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TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech industry that will chart the future of the global economy. The daily podcast is hosted by CNBC’s Jon Fortt and Carl Quintanilla on the East Coast and Deirdre Bosa on the West Coast and features CNBC’s Senior Media & Entertainment Reporter Julia Boorstin from Los Angeles.

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    • Jul 28, 2025 LATEST EPISODE
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    • 25m AVG DURATION
    • 1,069 EPISODES


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    Latest episodes from TechCheck

    Apple's China turnaround, and Tesla's new chips deal 7/28/25

    Play Episode Listen Later Jul 28, 2025 6:30


    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. 

    Apple's AI strategy in focus 7/25/25

    Play Episode Listen Later Jul 25, 2025 3:57


    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. 

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

    Play Episode Listen Later Jul 24, 2025 4:37


    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.   

    How Oracle could benefit from OpenAI's data center ambitions 7/22/25

    Play Episode Listen Later Jul 22, 2025 4:41


    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. 

    Nvidia's H20 China delays, plus the rise of AI companions 7/21/25

    Play Episode Listen Later Jul 21, 2025 6:25


    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.

    Impact of Nvidia's return to China 7/18/25

    Play Episode Listen Later Jul 18, 2025 5:35


    Impact of Nvidia's return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to greenlight the export of its H20 chips to China. We dig into what that could mean for China's AI ambitions. 

    How European tariffs could backfire on U.S. chipmaking plans 7/16/25

    Play Episode Listen Later Jul 16, 2025 3:08


    Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in advanced chip manufacturing, the only company in the world that makes the tools needed to produce cutting-edge semiconductors. We dive into how it could have a boomerang effect on U.S. chip strategy. 

    Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

    Play Episode Listen Later Jul 15, 2025 4:15


    Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chance to catch up, Nvidia also has an edge they don't: its software ecosystem. Plus, CEO Jensen Huang is in China today, marking his third visit to the country this year. It could signal a new era for the chipmaker chief, one that involves a more diplomatic role. 

    Cracks in the AI productivity bull case 7/11/25

    Play Episode Listen Later Jul 11, 2025 7:25


    Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected. 

    Nvidia's next catalysts after $4 trillion milestone 7/9/25

    Play Episode Listen Later Jul 9, 2025 4:23


    After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking. 

    Meta poaches top Apple AI researcher 7/8/25

    Play Episode Listen Later Jul 8, 2025 7:39


    Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into how the cost of staffing Meta's superintelligence lab is adding up.  

    How the GOP bill could slow U.S. AI innovation 7/7/25

    Play Episode Listen Later Jul 7, 2025 5:51


    President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's development of AI, especially as China ramps up its electricity generation compared to the U.S. 

    Google promotes “AI Mode” on homepage 7/2/25

    Play Episode Listen Later Jul 2, 2025 3:45


    The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google's AI mode and how distribution will be crucial to the next stage of the AI race. 

    Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25

    Play Episode Listen Later Jul 1, 2025 6:50


    Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk's empire could be the most at risk from the fallout. 

    Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25

    Play Episode Listen Later Jun 30, 2025 4:56


    Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reaching superintelligence. 

    OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25

    Play Episode Listen Later Jun 27, 2025 7:32


    OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China's rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance. 

    AI's reasoning blind spot 6/26/25

    Play Episode Listen Later Jun 26, 2025 8:02


    Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping up the next leg of the AI trade. Check out the full deep dive on CNBC.com/tctakes. 

    TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25

    Play Episode Listen Later Jun 25, 2025 12:10


    AI reasoning models were supposed to be the industry's next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models aren't “generalizable,” meaning they might be just memorizing patterns instead of coming up with genuinely new solutions. Researchers at Salesforce, Anthropic, and other AI labs have also raised red flags. The constraints on reasoning could have major implications for the AI trade, businesses spending billions on AI, and even the timeline to superhuman intelligence.

    Waymo, Uber bring robotaxis to Atlanta 6/24/25

    Play Episode Listen Later Jun 24, 2025 0:55


    Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale robotaxi fleet in Austin, we dig into the rapidly expanding race for autonomous taxis. 

    Tesla's robotaxi debut sends shares surging 6/23/25

    Play Episode Listen Later Jun 23, 2025 3:36


    Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring.  We dig into how the robotaxi race is rapidly expanding, and how that value may be being overlooked in Google and Amazon shares 

    Meta's all-out AI talent hunt, plus Masayoshi Son's latest big bet 6/20/25

    Play Episode Listen Later Jun 20, 2025 8:00


     A source confirming to CNBC that  Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at Softbank's Masayoshi Son is continuing his trend of moonshot bets with a reported proposal to build a $1T AI hub in Arizona. 

    Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI's Talent Battle 6/18/25

    Play Episode Listen Later Jun 18, 2025 5:10


    Ahead of the Federal Reserve's decision on interest rates, we look at what's at stake and what to expect from today's projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump's criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI's Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses. 

    Microsoft and OpenAI's slow untangling 6/17/25

    Play Episode Listen Later Jun 17, 2025 6:31


    One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft and why AGI is at the center of it. 

    Tech's tightrope in Gulf AI deals 6/16/25

    Play Episode Listen Later Jun 16, 2025 5:11


    Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how those connections are starting to expose the risks of sovereign AI. 

    Scale AI CEO joins Meta 6/13/25

    Play Episode Listen Later Jun 13, 2025 5:00


    Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. We dig into how tech giants are spending

    Kalshi airs fully AI-generated ad on primetime 6/12/25

    Play Episode Listen Later Jun 12, 2025 5:52


    AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was created from idea to live in less than 72 hours and cost them less than $2,000 to make. It shows just how fast AI is moving up the value chain and raises new questions around public trust and AI media consumption. 

    Meta spends $15B for Scale AI stake 6/10/25

    Play Episode Listen Later Jun 10, 2025 4:46


    A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, and the flurry of AI valuation headlines making news this week. 

    Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25

    Play Episode Listen Later Jun 9, 2025 6:42


    Researchers at Apple are out with a new paper that throws cold water on the biggest trend in AI right now: reasoning models. Scientists there say that beyond a certain point, the models lose all accuracy. Plus, OpenAI has just hit $10 billion in annual recurring revenue, driven by chatGPT, its consumer business and APIs. 

    Amazon's big bet on “Physical AI” 6/6/25

    Play Episode Listen Later Jun 6, 2025 7:03


    Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big savings for Amazon's core business. 

    TechCheck Takes: Waymo's co-CEO on 10 million Driverless Rides 6/5/25

    Play Episode Listen Later Jun 5, 2025 20:12


    Alphabet's self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that's operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC's Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025.

    How AI “vibe-hacking” could upend cyber security 6/5/25

    Play Episode Listen Later Jun 5, 2025 3:46


    Anthropic CEO Dario Amodei is warning against a provision in the GOP's massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security. 

    Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25

    Play Episode Listen Later Jun 4, 2025 7:46


    New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month. 

    AI laws on chopping block in GOP bill 6/3/25

    Play Episode Listen Later Jun 3, 2025 5:55


    The Senate is getting their turn at the GOP's massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI. 

    Perplexity AI nears deal with Samsung 6/2/25

    Play Episode Listen Later Jun 2, 2025 8:03


    Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot. 

    Zuckerberg & Luckey's Reconciliation 5/30/25

    Play Episode Listen Later May 30, 2025 6:54


    Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics. 

    Nvidia's Inference Growth Engine 5/29/25

    Play Episode Listen Later May 29, 2025 4:35


    China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia. 

    The growing disconnect in AI 5/28/25

    Play Episode Listen Later May 28, 2025 6:53


    Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress. 

    Tariffs threaten big tech's physical AI buildout 5/23/25

    Play Episode Listen Later May 23, 2025 7:08


    President Trump's threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech's move into physical AI. 

    OpenAI's Jony Ive deal escalates Google rivalry 5/22/25

    Play Episode Listen Later May 22, 2025 6:57


    OpenAI's deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ's reported probe of Google's Character.AI deal means for the AI talent battlefield. 

    Balancing search, AI at Google I/O 5/20/25

    Play Episode Listen Later May 20, 2025 7:40


    Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant's delicate balancing act between prioritizing AI while maintaining its core search business

    Why Palantir, Anduril are Washington's new tech favorites 5/19/25

    Play Episode Listen Later May 19, 2025 44:03


    Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of Trump's trade policies, defense tech is winning big. 

    Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25

    Play Episode Listen Later May 16, 2025 7:43


    The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta's massive AI spend and the increasing focus on leaner models. 

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