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TechCheck

TechCheck

By: CNBC
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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.2025 CNBC Economics Management Management & Leadership Personal Finance
Episodes
  • TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25

    TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
    Nov 25 2025

    This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more.


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    36 mins
  • Alibaba and Google’s AI comeback 11/24/25

    Alibaba and Google’s AI comeback 11/24/25
    Nov 24 2025

    Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after launch. We dig into why Alibaba and Google’s end-to-end advantage is boosting confidence in their AI strategies.


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    7 mins
  • TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25

    TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
    Nov 19 2025

    AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave. In this Take, CNBC’s Deirdre Bosa breaks down the new signals investors are watching, the rising risks behind the spending, and what founders like Amjad Masad of Replit and Navrina Singh of Credo AI see from inside the cycle.


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    32 mins
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