• TechCheck

  • Written by: CNBC
  • Podcast

TechCheck

Written by: CNBC
  • 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
  • Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
    Nov 8 2024

    The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold.

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    6 mins
  • Gig Economy and Ride-sharing Under Trump 11/7/24
    Nov 7 2024

    The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft and Uber over the last few months have been on a dealmaking frenzy, most of them centered around autonomous driving. But now that Elon Musk’s influence is growing, that push could become more urgent – and tie-ups could go from partnerships to all-out consolidation.

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    7 mins
  • AI Trade Acceleration Under Trump 11/06/24
    Nov 6 2024

    The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals.

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    6 mins

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