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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 smart home AI revamp 10/1/25 Oct 01, 2025

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Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into the news and how AI is pumping new life into the smart home market.

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Amazon touts Alexa+ in new devices 9/30/25 Sep 30, 2025

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Amazon unveiling long-awaited updates to its Echo, Ring, and Alexa+ digital assistant at it’s “Devices and Services” event today. We dig into the news and what the updates mean for the future of Amazon’s AI strategy.

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EA’s $55 Billion Deal and Anthropic Heats Up AI Arms Race 9/29/25 Sep 29, 2025

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Electronic Arts is being acquired in what will be the biggest leveraged buyout in history. CNBC’s Steve Kovach takes a closer look at why one of the major investors in the deal continues to make massive bets on gaming.

Plus, Mackenzie Sigalos takes a deep dive into Anthropic’s new AI model and what it means for competition with OpenAI and the AI arms race.

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Anthropic, OpenAI rivalry goes global 9/26/25 Sep 26, 2025

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Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion means and how it escalates the OpenAI rivalry.

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Amazon’s $2.5B Prime settlement, and the $100M Databricks, OpenAI deal 9/25/25 Sep 25, 2025

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Amazon has reached a $2.5 settlement with the FTC over accusations of deceptive practices locking consumers into Prime subscriptions. Plus, we talk to Databricks CEO Ali Ghodsi in an exclusive interview on the company’s $100M OpenAI deal.

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OpenAI and Oracle's data center ambitions 9/23/25 Sep 23, 2025

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OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure push to secure more compute power. OpenAI CFO Sarah Friar spoke exclusively to CNBC's Mackenzie Sigalos and talked the data center buildout, compute crunch, restructuring, and more.

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U.S. Nears TikTok Deal, Plus Oracle's CEO Shakeup 9/22/25 Sep 22, 2025

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President Trump is set to sign an executive order on TikTok this week, in which a new U.S. entity would license, retrain and update a copy of TikTok's algorithm. Users would have the same access to the global content on the app that they have now. Oracle is set to play a major part in that, just as the company announces a major CEO shakeup.

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Musk, Altman rivalry escalates with new OpenAI hire 9/16/25 Sep 16, 2025

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OpenAI is launching the latest salvo in the rivalry between Sam Altman and Elon Musk. Hiring former xAI CFO Mike Liberatore to oversee their massive infrastructure spending, including the $300B Oracle deal. We dig into what the move means amid the intensifying AI talent wars.

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Nvidia caught in U.S., China “Chiplomacy” 9/15/25 Sep 15, 2025

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U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 acquisition of Mellanox. We dig into the allegations and what it means for Nvidia’s future in China.

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OpenAI and Microsoft’s uneasy truce 9/12/25 Sep 12, 2025

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OpenAI reaching a tentative agreement with Microsoft that brings the AI darling one step closer to its long-awaited for-profit shift. We dig into the details and how it could unlock billions of dollars for OpenAI.

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