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TechCheck — Technology
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.

Copyright: © 2024 CNBC

Latest Episodes:

Google's chip challenge to Nvidia 12/18/25 Dec 18, 2025

Show notes

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.

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AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25 Dec 16, 2025

Show notes

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.

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SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25 Dec 15, 2025

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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.

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Nvidia exports and the battle for AI ecosystem dominance 12/10/25 Dec 10, 2025

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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.

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What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25 Dec 09, 2025

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Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plus, a look at Trump’s H200 export decision, and what it means for Nvidia future in the China chip market.

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Tiger Global launches new investment fund 12/8/25 Dec 08, 2025

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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

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TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25 Dec 08, 2025

Show notes

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.

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Google’s Vibe-Coding Play 12/4/25 Dec 04, 2025

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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.

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Pressure on the AI Agent narrative 12/3/25 Dec 03, 2025

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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.

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OpenAI Issues “Code Red” Amid Increased Competition 12/2/25 Dec 02, 2025

Show notes

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.

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