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TechCheck

Podcast TechCheck
CNBC
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news f...

Available Episodes

5 of 600
  • Wall Street cools on AI spending spree 2/14/25
    Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the soaring AI investments. 
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    4:53
  • Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25
    Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce domestic competition.  
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    7:44
  • High-stakes Paris AI summit sees calls for less regulation 2/11/25
    Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. We look at the key takeaways as calls for looser AI regulation grow. 
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    2:57
  • Why OpenAI has a Microsoft problem 2/10/25
    New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about its increasingly complex relationship with Microsoft. 
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    5:42
  • Big Tech hunts for AGI at any cost 02/07/25
    Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that big tech is not slowing down on their AI investment post-DeepSeek, and their strategy going forward.
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    7:04

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About 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.
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