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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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OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure push to secure more compute power. OpenAI CFO Sarah Friar spoke exclusively to CNBC's Mackenzie Sigalos and talked the data center buildout, compute crunch, restructuring, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
President Trump is set to sign an executive order on TikTok this week, in which a new U.S. entity would license, retrain and update a copy of TikTok's algorithm. Users would have the same access to the global content on the app that they have now. Oracle is set to play a major part in that, just as the company announces a major CEO shakeup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI is launching the latest salvo in the rivalry between Sam Altman and Elon Musk. Hiring former xAI CFO Mike Liberatore to oversee their massive infrastructure spending, including the $300B Oracle deal. We dig into what the move means amid the intensifying AI talent wars. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 acquisition of Mellanox. We dig into the allegations and what it means for Nvidia’s future in China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI reaching a tentative agreement with Microsoft that brings the AI darling one step closer to its long-awaited for-profit shift. We dig into the details and how it could unlock billions of dollars for OpenAI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that OpenAI is responsible for most of that money. We dig into the $300 cloud deal and what it means as OpenAI supports more Nvidia rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new autonomous vehicles and what they mean for the broader Robotaxi rollout in the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As Google gets ready to fight an antitrust battle around its advertising technology, a new court filing hints at how the search giant might frame its arguments around ads and the state of the web in court. Plus, we take a look at how the stocks in the Apple ecosystem are moving on its biggest launch event of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s biggest event of the year is set to kick off tomorrow when it is reportedly expected to launch major redesigns to the iPhone for the first time in 5 years. We dig into what new models we could expect and whether it could spur an upgrade boom for Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means for the broader AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We dig into what to expect from the meeting and how Silicon Valley is expanding its influence in the nation’s capital. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling could impact the AI landscape and how Apple could benefit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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