

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 6, 2024 • 13min
Venture Capitalists Mold Trump 2.0 12/6/24
President-elect Trump has selected venture capitalist David Sacks as his pick for White House AI & Crypto Czar, a role that involves two of the most important emerging technologies. It’s also a signal of the growing influence that Silicon Valley is wielding over the new administration, as the impact of tech elites like Elon Musk and Marc Andreessen also expand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 5, 2024 • 7min
The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24
The new frontier emerging in AI is 3D world-generating models, where you input text, an image or a video and generate a modifiable 3D world. Plus, OpenAI launched two new updates today -- a better version of one of its models and a $200 per month pro tier. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 4, 2024 • 7min
Google AI Podcast Tool’s New Audience and OpenAI’s 12 Days of ‘Ship-Mas’12/4/24
Spotify is now jumping on the AI hype train, teaming up with Google to use their viral AI podcast tool for the 2024 Wrapped, helping users generate customized content about their listening habits this year. It could be what Google needs to supercharge the feature’s reach with more consumers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 3, 2024 • 6min
Intel Board’s Technical Inexperience 12/3/24
Shares of Intel are extending yesterday’s drop after popping initially on the news of Pat Gelsinger’s retirement. It could be because investors are digging further into the chip giant’s issues, and finding the challenges run deeper than who’s at the helm – instead reaching the board, which lacks technical expertise more than other semiconductor peers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 27, 2024 • 6min
Google Subpoenas AI Rivals, Plus Amazon’s NFL Black Friday Game 11/27/24
Google’s latest move after losing its antitrust case over search is subpoenaing AI rivals, trying to rebuff the Justice Department’s efforts to force a breakoff of Chrome and more. The strategy involves convincing the court that the emergence of AI-powered search competition needs to be taken into account. Plus, Amazon’s Prime Video will stream the NFL match up on Black Friday, and the game already looks like a success, selling out of ad inventory months earlier than last year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 26, 2024 • 8min
Nvidia’s AI Moonshots 11/26/24
Nvidia is showing off a new AI audio generator tool they’re calling Fugatto, capable of creating never-before heard sounds through text and audio prompts. While Nvidia says it doesn’t have immediate plans to release the tool, the product is an example of Nvidia’s moonshot projects that has helped cement its dominance through shifting technological trends like gaming and crypto over decades Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 25, 2024 • 7min
Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24
Apple CEO Tim Cook is visiting China for at least the third time this year as he looks to shore up relations ahead of a potential trade battle under President-elect Trump. It comes as Chinese tech giant Huawei makes smartphone tech breakthroughs to rival Apple and Google, while America’s chip revival under Intel hits more snags. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 20, 2024 • 6min
Elon Musk as Tech Policy’s Newest Wildcard 11/20/24
Elon Musk is emerging as a new wild card for big tech in Trump’s second administration. His empire of companies and ventures compete with megacaps on numerous levels, particularly Google, whose Waymo, Gemini and YouTube frequently go up against Musk’s Tesla, xAI and X. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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


