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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...
Episodi recenti
1110 episodi
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 t...
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 Unite...
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...
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...
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...
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 g...
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...
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...
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 m...
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...
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...
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 p...
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...
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 i...
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 a...
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...
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...
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 ne...
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...
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 tim...
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 i...
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 Tr...
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 im...
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...
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...
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 Wednesda...
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 immersiv...
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...
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...
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 cons...
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 Hollywo...
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...
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.
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...
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 privat...
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...
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...
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...
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 c...
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 s...