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.
Episodes
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.
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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.
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The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China’s advancing AI efforts.
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Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ chips and what it means for Nvidia amid the shifting AI race.
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A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a look at who could lose out as OpenAI expands its enterprise AI business.
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Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house AI chips. The deal is expected to generate well over 1 gigawatt of compute power by next year. Plus, Street sentiment has cooled on Intel, with concerns around unanswered questions and level of AI exposure.
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Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would provide its custom TPU chips. The stock reaction could signal a shift in the way investors are trading the name.
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Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White House AI Czar David Sacks, tech investor Reid Hoffman and a16z’s Marc Andreessen.
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As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol are emerging to protect intellectual property rights. Plus, AWS is still struggling to resolve its major outage after a six hour disruption this morning looked like it had been mitigated.
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New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig into the news and how Apple is diversifying its supply chains amid simmering U.S., China tensions.
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Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal and what it means for OpenAI as it looks to cement its AI lead.
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Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the United Arab Emirates. We dig into what the move means for both Nvidia and the Gulf state’s AI ambitions.
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Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into xAI on top of its commitments to OpenAI, CoreWeave, and more. But CEO Jensen Huang told CNBC he's only looking for even more.
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Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest acquisition deepens its robotics bet.
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OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been running a secretive competition to pick data center winners.
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OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image generator – which is already facing backlash online.
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Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into the news and how AI is pumping new life into the smart home market.
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Amazon unveiling long-awaited updates to its Echo, Ring, and Alexa+ digital assistant at it’s “Devices and Services” event today. We dig into the news and what the updates mean for the future of Amazon’s AI strategy.
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Electronic Arts is being acquired in what will be the biggest leveraged buyout in history. CNBC’s Steve Kovach takes a closer look at why one of the major investors in the deal continues to make massive bets on gaming.
Plus, Mackenzie Sigalos takes a deep dive into Anthropic’s new AI model and what it means for competition with OpenAI and the AI arms race.
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Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion means and how it escalates the OpenAI rivalry.
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