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TechCheck

Podcast TechCheck
CNBC
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news f...

Available Episodes

5 of 600
  • Why a stronger dollar could spell trouble for Big Tech 02/06/25
    The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We look at what the shift means and what we’re hearing about it from the Magnificent 7 as they report earnings. 
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    7:17
  • Perplexity’s case for U.S. TikTok ownership, Plus DeepSeek security concerns 2/5/25
    Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plus, what people get wrong about the difference between DeepSeek the app, and DeepSeek the model as security concerns grow. 
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    8:37
  • Google faces uphill AI battle in 2025 2/4/2025
    Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, including AI plans as the race for the best AI product rapidly changes shape.
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    8:17
  • Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25
    OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs. 
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    6:24
  • Big Tech rushes to adopt DeepSeek 01/31/25
    Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model. 
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    10:41

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About 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.
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