TechCheck

CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on HBO’s “Barry” as the series comes to a close. They discuss Henry’s sources of inspiration while playing the role of Gene, why he says writers are the "beating heart" of every project he’s worked on and how he maintains his “cool” nearly 50 years since his debut as The Fonz on “Happy Days.”

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.” 

Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Netflix begins to roll out its plan to make users pay extra to share accounts. 

The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy bank while the rest of us lose money, thanks to a “puppet board.” Plus, generative AI use has surged at enterprises, according to a new report from data management startup Databricks. 

Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring back workers and its economy. Plus, Micron shares fall after Chinese authorities barred some of its large companies from buying its chips. 

We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including Nvidia, Meta, Google and Amazon. But investors looking for the next big winner in the space might set their sights on Oracle.

Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - what is AI-washing, and why should investors be on the lookout for it? 

In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it raises the question again of whether big tech will gobble up smaller incumbents in this emerging industry. Plus, Stability AI CEO Emad Mostaque explained why his open-source business model is important for transparency. 

OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed with lawmakers in calling for more AI oversight, saying that safe development of the technology requires companies to do good, regulatory intervention from the government, and public education. 

Ad agencies are topping analysts' lists of businesses most at risk of AI automation, but ad titan Sir Martin Sorrell argues the technology will be a net positive for the industry. Plus, Apple is now worth more than the combined market cap of the Russell 2000 – but as the tech giant grows, so does the question of whether it’s overpriced.