TechCheck
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.
Filtered episodes(34)
- StandardSummaries onlyIntel Soars on Blowout Q1 4/24/26
Published Apr 24, 2026
CNBC’s Kristina Partsinevelos reports the latest news regarding Intel’s Q1 earnings, as the AI boom fuels the chipmaker’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyMicrosoft Eyed Buying Cursor, Sources Say 4/23/26
Published Apr 23, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s deal with Cursor, including reports from sources that Microsoft was also looking to buy the AI coding startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlySpaceX’s AI Strategy Ahead of IPO 4/22/26
Published Apr 22, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s new deal to buy AI coding startup Cursor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyThe Pentagon’s Next AI Partner 4/16/26
Published Apr 16, 2026
CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyThe Ongoing Race for AI Compute 4/9/26
Published Apr 9, 2026
CNBC’s Kristina Partsinevelos reports on the latest in the AI race, including Meta’s commitment to an additional $21 billion dollars of spending with CoreWeave. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle’s Nvidia Chip Alternative 4/7/26
Published Apr 7, 2026
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyApple’s Vibe-Coding Crackdown 4/1/26
Published Apr 1, 2026
CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyNvidia’s Web of AI Investments 3/31/26
Published Mar 31, 2026
CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyU.S. AI infighting and China’s opportunity 3/3/26
Published Mar 3, 2026
The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAI eroding the software moat 2/9/26
Published Feb 9, 2026
Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26
Published Jan 22, 2026
Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software. Hosted by Simplecast, an
- StandardSummaries onlyThe AI talent revolving door, Plus, The AI coding boom hits software 1/15/26
Published Jan 15, 2026
OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about the threat AI coding poses to software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyMicrosoft’s new data center strategy, and Chinese AI adoption 1/13/26
Published Jan 13, 2026
Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI is seeing growing adoption across the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyApple bets big on Gemini, plus Meta’s new President 1/12/26
Published Jan 12, 2026
Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president and what the hire means for the company’s AI spend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGmail unveils new AI features 1/8/26
Published Jan 8, 2026
Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for Gmail users and how they can choose to opt-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26
Published Jan 6, 2026
Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and what they mean in the race for physical AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyChina’s AI-driven IPO revival 1/5/26
Published Jan 5, 2026
AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what the country’s IPO revival means for the competition between U.S. and Chinese tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAnthropic’s ‘more with less’ playbook 1/2/25
Published Jan 2, 2026
Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk about the company’s plans to outmaneuver big-spending AI rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTop AI scientists spar over AGI 12/23/25
Published Dec 23, 2025
Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig into the dispute and what the issue at play could mean for the future of the AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle's chip challenge to Nvidia 12/18/25
Published Dec 18, 2025
Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to Nvidia’s moat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
Published Dec 16, 2025
Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard Blumenthal and Chris Van Hollen – sent letters to seven tech companies including Meta, Google and Amazon asking what they’re doing to pay their fair share of rising electricity costs from data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlySpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
Published Dec 15, 2025
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting on Nvidia's China headwinds as the country looks to boost domestic AI chips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyNvidia exports and the battle for AI ecosystem dominance 12/10/25
Published Dec 10, 2025
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTiger Global launches new investment fund 12/8/25
Published Dec 8, 2025
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscape Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: The AI pressure cooker, OpenAI, Nvidia and Google all on the move 12/8/25
Published Dec 8, 2025
This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia’s Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company’s history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. Google’s Matt Renner and Replit’s Amjad Masad join Deirdre Bosa to discuss.
- StandardSummaries onlyGoogle’s Vibe-Coding Play 12/4/25
Published Dec 4, 2025
Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google Cloud President Matt Renner and Replit CEO Amjad Masad to dig into what the deal means about the future of AI coding boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyPressure on the AI Agent narrative 12/3/25
Published Dec 3, 2025
Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's another piece of the rapidly evolving AI landscape as signs of pressure show over the “AI Agent” narrative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyOpenAI Issues “Code Red” Amid Increased Competition 12/2/25
Published Dec 2, 2025
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, asking them to refocus efforts on its core ChatGPT product. The memo could be proof that the once-AI leader’s moat is breached. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyThe state of the AI trade: ChatGPT turns three 12/1/25
Published Dec 1, 2025
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into the themes of the first three years of the AI trade and look to where the trade is going and what's at stake for the likes of the megacap players like Google, Microsoft, Meta and Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
Published Nov 25, 2025
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. Hos
- StandardSummaries onlyAlibaba and Google’s AI comeback 11/24/25
Published Nov 24, 2025
Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after launch. We dig into why Alibaba and Google’s end-to-end advantage is boosting confidence in their AI strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
Published Nov 19, 2025
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave. In this Take, CNBC’s Deirdre Bosa breaks down the new signals investors are watching, the rising risks behind the spending, and what founders like Amjad Masad of Replit and Navrina Singh of Credo AI see from inside the cycle. Hos
- StandardSummaries onlyStartup Losses Fuel AI Boom 11/14/25
Published Nov 14, 2025
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute turns into revenue for a megacap player like Microsoft, Amazon and Nvidia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyMeta's chief AI scientist reportedly departing 11/11/25
Published Nov 11, 2025
Meta’s chief AI scientist reportedly departing the company to create his own AI startup as the social media giant undergoes an AI overhaul. We dig into what the loss means as more of AI’s top names move to start their own companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.