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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:

Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25 Aug 25, 2025

Show notes

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of the success of KPop Demon Hunters.

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Google search remedies loom 8/21/25 Aug 21, 2025

Show notes

Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actually help the tech giant.

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Google unveils new Pixel phones 8/20/25 Aug 20, 2025

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Google unveiling a new line of its Pixel phones at their annual “Made by Google” event in Brooklyn. We dig into what the new devices tell us about the state of the AI-integration race.

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Softbank’s $2B Intel Investment 8/19/25 Aug 19, 2025

Show notes

Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration considers a 10% stake in the chipmaker.

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Hollywood’s high-stakes AI moment 8/18/25 Aug 18, 2025

Show notes

The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hollywood’s increasingly complicated relationship with the artificial intelligence.

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Trump administration eyes Intel stake - Reports 8/15/25 Aug 15, 2025

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Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would mean and how it came to be just days after Trump called on Intel’s CEO to resign.

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GPT-5 spurs enterprise AI battle 8/14/25 Aug 14, 2025

Show notes

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business.

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China tech's lock-in to Nvidia chips 8/11/25 Aug 11, 2025

Show notes

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up.

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Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25 Aug 08, 2025

Show notes

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.

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OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25 Aug 07, 2025

Show notes

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S. investment.

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