• TechCheck

  • By: CNBC
  • Podcast

  • Summary

  • 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.
    2024 CNBC
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Episodes
  • OpenAI unveils plans for for-profit restructure 12/27/24
    Dec 27 2024

    OpenAI laid out its plan for converting into a for-profit company in a blog post Friday morning. The Generative AI darling says their existing for-profit division will become a public benefit corporation. We dig into what this means for OpenAI’s future and why the move might not be as easy as they hope.

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    9 mins
  • The 2025 chip trade outlook 12/23/24
    Dec 23 2024

    Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.

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    5 mins
  • Next phase of AI takes shape 12/19/24
    Dec 19 2024

    Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI.

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    10 mins

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