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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.
Episodes
Mentioned books

May 28, 2024 • 6min
Elon Musk’s Web of Loyalists Back xAI 5/28/24
Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most loyal insiders – including venture capitalists like Andreessen Horowitz and Sequoia, who also invested in his acquisition of X, but also includes institutional support from Fidelity and some new faces. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 22, 2024 • 5min
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24
CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 21, 2024 • 11min
AI Competition Heating Up 5/21/24
CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet research analyst at Jeffries, shares his reaction to Microsoft’s developer conference, the company’s approach to AI, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 2024 • 6min
Microsoft & Departures from OpenAI 5/20/24
CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 2024 • 10min
Gen AI Startups Get Corporate 5/17/24
Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies themselves. Recent executive moves and hires are showing how AI startups are now focusing more on products, monetization and commercialization. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 2024 • 19min
TechCheck+ Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24
AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s GPT-4o and Google’s Project Astra. The news -- bullish for Nvidia and over chipmakers, but Meta, Amazon, Apple and other megacap tech names will have to step up to the plate soon. We break down what’s behind the big leap forward, the risks involved, and sit down with Google CEO Sundar Pichai exclusively on the news Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 16, 2024 • 8min
Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24
Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big gains in e-commerce. Could its online shopping gains now threaten the e-commerce king, Amazon? Plus, OpenAI’s debut of its more conversational, real-time GPT-4o model have investors now asking whether it will disrupt sectors from education technology, advertising technology, white-collar jobs and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 15, 2024 • 10min
Google’s AI Search Overhaul 5/15/24
Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar Pichai and Google’s head of search Liz Reid on what this change will mean for advertisers, publishers, and consumers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 14, 2024 • 11min
TechCheck+ Alphabet CEO Sundar Pichai 5/14/24
Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s search competitor and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 13, 2024 • 5min
OpenAI Front-Runs Google 5/13/24
OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important developers’ event tomorrow, Google I/O, where the tech giant is set to outline its latest advancements in AI. Google has in the past been relatively slow to roll out its AI features to its wide base of users, so the question hanging over the event tomorrow is whether it will go all-in on gen AI, potentially at the expense of search. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


