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.
Filtered episodes(28)
- StandardSummaries onlyGoogle’s Biggest AI Showcase 5/19/26
Published May 19, 2026
CNBC’s MacKenzie Sigalos reports on Google as the tech giant kicks off its I/O event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAI’s Public Perception Problem 5/1/26
Published May 1, 2026
CNBC’s Deirdre Bosa reports the latest on the Musk v. Altman trial and public skepticism of AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyIntel Soars on Blowout Q1 4/24/26
Published Apr 24, 2026
CNBC’s Kristina Partsinevelos reports the latest news regarding Intel’s Q1 earnings, as the AI boom fuels the chipmaker’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyMicrosoft Eyed Buying Cursor, Sources Say 4/23/26
Published Apr 23, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s deal with Cursor, including reports from sources that Microsoft was also looking to buy the AI coding startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlySpaceX’s AI Strategy Ahead of IPO 4/22/26
Published Apr 22, 2026
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s new deal to buy AI coding startup Cursor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyThe Pentagon’s Next AI Partner 4/16/26
Published Apr 16, 2026
CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyThe Ongoing Race for AI Compute 4/9/26
Published Apr 9, 2026
CNBC’s Kristina Partsinevelos reports on the latest in the AI race, including Meta’s commitment to an additional $21 billion dollars of spending with CoreWeave. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle’s Nvidia Chip Alternative 4/7/26
Published Apr 7, 2026
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyApple’s Vibe-Coding Crackdown 4/1/26
Published Apr 1, 2026
CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyNvidia’s Web of AI Investments 3/31/26
Published Mar 31, 2026
CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyU.S. AI infighting and China’s opportunity 3/3/26
Published Mar 3, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAI eroding the software moat 2/9/26
Published Feb 9, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
Published Jan 28, 2026
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
- StandardSummaries onlyMicrosoft’s new data center strategy, and Chinese AI adoption 1/13/26
Published Jan 13, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26
Published Jan 6, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyChina’s AI-driven IPO revival 1/5/26
Published Jan 5, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTop AI scientists spar over AGI 12/23/25
Published Dec 23, 2025
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle's chip challenge to Nvidia 12/18/25
Published Dec 18, 2025
Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to Nvidia’s moat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyAI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
Published Dec 16, 2025
Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard Blumenthal and Chris Van Hollen – sent letters to seven tech companies including Meta, Google and Amazon asking what they’re doing to pay their fair share of rising electricity costs from data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlySpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
Published Dec 15, 2025
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting on Nvidia's China headwinds as the country looks to boost domestic AI chips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyNvidia exports and the battle for AI ecosystem dominance 12/10/25
Published Dec 10, 2025
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTiger Global launches new investment fund 12/8/25
Published Dec 8, 2025
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscape Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyGoogle’s Vibe-Coding Play 12/4/25
Published Dec 4, 2025
Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google Cloud President Matt Renner and Replit CEO Amjad Masad to dig into what the deal means about the future of AI coding boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
Published Nov 25, 2025
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. Hos
- StandardSummaries onlyAlibaba and Google’s AI comeback 11/24/25
Published Nov 24, 2025
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyTechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
Published Nov 19, 2025
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. Hos
- StandardSummaries onlyStartup Losses Fuel AI Boom 11/14/25
Published Nov 14, 2025
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- StandardSummaries onlyMeta's chief AI scientist reportedly departing 11/11/25
Published Nov 11, 2025
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.