TechCheck

CNBC

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. read less

Our Editor's Take

CNBC's TechCheck podcast discusses the space where tech and Wall Street intersect. The hour-long TV version of the program is available each morning. The 45-minute-long audio version comes out shortly after. TechCheck provides a large amount of technology and business information. Staunch stock market followers will get all the news they need to know to make wise investments. Meanwhile, listeners getting started in investing will learn a lot.

Deals, partnerships, and mergers often headline the episodes. Some segments discuss why corporations liquidate. Is Big Tech leading investment ethics? Is there really a switch from software to hardware in the industry? Is there a threat of a monopoly in a specific industry? Listeners will find out. This show goes beyond reporting on stock prices. Companies of any size that are notable in their niche receive thorough coverage. TechCheck often reports on Facebook, Amazon, Apple, Netflix, and Google. It also reports on the next great disruptive companies following these examples.

TechCheck opens each show with high-profile guests from influential companies. Typical episodes might also welcome giant equity fund managers, big bank analysts, and venture capital firm reps. Topics covered range from the most complicated crypto discussions to practical brand analysis. The show also features broader news and the Gutcheck segment, focusing on a standout stock for the day. New episodes are available every weekday.

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The Battle Over TikTok’s Algorithm 4/24/24

The Battle Over TikTok’s Algorithm 4/24/24

At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats like YouTube Shorts or Instagram Reels. But without it, a sale of TikTok would be a very different proposition, and interested buyers like Steve Mnuchin have said that he would rebuild the app if there’s no technology transfer.

Episodes

The Battle Over TikTok’s Algorithm 4/24/24

The Battle Over TikTok’s Algorithm 4/24/24

At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats like YouTube Shorts or Instagram Reels. But without it, a sale of TikTok would be a very different proposition, and interested buyers like Steve Mnuchin have said that he would rebuild the app if there’s no technology transfer.

Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24

Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24

Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both leading upstart gen AI native companies. This time around, they have less to lose and are unafraid of taking on the giants. Plus, Softbank is reportedly now sinking nearly a billion dollars into developing a new generative AI model -- but is it too little, too late?

Big Tech’s Capital Return Opportunity 4/22/24

Big Tech’s Capital Return Opportunity 4/22/24

This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six megacaps in the last two years, with Nvidia and Amazon seeing the biggest increases. In Amazon’s case, it was hard to imagine the tech giant doing so under Jeff Bezos. But CEO Andy Jassy is friendlier to Wall Street and has talked about focusing on profits and efficiency.

Google’s Culture Shift 4/19/24

Google’s Culture Shift 4/19/24

Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what was once an openness for employees to bring social and political causes to work and mix ethics and business. But we're increasingly seeing a tougher Google and CEO Sundar Pichai. In the wake of multi-city protests across the company, he reminded employees in his latest memo that "this is a business."

The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24

The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24

: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and CEOs including Elon Musk, Andy Jassy and Sam Altman are all sounding the alarm. Plus, the AI race is on -- and it's now faster and more competitive than ever. Meta says its just-released latest AI model, the Llama 3, is the most powerful model that's also freely accessible. Meta is also teaming up with Google to include search results with its new AI chatbot, Meta AI, in a show of force against ChatGPT.

Ranking in Silicon Valley 4/17/24

Ranking in Silicon Valley 4/17/24

The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech companies during what’s turning into the multiple years of efficiency, with big tech cutting costs and trimming their workforce. The type of merit-based, competitive culture has been around since the 80s, popularized by Jack Welch of GE, and is alive and well in other sectors including banking.

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD today, arguing in a new note that it shouldn’t be overlooked as an AI play because of its upcoming AI accelerator chip series, and because its non-AI business segments are improving.

Apple and Tesla’s Parallels 4/15/24

Apple and Tesla’s Parallels 4/15/24

Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that Tesla is laying off 10% of its workforce and Apple smartphone shipments are slumping. But it’s not just the stock declines that the two have in common. Some parallels are even more fundamental to the companies, including increased competition from China, both reportedly killing major car projects, and highly anticipated events this summer with a lot at stake.

Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24

Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24

Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat with CEO Aaron Levie on how regulators should tackle AI, how AI will impact jobs and hiring, Google’s AI strategy, and more. Plus, with sticky inflation increasing the chances of higher rates for longer, Silicon Valley investors are now paying close attention to what it means for their privately-held portfolios. We dig into what VCs have been saying and the divergence between AI startups and the rest of tech.

Andy Jassy’s Balancing Act 4/11/24

Andy Jassy’s Balancing Act 4/11/24

The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that CEO Andy Jassy has to walk, from investing in startups while building models, to M&A while keeping an eye on regulators.

TechCheck+ Flow Co-Founder Adam Neumann 4/11/24

TechCheck+ Flow Co-Founder Adam Neumann 4/11/24

Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy back WeWork, and more.

TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24

TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24

A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But on the enterprise side, Google can afford to go on the offensive, and that’s happening in the cloud. CNBC's Deirdre Bosa sat down exclusively with Google Cloud CEO Thomas Kurian on competition, monetization, the partnership with Anthropic, and more.

New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24

New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24

There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk. The Destiny Tech100 fund has soared more than 500% since its launch two weeks ago but is tanking 40% today. We break down the risks and the rewards. Plus, Intel and Google both announced new and more powerful chips. Intel is introducing its Gaudi 3, which they say is better at inferencing and power efficiency than Nvidia’s H100 chip -- the main choice among companies building AI system. And Google’s Axion is the megacap’s latest expansion into custom chips, which the company says is capable of a range of tasks from powering Google’s search engine to AI-related work.

Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24

Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24

After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing partner and CEO of the VC firm Healthier Capital and former CEO of Amazon-acquired primary care provider One Medical on the state of health care startups and funding. Plus, some of the most advanced chips in the world will now be made in America, but by a foreign firm. Taiwan Semi is the largest chip manufacturer in the world and has secured $6.6 billion in subsidies from the CHIPS Act in addition to $5 billion in low-cost government loans. But how does that impact American chipmakers like Intel?

Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24

Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24

Samsung is said to be the latest company to make a big investment in chip manufacturing in the United States. The company reportedly planning to double its total semiconductor investment in Texas to $44 billion, according to the Wall Street Journal. Plus, Move over AI.. robots are emerging as the next big battleground for Big Tech. Apple – is said to be the latest mover.. joining Amazon, Tesla, Nvidia and Google

Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24

Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24

Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for a rare interview on investing in defense technology, the thawing IPO market, whether an AI bubble is brewing, and more. Plus, Google’s dominance was built on free products - Gmail, Drive, Maps, Search. But now, in what would be a huge change from that model, the tech giant is reportedly considering charging for AI search features, adding them to its premium subscription services. One could argue it signals some desperation as it struggles to play catchup in the AI race, and a lack of commitment to disrupt its cash cow, Search.

Steve Cohen’s AI Predictions 4/3/24

Steve Cohen’s AI Predictions 4/3/24

Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He says the markets might actually be discounting what AI’s going to be able to do for companies, and that there’s even more upside as a result of AI. We break down what that might mean for labor and productivity, and how to find the AI winners in startups.

Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24

Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24

There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D facilities, and instead fund manufacturing hubs like Intel’s. But the funding amount is more like a drop in the bucket in Intel’s longer-term vision for its foundry business. Plus, Salesforce’s AI Chief Clara Shih joins us to talk about a new gen-AI co-pilot tool Einstein and how it’s driving productivity for customers.

What’s Ahead for Apple after a Tough Quarter 4/1/24

What’s Ahead for Apple after a Tough Quarter 4/1/24

Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative sentiment from Wall Street continued today, with Loop Capital cutting its 12-month price target on the stock to $170 from $185. But there could be some positive catalysts ahead, including its annual developers conference, WWDC and a new iPhone cycle in September.

Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24

Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24

Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new venture, plus competing with tech giants and LLMs, AI startups, Google’s AI strategy and more. Plus, one Raymond James analyst thinks he’s found the next winners in AI: web tool platforms like GoDaddy and Wix. We debate whether that will still hold true as the next generation of AI apps enter the market.