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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:

The state of the AI trade: ChatGPT turns three 12/1/25 Dec 01, 2025

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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.

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TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25 Nov 25, 2025

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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.

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Alibaba and Google’s AI comeback 11/24/25 Nov 24, 2025

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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.

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TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25 Nov 19, 2025

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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.

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Startup Losses Fuel AI Boom 11/14/25 Nov 14, 2025

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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.

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Meta's chief AI scientist reportedly departing 11/11/25 Nov 11, 2025

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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.

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U.S., China and the race for cheaper AI 11/10/25 Nov 10, 2025

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The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China’s advancing AI efforts.

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Google’s latest AI chip takes on Nvidia 11/6/25 Nov 06, 2025

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Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ chips and what it means for Nvidia amid the shifting AI race.

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The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25 Oct 27, 2025

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A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a look at who could lose out as OpenAI expands its enterprise AI business.

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Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25 Oct 24, 2025

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Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house AI chips. The deal is expected to generate well over 1 gigawatt of compute power by next year. Plus, Street sentiment has cooled on Intel, with concerns around unanswered questions and level of AI exposure.

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