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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:

Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26 Mar 27, 2026

Show notes

CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon.

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U.S. AI infighting and China’s opportunity 3/3/26 Mar 03, 2026

Show notes

The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies.

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TechCheck Takes: AI is taking over and there are no guardrails 3/3/26 Mar 03, 2026

Show notes

AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore they’d be responsible are abandoning their own safety promises and insiders are bailing. Then there’s Alex Bores, a New York state lawmaker who wrote the first major AI safety law in the country. CNBC’s Deirdre Bosa goes inside the market meltdown, the political fight, and the race that’s moving faster than anyone can govern.

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China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26 Feb 17, 2026

Show notes

China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with Anthropic means for the future of Software.

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AI’s high-stakes safety divide 2/12/26 Feb 12, 2026

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The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety.

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AI eroding the software moat 2/9/26 Feb 09, 2026

Show notes

Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem.

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Moltbook: Where AI bots socialize 2/2/26 Feb 02, 2026

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A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and sharing stories about 'their humans.'

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TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26 Jan 28, 2026

Show notes

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of chasing the most advanced GPUs, China is scaling what it controls: domestic chips that are good enough, cheap power, and systems designed to work together. This is less about building a Chinese Nvidia and more about building an alternative AI stack and pushing it into markets that want AI now, not perfect performance.

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OpenAI to “Dramatically” slow hiring 1/27/26 Jan 27, 2026

Show notes

Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We dig into what it means as AI reshapes the tech workforce.

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Anthropic brings AI to finance 1/26/26 Jan 26, 2026

Show notes

OpenAI is teasing new upgrades to its AI coding tool this week as rival Anthropic’s Claude Code continues to gain traction online. We dig into the new tools bringing AI to finance.

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