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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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    • Aug 28, 2025 LATEST EPISODE
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    Latest episodes from TechCheck

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

    Play Episode Listen Later Aug 28, 2025 5:38


    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. 

    Defense tech startups and VCs on government equity stakes 8/26/25

    Play Episode Listen Later Aug 27, 2025 5:58


    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. 

    China risks loom over Nvidia print 8/27/25

    Play Episode Listen Later Aug 26, 2025 4:40


    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. 

    Musk's X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

    Play Episode Listen Later Aug 25, 2025 7:29


    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. 

    Google search remedies loom 8/21/25

    Play Episode Listen Later Aug 21, 2025 5:15


    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. 

    Google unveils new Pixel phones 8/20/25

    Play Episode Listen Later Aug 20, 2025 3:41


    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. 

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

    Play Episode Listen Later Aug 19, 2025 10:43


    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. 

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

    Play Episode Listen Later Aug 18, 2025 4:33


    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. 

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

    Play Episode Listen Later Aug 15, 2025 6:54


    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. 

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

    Play Episode Listen Later Aug 14, 2025 4:48


    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. 

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

    Play Episode Listen Later Aug 11, 2025 7:10


    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. 

    Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

    Play Episode Listen Later Aug 8, 2025 7:01


    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. 

    OpenAI launches GPT-5, plus Apple's diplomat-in-chief 8/7/25

    Play Episode Listen Later Aug 7, 2025 6:27


    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. 

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

    Play Episode Listen Later Aug 6, 2025 5:41


    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. 

    OpenAI launches its first Open Weight models, plus Palantir's efficiency strategy 8/5/25

    Play Episode Listen Later Aug 5, 2025 6:13


    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.  

    Tim Cook hints at AI acquisitions 8/4/25

    Play Episode Listen Later Aug 4, 2025 4:53


    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. 

    CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25

    Play Episode Listen Later Aug 1, 2025 4:36


    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. 

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

    Play Episode Listen Later Jul 30, 2025 6:40


    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. 

    Spotify's AI advertising potential 7/28/25

    Play Episode Listen Later Jul 29, 2025 3:57


    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.

    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. 

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