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CNBC
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
Mentioned books

Oct 24, 2025 • 7min
Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Google's strategic deal with Anthropic is set to unleash a powerhouse of AI processing, providing up to a million chips to supercharge their cloud capabilities. Meanwhile, Intel faces skepticism from investors despite recording profits, as concerns linger over its supply constraints and competitive position. The discussion also highlights how multi-cloud strategies are proving vital in maintaining resilience, especially during outages. As the landscape shifts, market dynamics are favoring companies like AMD and Microsoft amidst evolving demands in the tech sector.

4 snips
Oct 22, 2025 • 4min
Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
Google is reportedly eyeing a massive cloud computing deal with Anthropic, involving custom TPU chips. Market reactions reveal a new strategy for investors, indicating a focus on AI leadership beyond traditional search. The shift towards Anthropic’s use of Google’s TPUs could validate the tech giant’s silicon strategy. Additionally, the rise of agentic browsers poses challenges by potentially reducing ad impressions and search queries. As AI demand grows, there's increasing concern over infrastructure reliability and how Google will maintain its competitive edge.

Oct 21, 2025 • 5min
Anthropic Divides Silicon Valley Over AI Regulation 10/21/25
Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White House AI Czar David Sacks, tech investor Reid Hoffman and a16z’s Marc Andreessen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 20, 2025 • 11min
Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25
As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol are emerging to protect intellectual property rights. Plus, AWS is still struggling to resolve its major outage after a six hour disruption this morning looked like it had been mitigated. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 15, 2025 • 7min
Tim Cook's China tightrope act 10/15/25
New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig into the news and how Apple is diversifying its supply chains amid simmering U.S., China tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 13, 2025 • 5min
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 the deal and what it means for OpenAI as it looks to cement its AI lead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 9, 2025 • 6min
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 United Arab Emirates. We dig into what the move means for both Nvidia and the Gulf state’s AI ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 snips
Oct 8, 2025 • 6min
Nvidia's self-funded AI loop 10/8/25
Nvidia is revolutionizing AI financing, emerging as a key player in the industry by investing in companies like xAI and CoreWeave. CEO Jensen Huang reveals his frustration over not investing more in xAI. The firm has over $100 billion in commitments to various AI startups, raising questions about its influence on the market. A unique financing model using chip-backed debt is discussed, highlighting potential risks. Lastly, concerns about sustaining investor interest in long-term AI projects are brought to the forefront.

5 snips
Oct 7, 2025 • 6min
Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
Oracle's financial struggles come to light as their cloud division faces challenges in profiting from Nvidia chip rentals. Investors are gearing up for Oracle AI World, eager to hear about profitability and new deals with OpenAI. Meanwhile, Qualcomm is making waves by acquiring Arduino, signaling a bold move into the robotics space and enhancing its ecosystem for physical AI. This deep dive into the financial outlook and strategic shifts in tech sets the stage for what's next in the industry.

Oct 3, 2025 • 7min
Inside OpenAI’s data center hunt 10/3/25
OpenAI is on a quest to expand its data center footprint with a staggering $1 trillion initiative. The search has attracted over 800 proposals, with a focus on abundant power and community support rather than just tax incentives. Keith Hyde leads the charge, exploring options from solar farms to nuclear solutions. Concerns about local impacts and potential resistance arise as the company keeps specifics secretive. With a commitment to 17 gigawatts of power, OpenAI aims to build its own infrastructure to meet massive energy demands while balancing innovative energy strategies.


