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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

00:05:15

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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00:03:41

Google unveils new Pixel phones 8/20/25

TechCheck ·

2025/08/20

Google unveiling a new line of its Pixel phones at their annual “Made by Google” event in Brooklyn. We dig into what the new devices tell us about the state of the AI-integration race.

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00:10:43

Softbank’s $2B Intel Investment 8/19/25

TechCheck ·

2025/08/19

Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration considers a 10% stake in the chipmaker.

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00:04:33

Hollywood’s high-stakes AI moment 8/18/25

TechCheck ·

2025/08/18

The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hollywood’s increasingly complicated relationship with the artificial intelligence.

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00:06:54

Trump administration eyes Intel stake - Reports 8/15/25

TechCheck ·

2025/08/15

Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would mean and how it came to be just days after Trump called on Intel’s CEO to resign.

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00:04:48

GPT-5 spurs enterprise AI battle 8/14/25

TechCheck ·

2025/08/14

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business.

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00:07:10

China tech's lock-in to Nvidia chips 8/11/25

TechCheck ·

2025/08/11

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up.

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00:07:01

Sam Altman on OpenAI's path to IPO, plus the tenth...

TechCheck ·

2025/08/08

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.

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00:06:27

OpenAI launches GPT-5, plus Apple’s diplomat-in-chief...

TechCheck ·

2025/08/07

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S. investment.

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00:05:41

OpenAI eyes $500B valuation deal 8/6/25

TechCheck ·

2025/08/06

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal.

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00:06:13

OpenAI launches its first Open Weight models, plus...

TechCheck ·

2025/08/05

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency strategy.

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00:04:53

Tim Cook hints at AI acquisitions 8/4/25

TechCheck ·

2025/08/04

Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key.

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00:04:36

CEO Tim Cook: Apple "significantly increasing" AI...

TechCheck ·

2025/08/01

Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround.

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00:06:40

Meta eyes AI-powered ad growth 7/29/25

TechCheck ·

2025/07/30

Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell.

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00:03:57

Spotify’s AI advertising potential 7/28/25

TechCheck ·

2025/07/29

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.

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00:06:30

Apple’s China turnaround, and Tesla’s new chips deal...

TechCheck ·

2025/07/28

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new $16.5B chip deal between Tesla and Samsung.

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00:03:57

Apple’s AI strategy in focus 7/25/25

TechCheck ·

2025/07/25

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in the iPhone maker’s Q3 earnings, and whether it can change the narrative around its AI strategy.

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00:04:37

Broadcom Boosted by Google's AI Spend 7/24/25

TechCheck ·

2025/07/24

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.

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00:04:41

How Oracle could benefit from OpenAI's data center...

TechCheck ·

2025/07/22

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.

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00:06:25

Nvidia's H20 China delays, plus the rise of AI...

TechCheck ·

2025/07/21

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its restart there, including cancelled orders and supply chain obstacles. Plus, Elon Musk's AI model Grok has launched two new AI companions, just the latest in the rise of more social AI.

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1,143 results

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