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
Sam Altman’s $27M “lemon” 7/18/24
Something that AI apparently can't do yet: inspect your home. OpenAI founder and CEO Sam Altman might've found that out the hard way, now suing the developer…
- TechCheck
Influential VCs Turn to Trump 7/17/24
The latest in Silicon Valley to come out for former President Trump are Marc Andreessen and Ben Horowitz, two of the most influential names in the startup…
- TechCheck
JD Vance’s Silicon Valley Ties 7/16/24
Former President Trump’s newly announced running mate has longtime ties to Silicon Valley as a former venture capitalist -- but any optimism that another Trump…
- TechCheck
Exclusive with SailGP CEO Russell Coutts 7/12/24
A new, high-stakes sport is gaining traction here in the U.S. SailGP, co-founded by Oracle’s Larry Ellison, is the Formula 1 of sailing, featuring ten teams…
- TechCheck
Tesla Delays Robotaxi & Google Calls Off Deal with Hubspot 7/11/24
CNBC’s Deirdre Bosa shares details about Tesla’s delay of its robotaxi, the market impact to ride-share companies, and more. Plus, Google has reportedly backed…
- TechCheck
OpenAI’s Undisclosed Hack, Plus Threads Turns One 7/5/24
CNBC confirms that OpenAI was hacked in April of last year, and never told law enforcement or the public. It raises of question how much genAI companies should…
- TechCheck
What a Second Trump Presidency Would Mean for Tech 7/1/24
Between last week’s debate and today’s Supreme Court ruling, Silicon Valley is thinking more than ever about what another Trump presidency would mean for the…
TechCheckTechCheck+ You don’t know Nvidia 6/28/24
The world has gone crazy for Nvidia -- or at least, Wall Street has. The stock has almost single-handedly lifted the entire market due to its monster valuation…
- TechCheck
Softbank Backs Perplexity at $3B valuation 6/27/24
The Japanese tech investor Softbank is now backing Perplexity with a $10 million to $20 million fresh round of funding, valuing Perplexity AI at $3 billion and…
TechCheckTechCheck+ Figma CEO Dylan Field 6/26/24
CNBC's Dierdre Bosa is at Figma's "Config" Conference in San Francisco with Figma CEO Dylan Field. Following a regulatory block of Adobe’s $20 billion…
- TechCheck
EU Regulators Take Aim at Big Tech 6/25/24
Another major antitrust charge is coming out of the European Union today, saying that Microsoft’s bundling of Teams with other software like Office 365 is an…
- TechCheck
Apple’s AI Ecosystem: EU’s DMA Charge and Potential Meta Partnership 6/24/24
Apple is being hit with the first charge under the EU’s new Digital Markets Act, with regulators accusing the tech giant of preventing app store customers from…
- TechCheck
Softbank Back on the AI Offensive 6/21/24
As Nvidia turns lower today, Softbank's Masayoshi Son expressed regret over selling his shares too soon - a stake that would have been worth $160B today. He…
- TechCheck
Retail Investors Crowd into the Magnificent 7 6/20/24
Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged Nvidia plays through long-leveraged…
- TechCheck
Social Media Warning Labels, Plus Deepfakes’ Impact on the Election 6/17/24
The U.S. Surgeon General is now calling for a warning label to be applied to social media apps, similar to those on alcohol and tobacco products. He says…
TechCheckTechCheck+ Apple's AI killer is... the iPhone 6/14/24
Apple has now leapfrogged leaders Microsoft and Google in the high-stakes AI race by promising the first killer use of AI - a true personal assistant, in the…
- TechCheck
Apple’s AI Deal Reshuffles Rankings 6/13/24
Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged…
- TechCheck
Apple’s AI Edge 6/11/24
Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged…
- TechCheck
The AI Debut and Backlash Cycle 6/10/24
Apple just debuting its generative AI system Apple Intelligence, integrated with chatGPT that can look across your apps to retrieve, compile and take action on…
TechCheckTechCheck+ Tech for Trump: Silicon Valley investors turn against Biden 6/7/24
Silicon Valley investors held a mega fundraiser for former President Trump in the heart of San Francisco - what was once an overwhelmingly liberal bastion of…
- TechCheck
Silicon Valley’s Political Shift 6/6/24
A mega-fundraiser for former president Trump is about to kick off in the heart of San Francisco, what was once a liberal bastion of America, and could raise…
- TechCheck
Elliott Takes Aim at Softbank… Again 6/5/24
It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and…
- TechCheck
Elon Musk, Sam Altman and the Cult of the Founder 6/4/24
Elon Musk and Sam Altman are both now facing scrutiny for balancing conflicts of interest with their side ventures. Musk has now seemed to confirm a report…
- TechCheck
Spotify’s Year of Monetization 6/3/24
Spotify is hiking prices for the second time in a year, raising a premium individual plan to $11.99 a month. But not all streamflation is the equal. Users are…
- TechCheck
Google Scales Back AI Search Tool 5/31/24
Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after…
- TechCheck
Software’s AI Nuclear Winter 5/30/24
Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're…
- TechCheck
OpenAI Board Member Speaks Out 5/29/24
New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now…
- TechCheck
Elon Musk’s Web of Loyalists Back xAI 5/28/24
Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most…
- TechCheck
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24
CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more. Hosted…
- TechCheck
AI Competition Heating Up 5/21/24
CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet…
- TechCheck
Microsoft & Departures from OpenAI 5/20/24
CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more. Hosted by Simplecast, an AdsWizz company…
- TechCheck
Gen AI Startups Get Corporate 5/17/24
Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra…
TechCheckTechCheck+ Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24
AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s…
- TechCheck
Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24
Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big…
- TechCheck
Google’s AI Search Overhaul 5/15/24
Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar…
TechCheckTechCheck+ Alphabet CEO Sundar Pichai 5/14/24
Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s…
- TechCheck
OpenAI Front-Runs Google 5/13/24
OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the…
TechCheckTechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24
Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind…
- TechCheck
The Case for Staying Private 5/9/24
Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the…
- TechCheck
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll…
- TechCheck
What’s Next for Uber 5/6/24
Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially…
- TechCheck
Chinese Stocks Stage Comeback 5/3/24
Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a…
TechCheckTechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24
Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous…
- TechCheck
Google’s Next Challenge 5/2/24
Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage…
- TechCheck
Megacap Capex Soars in AI Ramp Up 4/30/24
Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments…
- TechCheck
Top Morgan Stanley Banker on IPO Pipeline 4/29/24
The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to…
TechCheckTechCheck+ The reinvention of Mark Zuckerberg 4/26/24
Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his…
- TechCheck
What Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24
Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign…
- TechCheck
The Battle Over TikTok’s Algorithm 4/24/24
At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats…
- TechCheck
Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24
Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both…
- TechCheck
Big Tech’s Capital Return Opportunity 4/22/24
This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six…
- TechCheck
Google’s Culture Shift 4/19/24
Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what…
- TechCheck
The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24
: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and…
- TechCheck
Ranking in Silicon Valley 4/17/24
The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech…
- TechCheck
Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24
Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several…
- TechCheck
Apple and Tesla’s Parallels 4/15/24
Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that…
- TechCheck
Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24
Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat…
- TechCheck
Andy Jassy’s Balancing Act 4/11/24
The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that…
TechCheckTechCheck+ Flow Co-Founder Adam Neumann 4/11/24
Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy…
TechCheckTechCheck+ Google Cloud CEO Thomas Kurian 4/10/24
A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But…