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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 inve...
Episodis Recents
1164 episodis
OpenAI Slams Anthropic in Shareholder Memo 4/10/26
CNBC’s Kate Rooney reports on OpenAI’s memo to shareholders about Anthropic.
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The Ongoing Race for AI Compute 4/9/26
CNBC’s Kristina Partsinevelos reports on the latest in the AI race, including Meta’s commitment to an additional $21 billion dollars of spending with...
Anthropic Limits Mythos AI Rollout 4/8/26
CNBC’s Kate Rooney reports the latest on Anthropic’s new AI model rollout amid concerns hackers could use the technology for cyber attacks.
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Google’s Nvidia Chip Alternative 4/7/26
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market.
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Sam Altman’s AI Industrial Policy 4/6/26
CNBC’s Kate Rooney reports on OpenAI CEO Sam Altman’s ambitious plan for the future of AI as laid out in a recent policy memo and the latest news arou...
Elon Musk’s SpaceX IPO Strategy 4/2/26
CNBC’s Deirdre Bosa reports the latest news surrounding SpaceX’s IPO, including news the company could allocate up to 30% of shares to retail investor...
Apple’s Vibe-Coding Crackdown 4/1/26
CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns....
Apple built a hardware empire in its first 50 years. The next 50 could be defined by AI. 4/1/26
Apple turns 50 at a moment when it’s losing the AI race and doing something once almost unthinkable: opening Siri to rival chatbots and leaning on Goo...
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.
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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 w...
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.
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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...
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 t...
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” partnersh...
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 wi...
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...
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...
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...
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...
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...
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...
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 ta...
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, C...
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...
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...
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 w...
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 in...
Anthropic’s ‘more with less’ playbook 1/2/25
Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to...
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. W...
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...
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...
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, Rich...
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 me...
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 c...
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. Plu...
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 b...
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 decl...
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...
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 an...
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, a...