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PODCAST

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.

technology investing

All Episodes

00:08:35

EA’s $55 Billion Deal and Anthropic Heats Up AI Arms...

TechCheck ·

2025/09/29

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. 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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00:04:29

Anthropic, OpenAI rivalry goes global 9/26/25

TechCheck ·

2025/09/26

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. 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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00:08:36

Amazon’s $2.5B Prime settlement, and the $100M...

TechCheck ·

2025/09/25

Amazon has reached a $2.5 settlement with the FTC over accusations of deceptive practices locking consumers into Prime subscriptions. Plus, we talk to Databricks CEO Ali Ghodsi in an exclusive interview on the company’s $100M OpenAI deal. 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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00:05:32

OpenAI and Oracle's data center ambitions 9/23/25

TechCheck ·

2025/09/23

OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure push to secure more compute power. OpenAI CFO Sarah Friar spoke exclusively to CNBC's Mackenzie Sigalos and talked the data center buildout, compute crunch, restructuring, and more. 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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00:07:25

U.S. Nears TikTok Deal, Plus Oracle's CEO Shakeup...

TechCheck ·

2025/09/22

President Trump is set to sign an executive order on TikTok this week, in which a new U.S. entity would license, retrain and update a copy of TikTok's algorithm. Users would have the same access to the global content on the app that they have now. Oracle is set to play a major part in that, just as the company announces a major CEO shakeup. 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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00:05:29

Musk, Altman rivalry escalates with new OpenAI hire...

TechCheck ·

2025/09/16

OpenAI is launching the latest salvo in the rivalry between Sam Altman and Elon Musk. Hiring former xAI CFO Mike Liberatore to oversee their massive infrastructure spending, including the $300B Oracle deal. We dig into what the move means amid the intensifying AI talent wars. 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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00:04:09

Nvidia caught in U.S., China “Chiplomacy” 9/15/25

TechCheck ·

2025/09/15

U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 acquisition of Mellanox. We dig into the allegations and what it means for Nvidia’s future in China. 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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00:07:14

OpenAI and Microsoft’s uneasy truce 9/12/25

TechCheck ·

2025/09/12

OpenAI reaching a tentative agreement with Microsoft that brings the AI darling one step closer to its long-awaited for-profit shift. We dig into the details and how it could unlock billions of dollars for OpenAI.

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00:04:00

Oracle and OpenAI’s $300B Cloud deal 9/11/25

TechCheck ·

2025/09/11

Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that OpenAI is responsible for most of that money. We dig into the $300 cloud deal and what it means as OpenAI supports more Nvidia rivals.

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00:05:56

Amazon launches Zoox Robotaxis in Las Vegas 9/10/25

TechCheck ·

2025/09/10

Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new autonomous vehicles and what they mean for the broader Robotaxi rollout in the U.S.

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00:05:21

Google's ad tech trial strategy, plus trading the...

TechCheck ·

2025/09/09

As Google gets ready to fight an antitrust battle around its advertising technology, a new court filing hints at how the search giant might frame its arguments around ads and the state of the web in court. Plus, we take a look at how the stocks in the Apple ecosystem are moving on its biggest launch event of the year.

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00:05:36

Apple set to unveil iPhone 17 models 9/8/25

TechCheck ·

2025/09/08

Apple’s biggest event of the year is set to kick off tomorrow when it is reportedly expected to launch major redesigns to the iPhone for the first time in 5 years. We dig into what new models we could expect and whether it could spur an upgrade boom for Apple.

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00:03:55

Broadcom’s $10B customer 9/5/25

TechCheck ·

2025/09/05

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means for the broader AI trade.

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00:05:34

Top Tech CEO’s meet for White House dinner 9/4/25

TechCheck ·

2025/09/04

CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We dig into what to expect from the meeting and how Silicon Valley is expanding its influence in the nation’s capital.

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00:08:43

What Google’s Antitrust Ruling Means for Tech & the...

TechCheck ·

2025/09/03

Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling could impact the AI landscape and how Apple could benefit.

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00:05:38

Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

TechCheck ·

2025/08/28

Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company doesn't need Beijing to dominate. But the chipmaker also just revealed that its three customers now account for 56% of accounts receivable, sparking debate around concentration risk.

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00:05:58

Defense tech startups and VCs on government equity...

TechCheck ·

2025/08/27

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyond Intel. But the resounding sentiment from startups and investors is that this could have disastrous consequences on innovation in the sector.

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00:04:40

China risks loom over Nvidia print 8/26/25

TechCheck ·

2025/08/26

Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report.

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00:07:29

Musk’s X, xAI sue Apple and OpenAI, Plus Netflix...

TechCheck ·

2025/08/25

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of the success of KPop Demon Hunters.

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00:05:15

Google search remedies loom 8/21/25

TechCheck ·

2025/08/21

Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actually help the tech giant.

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1,142 results

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