TechCheck
Technology Podcasts
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.
Location:
United States
Genres:
Technology Podcasts
Description:
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.
Language:
English
Website:
https://techcheck.simplecast.com
Email:
cnbcpodcasts@gmail.com
Episodes
Apple’s AI Stumbles weigh on shares 3/13/25
3/13/2025
Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumbles in bringing AI to iPhones.
Duration:00:06:16
Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25
3/12/2025
Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal judge to delay a September trial against Amazon, citing budgeting and staffing shortalls.
Duration:00:06:04
How Low can Stocks Go 3/11/25
3/11/2025
Scott Wapner and the Investment Committee discuss the continued selloff and debate how low stocks can go after President Trumps announcing new tariffs today. Plus, the desk making some major portfolio moves as the market slides lower, they share their trading strategies. And later, Josh Brown gives an update on his ‘Best Stocks in the Market’ list.
Duration:00:04:56
Manus: Overhyped or China’s second DeepSeek moment? 3/10/25
3/10/2025
A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Monday’s selloff.
Duration:00:05:55
Google unveils 'AI mode' in search 3/7/25
3/7/2025
Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.
Duration:00:07:01
Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25
3/5/2025
A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.
Duration:00:06:51
Tech divided over crypto reserve 3/3/25
3/3/2025
President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and why critics are raising concerns.
Duration:00:06:20
Megacaps enter the Quantum chip race 2/27/25
2/27/2025
Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.
Duration:00:05:41
Why AI prices are in a race to the bottom 2/26/25
2/26/2025
DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field.
Duration:00:06:49
TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25
2/25/2025
Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a larger one. DeepSeek didn’t invent the method, but its use roiled the markets and woke the AI world up to its potential. It’s now enabling startups to compete at the cutting edge, and is deadly for the biggest AI players’ competitive edges. This video includes an interview with Glean CEO Arvind Jain.
Duration:00:33:33
How stricter chip restrictions could backfire to benefit Huawei 2/25/25
2/25/2025
The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmaker’s products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huawei’s chips faster.
Duration:00:05:27
Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25
2/21/2025
U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.
Duration:00:06:57
Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25
2/20/2025
Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting on the technology. Plus, OpenAI telling CNBC the AI company is saw 400 million weekly active users in February in a major jump since December.
Duration:00:05:26
Sequoia backs AI health startup 2/19/25
2/19/2025
AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI healthcare and why investors are increasingly drawn towards the sector.
Duration:00:07:34
Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25
2/18/2025
Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a second look under President Trump’s new SEC. Plus, Elon Musk’s startup xAI is now showing off its new model called Grok 3, and said the deep research tool is outperforming comparable offerings from OpenAI and China’s DeepSeek.
Duration:00:07:08
Wall Street cools on AI spending spree 2/14/25
2/14/2025
Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the soaring AI investments.
Duration:00:04:53
Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25
2/13/2025
Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce domestic competition.
Duration:00:07:44
High-stakes Paris AI summit sees calls for less regulation 2/11/25
2/11/2025
Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. We look at the key takeaways as calls for looser AI regulation grow.
Duration:00:02:57
Why OpenAI has a Microsoft problem 2/10/25
2/10/2025
New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about its increasingly complex relationship with Microsoft.
Duration:00:05:42
Big Tech hunts for AGI at any cost 02/07/25
2/7/2025
Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that big tech is not slowing down on their AI investment post-DeepSeek, and their strategy going forward.
Duration:00:07:04