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
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.
Dec 27, 2024 • 9min
OpenAI unveils plans for for-profit restructure 12/27/24
OpenAI laid out its plan for converting into a for-profit company in a blog post Friday morning. The Generative AI darling says their existing for-profit division will become a public benefit corporation. We dig into what this means for OpenAI’s future and why the move might not be as easy as they hope.
Dec 23, 2024 • 5min
The 2025 chip trade outlook 12/23/24
Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.
Dec 19, 2024 • 10min
Next phase of AI takes shape 12/19/24
Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI.
Dec 18, 2024 • 5min
Options boom drives Big Tech volatility 12/18/24
Mega Caps stocks are popping this month, and the trend is being propelled by more than just traditional trading. We dig into how bullish options activity is driving some of the biggest moves in tech and fueling increased volatility as investors search for more upside.
Dec 18, 2024 • 5min
TechCheck+ Databricks CEO Ali Ghodsi 12/18/24
CNBC’s Deirdre Bosa sits down with Databricks CEO Ali Ghodsi to talk its mega funding round, what it means for AI enthusiasm and more.
Dec 17, 2024 • 5min
Databricks’ mega funding round 12/17/24
Databricks is announcing an eye-popping $10 billion funding round at a $62 billion dollar valuation, one of the largest in Silicon Valley history. Investors include Thrive Capital and Andreessen Horowitz as Databricks looks well positioned in the next phase of AI generative AI adoption. We look at what the ballooning Silicon Valley funding rounds mean amid Wall Street's IPO drought.
Dec 16, 2024 • 8min
Masayoshi Son’s $100B U.S. Investment 12/16/24
Softbank CEO Masayoshi Son joined President Trump at Mar-a-Lago this morning to announce a $100 billion dollar investment in the U.S. over the next four years. The AI-focused investment comes as Washington’s hunger for the emerging technology grows, and Softbank shows signs of refining their own AI strategy. We dig into what sets this apart from Son’s 2016, $50 billion dollar investment after Trump’s first win.
Dec 13, 2024 • 7min
Tech executives ‘Kiss the Ring’ ahead of Trump 2.0 12/13/24
Tech leaders are previewing their playbook for Trump’s second term. Including trips to Mar-a-Lago, and larger donations to the inaugural fund. So will it translate into warmer relations between Trump's new White House and some of the Silicon Valley leaders he's long railed against?
Dec 12, 2024 • 8min
Cisco CEO on Business Outlook, Plus the Future of M&A in Trump 2.0 12/12/24
Deirdre Bosa sits down with Cisco CEO Chuck Robbins to talk the outlook for business under a new Trump Presidency and how AI is creating a boom for new digital infrastructure. Plus, the latest developments from the Barclays Global Tech Conference in San Francisco.
