CNBC

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.

Author

CNBC

Category

Technology

Podcast website

www.cnbc.com

Latest episode

Jul 9, 2026

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Episodes

Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23 26.12.2023

A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming from a patent dispute over the blood-oxygen sensors in the devices. Intel is getting several billion dollars to build a new chip factory. And OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more.    Host...

BNLP Bloom 12/22/23 22.12.2023

CNBC’s Kate Rooney on payments trends for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another Huge AI Raise 12/21/23 22.12.2023

OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alibaba's Executive Shuffle 12/20/23 20.12.2023

Alibaba reshuffles its executive team as rivals gain steam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

GOOGLE SETTLES 12/19/23 19.12.2023

Today -- Google’s new $700M antitrust settlement & changes coming to the Android ecosystem Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Figma Of Adobe’s Imagination 12/18/23 18.12.2023

Major news today out of Silicon Valley – Adobe terminating its $20 billion merger with the design software maker Figma. Today: rethinking the environment for major deals in tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23 15.12.2023

The stigma is real. Blue bubbles for iPhone users, green bubbles for those shut out of Apple's walled garden. iMessage has been a way of locking users into the Apple ecosystem for more than a decade. But the exclusionary nature of the battle has since come under fire, and Apple has begun to bend to the green bubble evangelists – just one in a growing number of concessions it's making to appease re...

Ai For Dummies 12/15/23 15.12.2023

AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several models. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Warning For 2024 & Posting Cringe 12/14/23 14.12.2023

A dovish fed… a soft landing… tech stocks are off to the races. But wrapped up in one earnings report last night — everything tech investors fear in 2024. What Adobe is warning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Berkshire of Tech? Really? 12/13/23 13.12.2023

A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the CEO, the strategy and the “Berkshire Hathaway of tech.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google, Apple & An Epic Win 12/12/23 12.12.2023

A big blow to Google and the power of its app store. A federal jury found that Google turned its "Play Store" and billing service into illegal monopolies. What comes next for Google…. and Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blue Texts are Big Business 12/11/23 11.12.2023

Green vs blue text bubble. You know it. You probably hate it. How one startup solved the iMessage Android problem… and found itself in the middle of the fight between two tech behemoths. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Wrinkliest Story in Tech 12/8/23 08.12.2023

Microsoft’s OpenAI deal is coming under regulatory scrutiny -- why an innovative partnership may now get a second look. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ The Great Rebundling: How streaming platforms are recreating what they tried to replace 12/8/23 08.12.2023

Content overload, rising prices, and commercials. If you thought we’ve moved on from the cable bundle, think again. Streaming platforms are now recreating the very thing they tried to replace. This week on Tech Check, how media companies, tech giants, retailers, and even longtime rivals are teaming up to bring back the dreaded bundle.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...

Google Gemini& Taylor Swift 12/7/23 07.12.2023

Finally… the stock reacts. A delayed market reaction to Google’s launch of their AI model "Gemini." Today, the AI halo effect takes effect. Plus – Taylor Swift, TIME person of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reading Google's Sign 12/6/23 06.12.2023

Google shooting for the stars today, announcing new details around its long-awaited generative AI system "Gemini.” Sundar Pichai and hitting back in the AI arms race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shein’s secret sauce: How the retailer has exploded in the U.S. using a key trade loophole 12/1/23 01.12.2023

Shein has taken America by storm. Soon, it could take Wall Street too, as it files for an IPO. Its presence in the U.S. has exploded, as it partners with some of the hottest American retailers and tries to put labor worries to rest. This week on Tech Check, we dig into Shein’s secret sauce, as it eyes Wall Street next.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...

The Generative AI Debate: Effective Altruism or Effective Acceleration? 11/30/23 30.11.2023

More developments unfolding overnight over OpenAI’s board, with Sam Altman officially back as CEO and Microsoft now securing a non-voting board seat. We spoke to General Mike Rogers, the former NSA director, on the AI debate around pursuing effective altruism or effective acceleration, his thoughts on the 2024 election, and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i...

Can Jensen Huang get more popular? 11/29/23 29.11.2023

Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Temu VS. Shein – Winner Take All? 11/28/23 28.11.2023

The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, filed to go public. Today – investing in the future of online shopping, and which winner may take all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where every day is black Friday 11/24/23 24.11.2023

Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and Target should ignore these platforms at their own peril. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Openai open questions 11/22/23 22.11.2023

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OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23 21.11.2023

OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually typical Silicon Valley… and how it caused the mess in Silicon Valley. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI Shockwaves 11/20/23 20.11.2023

One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft, for AI, for all of corporate America.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk – Over The Line? 11/17/23 17.11.2023

Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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