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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:

TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26 Jan 22, 2026

Show notes

Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software.

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The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26 Jan 15, 2026

Show notes

OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about the threat AI coding poses to software.

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Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26 Jan 13, 2026

Show notes

Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI is seeing growing adoption across the world.

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Apple bets big on Gemini, plus Meta’s new President 1/12/26 Jan 12, 2026

Show notes

Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president and what the hire means for the company’s AI spend.

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Gmail unveils new AI features 1/8/26 Jan 08, 2026

Show notes

Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for Gmail users and how they can choose to opt-out.

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Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26 Jan 06, 2026

Show notes

Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and what they mean in the race for physical AI.

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China’s AI-driven IPO revival 1/5/26 Jan 05, 2026

Show notes

AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what the country’s IPO revival means for the competition between U.S. and Chinese tech.

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Anthropic’s ‘more with less’ playbook 1/2/26 Jan 02, 2026

Show notes

Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk about the company’s plans to outmaneuver big-spending AI rivals.

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Top AI scientists spar over AGI 12/23/25 Dec 23, 2025

Show notes

Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig into the dispute and what the issue at play could mean for the future of the AI trade.

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Waymo’s San Francisco blackout pause 12/22/25 Dec 22, 2025

Show notes

Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We dig into what went wrong, and what it means for the broader robotaxi rollout.

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