

TechCheck
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

Jan 15, 2025 • 7min
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 President and Co-Founder calls “Baby Steps” in the direction of the agentic future.

Jan 14, 2025 • 10min
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 look at how another Chinese app is already rocketing to the top of the charts as TikTok users look for alternatives.

Jan 13, 2025 • 6min
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 into how critics are responding to Zuckerberg’s public shift ahead of Trump’s second term.

Jan 10, 2025 • 6min
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 system would put new caps on companies and countries in an effort to maintain U.S. AI dominance. Plus, the fate of the TikTok ban now rests in the hands of the Supreme Court who heard oral arguments today in Washington.

Jan 8, 2025 • 9min
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 round. Plus, we talk to one Quantum CEO who is pushing back on Jensen Huang’s comments that the technology is still decades away.

Jan 7, 2025 • 7min
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 Valley leaders make public overtures to Trump, we look at what it could mean for the Tech Giants who haven’t.

Jan 6, 2025 • 9min
Sam Altman hints AI's next key breakthrough is within reach 1/6/25
Sam Altman hints that Artificial General Intelligence, akin to human reasoning, is closer than we think. The discussion highlights the challenges of governance as tech shifts towards profit models. Meanwhile, safety incidents with self-driving cars raise urgent questions about public trust. Examples like a Waymo delay and a Tesla mishap illustrate the critical need for balancing innovation with safety. User experiences with autonomous vehicles further stress the importance of building confidence in these emerging technologies.

Jan 3, 2025 • 7min
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 names and advances in tech. We dig into what to expect as the focus turns to progress in AI applications, and signs of returns on the massive investments made in the technology.

Jan 2, 2025 • 8min
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 look at the robotaxi battle lines taking shape in 2025 and who could be poised to come out on top.

Dec 30, 2024 • 8min
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 and Meta to build theirs. It raises questions of America’s place in the AI race and whether shelling out hundreds of millions or even billions into building frontier AI models is still a worthy investment.