TechCheck podcast

TechCheck

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  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.

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.

 

#1131

Nvidia exports and the battle for AI ecosystem dominance 12/10/25

New reporting reveals how China is boosting domestic AI chip makers even as President Trum... more

10 Dec 2025

03 MINS

03:04

10 Dec 2025


#1130

What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25

Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citin... more

09 Dec 2025

10 MINS

10:35

09 Dec 2025


#1129

Tiger Global launches new investment fund 12/8/25

One of the biggest names in the startup ecosystem is launching a new investment fund targe... more

08 Dec 2025

05 MINS

05:11

08 Dec 2025


#1128

TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25

This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is head... more

08 Dec 2025

22 MINS

22:41

08 Dec 2025


#1127

Google’s Vibe-Coding Play 12/4/25

Google announced an expanded partnership with vibe-coding startup Replit that brings the c... more

04 Dec 2025

06 MINS

06:23

04 Dec 2025


#1126

Pressure on the AI Agent narrative 12/3/25

Shares of Microsoft under pressure today even after the company pushed back on reporting t... more

03 Dec 2025

07 MINS

07:58

03 Dec 2025


#1125

OpenAI Issues “Code Red” Amid Increased Competition 12/2/25

The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altm... more

02 Dec 2025

16 MINS

16:03

02 Dec 2025


#1124

The state of the AI trade: ChatGPT turns three 12/1/25

OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI fi... more

01 Dec 2025

07 MINS

07:16

01 Dec 2025


#1123

TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11...

This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI co... more

25 Nov 2025

36 MINS

36:25

25 Nov 2025


#1122

Alibaba and Google’s AI comeback 11/24/25

Shares of Alibaba rallying today after the Chinese tech giant announced its updated consum... more

24 Nov 2025

07 MINS

07:13

24 Nov 2025


#1121

TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25

AI euphoria is giving way to fear. The industry that once looked unstoppable is starting t... more

19 Nov 2025

31 MINS

31:45

19 Nov 2025