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
Feb 23, 2024 • 14min
TechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24
Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an additional $1 trillion in data centers in the next few years, while OpenAI’s Sam Altman’s chip dream is closer to $7 trillion. This week on Tech Check, we take a deep dive into their trillion-dollar AI visions.
Feb 22, 2024 • 3min
FTX Wants to Sell Its Anthropic Stake 2/22/24
Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups.
Feb 15, 2024 • 3min
Retail Investors Buy The Dip 2/15/24
When tech stocks fell this week, retail investors came in buying.
Feb 14, 2024 • 13min
An AI Love Story 2/14/24
Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the stock market.
Feb 12, 2024 • 12min
Bezos, Zuckerberg Sell Stock 2/12/24
Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large.
Feb 9, 2024 • 12min
7 Trillion Reasons 2/9/24
OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that?
Feb 8, 2024 • 11min
Goodbye, Bard! Google’s Gemini Rebrand.
Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI.
Feb 7, 2024 • 13min
Alibaba & Chinese Stocks in Freefall 02/07/24
What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way China is uninvestable right now?
Feb 6, 2024 • 13min
Neumann, Old Job? 2/6/24
Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that?
Feb 5, 2024 • 8min
Semi-Charmed stocks 2/5/24
Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.
