hosted by Simplecast…
- TechCheck
Apple’s China turnaround, and Tesla’s new chips deal 7/28/25
New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new…
- TechCheck
Apple’s AI strategy in focus 7/25/25
A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in…
- TechCheck
Broadcom Boosted by Google's AI Spend 7/24/25
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions…
- TechCheck
How Oracle could benefit from OpenAI's data center ambitions 7/22/25
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions…
- TechCheck
Nvidia's H20 China delays, plus the rise of AI companions 7/21/25
Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its restart there…
- TechCheck
Impact of Nvidia’s return to China 7/18/25
Impact of Nvidia’s return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to…
- TechCheck
How European tariffs could backfire on U.S. chipmaking plans 7/16/25
Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in…
- TechCheck
Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed…
- TechCheck
Cracks in the AI productivity bull case 7/11/25
Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might…
- TechCheck
Nvidia's next catalysts after $4 trillion milestone 7/9/25
After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO…
- TechCheck
Meta poaches top Apple AI researcher 7/8/25
Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into…
- TechCheck
How the GOP bill could slow U.S. AI innovation 7/7/25
President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's…
- TechCheck
Google promotes “AI Mode” on homepage 7/2/25
The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s…
- TechCheck
Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25
Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s…
- TechCheck
Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25
Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI…
- TechCheck
OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25
OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the…
- TechCheck
AI’s reasoning blind spot 6/26/25
Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market…
- TechCheck
TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25
AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is…
- TechCheck
Waymo, Uber bring robotaxis to Atlanta 6/24/25
Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale…
- TechCheck
Tesla’s robotaxi debut sends shares surging 6/23/25
Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring. We dig into how the robotaxi race is rapidly…
- TechCheck
Meta’s all-out AI talent hunt, plus Masayoshi Son’s latest big bet 6/20/25
A source confirming to CNBC that Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at Softbank’s…
- TechCheck
Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25
Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins…
- TechCheck
Microsoft and OpenAI’s slow untangling 6/17/25
One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft and why AGI…
- TechCheck
Tech’s tightrope in Gulf AI deals 6/16/25
Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how those…
- TechCheck
Scale AI CEO joins Meta 6/13/25
Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. We dig…
- TechCheck
Kalshi airs fully AI-generated ad on primetime 6/12/25
AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was…
- TechCheck
Meta spends $15B for Scale AI stake 6/10/25
A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, and the…
- TechCheck
Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25
Researchers at Apple are out with a new paper that throws cold water on the biggest trend in AI right now: reasoning models. Scientists there say that beyond a…
- TechCheck
Amazon’s big bet on “Physical AI” 6/6/25
Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big…
- TechCheck
TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25
Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company…
- TechCheck
How AI “vibe-hacking” could upend cyber security 6/5/25
Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the…
- TechCheck
Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25
New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into…