

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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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