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
Nov 19, 2024 • 6min
Impact of a Google Chrome Spin-off 11/19/24
Shares of Alphabet moved higher today despite reports that the Justice Department is planning to force a sale of the Google Chrome browser. It’s part of the government’s efforts to limit Google’s monopoly in search, but could it end up hindering the big tech firm’s position in the AI race too?
Nov 18, 2024 • 8min
Waymo’s Advantage with Potential Federal Self-Driving Rules 11/18/24
A federal framework for regulating self-driving technology instead of state-by-state ones is more likely to benefit the current and arguably underappreciated leader in self-driving cars, Waymo, which has clocked 25 million rider-only miles and is completing more than 150,000 paid rides a week.
Nov 15, 2024 • 5min
The Year That Changed OpenAI 11/15/24
One year ago this week we saw the dramatic ousting of OpenAI CEO Sam Altman and reinstatement just days later. Back at the helm, he has reshaped the company in culture, staff and even mission.
Nov 14, 2024 • 7min
The Amazon Bull Case Under Trump 11/14/24
Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Will it fare better during his second time in the White House?
Nov 13, 2024 • 6min
Softbank To Get First Nvidia Blackwell Chips 11/13/24
Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate Softbank that is set to receive them first. For Nvidia CEO Jensen Huang, it’s a way for Nvidia to diversify away from its large U.S. customers to new opportunities in Japan.
Nov 12, 2024 • 7min
TechCheck+ Box CEO Aaron Levie 11/12/24
Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regulations, and more.
Nov 11, 2024 • 8min
Approaching a GenAI Plateau? 11/11/24
Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as concerns in Silicon Valley grow over whether the advancement of AI models is slowing down due to the data wall.
Nov 8, 2024 • 6min
Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold.
Nov 7, 2024 • 7min
Gig Economy and Ride-sharing Under Trump 11/7/24
The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft and Uber over the last few months have been on a dealmaking frenzy, most of them centered around autonomous driving. But now that Elon Musk’s influence is growing, that push could become more urgent – and tie-ups could go from partnerships to all-out consolidation.
Nov 6, 2024 • 6min
AI Trade Acceleration Under Trump 11/06/24
The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals.
