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 29, 2023 • 12min
Can Jensen Huang get more popular? 11/29/23
Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024?
Nov 28, 2023 • 11min
Temu VS. Shein – Winner Take All? 11/28/23
The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, filed to go public. Today – investing in the future of online shopping, and which winner may take all.
Nov 24, 2023 • 19min
Where every day is black Friday 11/24/23
Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and Target should ignore these platforms at their own peril.
Nov 22, 2023 • 13min
Openai open questions 11/22/23
Nov 21, 2023 • 17min
OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23
OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually typical Silicon Valley… and how it caused the mess in Silicon Valley.
Nov 20, 2023 • 20min
OpenAI Shockwaves 11/20/23
One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft, for AI, for all of corporate America.
Nov 17, 2023 • 14min
Elon Musk – Over The Line? 11/17/23
Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world.
Nov 17, 2023 • 8min
TechCheck+ Megacaps’ Mega Deals: How big tech could be using AI investments to bankroll themselves 11/17/23
Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used to be the role of high-profile, highly capitalized tech investors like Tiger Global and Softbank. And in some cases, through exclusive cloud contracts, those investments in startups come right back in the form of cloud revenue. This week on TechCheck, we dig into the megacaps’ mega deals, and how big tech could be using AI investments to bankroll themselves.
Nov 16, 2023 • 21min
Alibaba Cancels Cloud Spin 11/16/23
Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relations. What’s the real story for $BABA, for chip supply and how it impacts valuations right now.
Nov 15, 2023 • 15min
AI: How Much Should it be Regulated 11/15/23
Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that process. And Microsoft is developing its own AI chips – why in-house silicon is a trend to watch.
