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
Why AI prices are in a race to the bottom 2/26/25
DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the…
- TechCheck
TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25
Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced…
- TechCheck
How stricter chip restrictions could backfire to benefit Huawei 2/25/25
The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up…
- TechCheck
Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25
U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the…
- TechCheck
Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25
Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting…
- TechCheck
Sequoia backs AI health startup 2/19/25
AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI…
- TechCheck
Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25
Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a…
- TechCheck
Wall Street cools on AI spending spree 2/14/25
Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how…
- TechCheck
Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25
Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence…
- TechCheck
High-stakes Paris AI summit sees calls for less regulation 2/11/25
Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President…
- TechCheck
Why OpenAI has a Microsoft problem 2/10/25
New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about…
- TechCheck
Big Tech hunts for AGI at any cost 02/07/25
Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money…
- TechCheck
Why a stronger dollar could spell trouble for Big Tech 02/06/25
The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We look at…
- TechCheck
Perplexity’s case for U.S. TikTok ownership, Plus DeepSeek security concerns 2/5/25
Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plus, what…
- TechCheck
Google faces uphill AI battle in 2025 2/4/2025
Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what…
- TechCheck
Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25
OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil…
- TechCheck
Big Tech rushes to adopt DeepSeek 01/31/25
Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source…
- TechCheck
How DeepSeek kicked off a new AI race 1/29/25
Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is…
- TechCheck
Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25
DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says…
- TechCheck
How China’s DeepSeek upended the AI landscape 1/27/25
China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model…
- TechCheck
TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25
An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more…
- TechCheck
TechCheck+ Databricks CEO Ali Ghodsi 1/23/25
Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more. Hosted by Simplecast, an AdsWizz company. See…
- TechCheck
Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25
Chinese internet firm ByteDance unveiling a new top-performing model that escalates the AI competition between China and the U.S. We look at how key American…
- TechCheck
Trump revokes Biden’s AI safety order as Chinese competition grows 1/21/25
Key guardrails around advanced AI models are now gone after President Trump revoked Biden’s executive order on AI safety. Critics claimed the E-O stifled…
- TechCheck
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to 1/17/25
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking toDescription: Quantum computing stocks have…
- TechCheck
OpenAI’s unveils new rival to Siri, Alexa 01/15/25
2025 is expected to be the year of the AI Agent and ChatGPT developer OpenAI making the first move. We look at their new ‘Tasks’ feature that OpenAI’s…
- TechCheck
TikTok “Refugees” stream to Chinese app RedNote 01/14/25
A report out today claims China is exploring a sale of TikTok’s U.S. operations to Elon Musk. With just days to go before the ban is set to take effect, we…
- TechCheck
Critics pan Zuckerberg’s move towards MAGA 1/13/25
Meta CEO Mark Zuckerberg continuing his MAGA makeover in a recent podcast appearance with Joe Rogan where he slammed Apple for a lack of innovation. We dig…
- TechCheck
Nvidia slams newly reported AI chip export limits 1/10/25
AI chip giant Nvidia coming out hard against newly reported AI chip export limits that the Biden administration is expected to announce. The three-tiered…
- TechCheck
TikTok Shop rival Whatnot raises $265M 1/8/25
Just days before the Supreme Court hears the TikTok ban, TikTok Shop rival Whatnot announcing they’ve hit a nearly $5B valuation as part of its latest funding…
- TechCheck
Zuckerberg’s Trump turn pressures Google 1/7/25
Mark Zuckerberg and Meta continuing their Trump charm offensive with an announcement today that the social media giant is ending fact checking. As more Silicon…
- TechCheck
Sam Altman hints AI's next key breakthrough is within reach 1/6/25
This weekend OpenAI CEO Sam Altman saying that Artificial General Intelligence – a metric that would mean AI has caught up to human reasoning – is within…
- TechCheck
AI results in focus for CES 2025 1/3/25
Next week one of the biggest tech events of 2025 kicks off in Las Vegas. The Consumer Electronics Show – better known as CES – showcases some of the biggest…
- TechCheck
Robotaxis pit Tesla against Uber 1/2/25
Tesla’s self-driving robotaxi technology may define the company in 2025, but it also puts them in direct competition against rideshare giant Uber. We take a…
- TechCheck
New Chinese AI Model Threatens American AI Dominance 12/30/24
DeepSeek v3 is a new AI model developed by a Chinese lab, built in just 2 months with less-performant GPUs and for a fraction of what it cost Google, OpenAI…
- TechCheck
OpenAI unveils plans for for-profit restructure 12/27/24
OpenAI laid out its plan for converting into a for-profit company in a blog post Friday morning. The Generative AI darling says their existing for-profit…
- TechCheck
The 2025 chip trade outlook 12/23/24
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…
- TechCheck
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…
- TechCheck
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…
- TechCheck
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. Hosted by Simplecast, an…
- TechCheck
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…
- TechCheck
Masayoshi Son’s $100B U.S. Investment 12/16/24
Softbank CEO Masayoshi Son joined President Trump at Mar-a-Lago this morning to announce a $100 billion dollar investment in the U.S. over the next four years…
- TechCheck
Tech executives ‘Kiss the Ring’ ahead of Trump 2.0 12/13/24
Tech leaders are previewing their playbook for Trump’s second term. Including trips to Mar-a-Lago, and larger donations to the inaugural fund. So will it…
- TechCheck
Cisco CEO on Business Outlook, Plus the Future of M&A in Trump 2.0 12/12/24
Deirdre Bosa sits down with Cisco CEO Chuck Robbins to talk the outlook for business under a new Trump Presidency and how AI is creating a boom for new digital…
- TechCheck
Google’s AI Edge: Consumer Reach 12/11/24
Google is announcing its more powerful Gemini 2.0 model, which will power its AI search tool “Overviews.” It means the company is now getting new capabilities…
TechCheckTechCheck+ Are AI advancements already slowing down? 12/11/24
Generative AI has developed so quickly in the past two years, massive breakthroughs seemed more a question of “when” rather than “if.” But in recent weeks…
- TechCheck
Venture Capitalists Mold Trump 2.0 12/6/24
President-elect Trump has selected venture capitalist David Sacks as his pick for White House AI & Crypto Czar, a role that involves two of the most important…
- TechCheck
The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24
The new frontier emerging in AI is 3D world-generating models, where you input text, an image or a video and generate a modifiable 3D world. Plus, OpenAI…
- TechCheck
Google AI Podcast Tool’s New Audience and OpenAI’s 12 Days of ‘Ship-Mas’12/4/24
Spotify is now jumping on the AI hype train, teaming up with Google to use their viral AI podcast tool for the 2024 Wrapped, helping users generate customized…
- TechCheck
Intel Board’s Technical Inexperience 12/3/24
Shares of Intel are extending yesterday’s drop after popping initially on the news of Pat Gelsinger’s retirement. It could be because investors are digging…
- TechCheck
Google Subpoenas AI Rivals, Plus Amazon’s NFL Black Friday Game 11/27/24
Google’s latest move after losing its antitrust case over search is subpoenaing AI rivals, trying to rebuff the Justice Department’s efforts to force a…
- TechCheck
Nvidia’s AI Moonshots 11/26/24
Nvidia is showing off a new AI audio generator tool they’re calling Fugatto, capable of creating never-before heard sounds through text and audio prompts…
- TechCheck
Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24
Apple CEO Tim Cook is visiting China for at least the third time this year as he looks to shore up relations ahead of a potential trade battle under…
- TechCheck
Elon Musk as Tech Policy’s Newest Wildcard 11/20/24
Elon Musk is emerging as a new wild card for big tech in Trump’s second administration. His empire of companies and ventures compete with megacaps on numerous…
- TechCheck
Impact of a Google Chrome Spin-off 11/19/24
Shares of Alphabet moved higher today despite reports that the Justice Department is planning to force a sale of the Google Chrome browser. It’s part of the…
- TechCheck
Waymo’s Advantage with Potential Federal Self-Driving Rules 11/18/24
A federal framework for regulating self-driving technology instead of state-by-state ones is more likely to benefit the current and arguably underappreciated…
- TechCheck
The Year That Changed OpenAI 11/15/24
One year ago this week we saw the dramatic ousting of OpenAI CEO Sam Altman and reinstatement just days later. Back at the helm, he has reshaped the company in…
- TechCheck
The Amazon Bull Case Under Trump 11/14/24
Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Will it fare…
- TechCheck
Softbank To Get First Nvidia Blackwell Chips 11/13/24
Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate Softbank…
TechCheckTechCheck+ Box CEO Aaron Levie 11/12/24
Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regulations…