TechCheck

Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big savings for Amazon’s core business.

Transcribed - Published: 6 June 2025

Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that’s operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC’s Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025.

Transcribed - Published: 5 June 2025

Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security.

Transcribed - Published: 5 June 2025

New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month.

Transcribed - Published: 4 June 2025

The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI.

Transcribed - Published: 3 June 2025

Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot.

Transcribed - Published: 2 June 2025

Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.

Transcribed - Published: 30 May 2025

China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.

Transcribed - Published: 29 May 2025

Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress.

Transcribed - Published: 28 May 2025

President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.

Transcribed - Published: 23 May 2025

OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported probe of Google’s Character.AI deal means for the AI talent battlefield.

Transcribed - Published: 22 May 2025

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its core search business

Transcribed - Published: 20 May 2025

Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of Trump’s trade policies, defense tech is winning big.

Transcribed - Published: 19 May 2025

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive AI spend and the increasing focus on leaner models.

Transcribed - Published: 16 May 2025

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains.

Transcribed - Published: 15 May 2025

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI landscape. Plus, we walk through what to watch in AI Infrastructure Coreweave’s first quarterly report since its March IPO.

Transcribed - Published: 14 May 2025

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech.

Transcribed - Published: 13 May 2025

President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the region for a major investor conference. We look at how a partnership between the Gulf and big tech could reshape the AI landscape.

Transcribed - Published: 12 May 2025

"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to develop the world's most advanced quantum computers. Late last year, Google unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what's possible with a classical computer. CNBC’s Deirdre Bosa gets an exclusive look inside Google quantum lab and explores whether Willow may give Google a chance to take the lead in the next technological era.

Transcribed - Published: 7 May 2025

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major investors like Microsoft and Softbank.

Transcribed - Published: 6 May 2025

One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.

Transcribed - Published: 5 May 2025

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.

Transcribed - Published: 2 May 2025

AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems.

Transcribed - Published: 1 May 2025

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding.

Transcribed - Published: 30 April 2025

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war.

Transcribed - Published: 30 April 2025

The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relationship between President Trump and big tech.

Transcribed - Published: 29 April 2025

Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in Silicon Valley over the best strategy in the AI arms race against China.

Transcribed - Published: 28 April 2025

Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.

Transcribed - Published: 25 April 2025

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures.

Transcribed - Published: 24 April 2025

Elon Musk reiterating his plan to launch paid, driverless Robotaxis in Austing by the end of June on the Tesla earnings call. We look at Musk’s robotaxi ambitions and why he believes Tesla has an edge on rival Waymo.

Transcribed - Published: 23 April 2025

Google back in court today for day two of the search remedies trial, where the DOJ is arguing that AI could help the tech giant expand its search monopoly. We look at how regulators are moving past playing catch-up with big tech, and going on the offense.

Transcribed - Published: 22 April 2025

Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI chip. Plus, we look at reports that Amazon is joining Microsoft in pausing some data center leases, and what it means for the AI trade.

Transcribed - Published: 21 April 2025

Nvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look at why the restrictions may be the opening a Chinese rival needs.

Transcribed - Published: 16 April 2025

President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?

Transcribed - Published: 15 April 2025

As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are setting funding records and what they mean for Megacap tech.

Transcribed - Published: 14 April 2025

Tech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are still waiting for a return on their charm offensive.

Transcribed - Published: 11 April 2025

Amazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s

Transcribed - Published: 10 April 2025

Deirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.

Transcribed - Published: 9 April 2025

Deirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.

Transcribed - Published: 9 April 2025

Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout.

Transcribed - Published: 8 April 2025

Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.

Transcribed - Published: 4 April 2025

The Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps are in the best position to weather the tariff fallout.

Transcribed - Published: 3 April 2025

Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy.

Transcribed - Published: 2 April 2025

OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to gain from its shift in strategy.

Transcribed - Published: 1 April 2025

In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, it just might be time for Justice for the Wrappers.

Transcribed - Published: 31 March 2025

The European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite Meta's changes of offering consumers the option of paying for an ad-free subscription or less personalized ads. Plus, Oracle is largely seen as the frontrunner to win the bid for TikTok, since Bytedance already relies heavily on Oracle's Texas servers to store customer data. We look at what's at stake and what an actual deal would look like.

Transcribed - Published: 28 March 2025

Robinhood made its name as the place to trade meme stocks. Now, it's looking to grow with its customers, launching a suite of new products aimed at the more mature, high net worth investor including wealth management, private banking and a low-cost, actively managed robo-advisor.

Transcribed - Published: 27 March 2025

After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.

Transcribed - Published: 26 March 2025

Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the announcements on Gemini 2.5 and Waymo’s expansion to Washington D.C.

Transcribed - Published: 25 March 2025

Alphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets.

Transcribed - Published: 24 March 2025