TechCheck

Top Tech CEO’s meet for White House dinner 9/4/25

04 Sep 2025

Contributed by Lukas

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 ...

What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25

03 Sep 2025

Contributed by Lukas

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 coul...

Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

28 Aug 2025

Contributed by Lukas

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...

Defense tech startups and VCs on government equity stakes 8/26/25

27 Aug 2025

Contributed by Lukas

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as...

China risks loom over Nvidia print 8/27/25

26 Aug 2025

Contributed by Lukas

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 Wednes...

Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

25 Aug 2025

Contributed by Lukas

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immers...

Google search remedies loom 8/21/25

21 Aug 2025

Contributed by Lukas

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 actuall...

Google unveils new Pixel phones 8/20/25

20 Aug 2025

Contributed by Lukas

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...

Softbank’s $2B Intel Investment 8/19/25

19 Aug 2025

Contributed by Lukas

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 cons...

Hollywood’s high-stakes AI moment 8/18/25

18 Aug 2025

Contributed by Lukas

The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hol...

Trump administration eyes Intel stake - Reports 8/15/25

15 Aug 2025

Contributed by Lukas

Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would...

GPT-5 spurs enterprise AI battle 8/14/25

14 Aug 2025

Contributed by Lukas

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business. ...

China tech's lock-in to Nvidia chips 8/11/25

11 Aug 2025

Contributed by Lukas

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We...

Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

08 Aug 2025

Contributed by Lukas

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying privat...

OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25

07 Aug 2025

Contributed by Lukas

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exempti...

OpenAI eyes $500B valuation deal 8/6/25

06 Aug 2025

Contributed by Lukas

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any...

OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25

05 Aug 2025

Contributed by Lukas

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong ...

Tim Cook hints at AI acquisitions 8/4/25

04 Aug 2025

Contributed by Lukas

Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around...

CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25

01 Aug 2025

Contributed by Lukas

Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own s...

Meta eyes AI-powered ad growth 7/29/25

30 Jul 2025

Contributed by Lukas

Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking fo...

Spotify’s AI advertising potential 7/28/25

29 Jul 2025

Contributed by Lukas

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business. Hosted by Simp...

Apple’s China turnaround, and Tesla’s new chips deal 7/28/25

28 Jul 2025

Contributed by Lukas

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of th...

Apple’s AI strategy in focus 7/25/25

25 Jul 2025

Contributed by Lukas

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking ...

Broadcom Boosted by Google's AI Spend 7/24/25

24 Jul 2025

Contributed by Lukas

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positi...

How Oracle could benefit from OpenAI's data center ambitions 7/22/25

22 Jul 2025

Contributed by Lukas

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positi...

Nvidia's H20 China delays, plus the rise of AI companions 7/21/25

21 Jul 2025

Contributed by Lukas

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its resta...

Impact of Nvidia’s return to China 7/18/25

18 Jul 2025

Contributed by Lukas

Impact of Nvidia’s return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government...

How European tariffs could backfire on U.S. chipmaking plans 7/16/25

16 Jul 2025

Contributed by Lukas

Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoi...

Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

15 Jul 2025

Contributed by Lukas

Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration s...

Cracks in the AI productivity bull case 7/11/25

11 Jul 2025

Contributed by Lukas

Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the too...

Nvidia's next catalysts after $4 trillion milestone 7/9/25

09 Jul 2025

Contributed by Lukas

After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts...

Meta poaches top Apple AI researcher 7/8/25

08 Jul 2025

Contributed by Lukas

Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We d...

How the GOP bill could slow U.S. AI innovation 7/7/25

07 Jul 2025

Contributed by Lukas

President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's ...

Google promotes “AI Mode” on homepage 7/2/25

02 Jul 2025

Contributed by Lukas

The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into...

Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25

01 Jul 2025

Contributed by Lukas

Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Mus...

Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25

30 Jun 2025

Contributed by Lukas

Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poachi...

OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25

27 Jun 2025

Contributed by Lukas

OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could b...

AI’s reasoning blind spot 6/26/25

26 Jun 2025

Contributed by Lukas

Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the m...

TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25

25 Jun 2025

Contributed by Lukas

AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of r...

Waymo, Uber bring robotaxis to Atlanta 6/24/25

24 Jun 2025

Contributed by Lukas

Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its sma...

Tesla’s robotaxi debut sends shares surging 6/23/25

23 Jun 2025

Contributed by Lukas

Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring.  We dig into how the robotaxi race ...

Meta’s all-out AI talent hunt, plus Masayoshi Son’s latest big bet 6/20/25

20 Jun 2025

Contributed by Lukas

 A source confirming to CNBC that  Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at ...

Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25

18 Jun 2025

Contributed by Lukas

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator...

Microsoft and OpenAI’s slow untangling 6/17/25

17 Jun 2025

Contributed by Lukas

One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft an...

Tech’s tightrope in Gulf AI deals 6/16/25

16 Jun 2025

Contributed by Lukas

Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how th...

Scale AI CEO joins Meta 6/13/25

13 Jun 2025

Contributed by Lukas

Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. ...

Kalshi airs fully AI-generated ad on primetime 6/12/25

12 Jun 2025

Contributed by Lukas

AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says...

Meta spends $15B for Scale AI stake 6/10/25

10 Jun 2025

Contributed by Lukas

A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, an...

Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25

09 Jun 2025

Contributed by Lukas

Researchers at Apple are out with a new paper that throws cold water on the biggest trend in AI right now: reasoning models. Scientists there say that...

Amazon’s big bet on “Physical AI” 6/6/25

06 Jun 2025

Contributed by Lukas

Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could trans...

TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25

05 Jun 2025

Contributed by Lukas

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 on...

How AI “vibe-hacking” could upend cyber security 6/5/25

05 Jun 2025

Contributed by Lukas

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...

Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25

04 Jun 2025

Contributed by Lukas

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 d...

AI laws on chopping block in GOP bill 6/3/25

03 Jun 2025

Contributed by Lukas

The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried insid...

Perplexity AI nears deal with Samsung 6/2/25

02 Jun 2025

Contributed by Lukas

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 ...

Zuckerberg & Luckey's Reconciliation 5/30/25

30 May 2025

Contributed by Lukas

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 vent...

Nvidia's Inference Growth Engine 5/29/25

29 May 2025

Contributed by Lukas

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 represen...

The growing disconnect in AI 5/28/25

28 May 2025

Contributed by Lukas

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 m...

Tariffs threaten big tech’s physical AI buildout 5/23/25

23 May 2025

Contributed by Lukas

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 fo...

OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25

22 May 2025

Contributed by Lukas

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 t...

Balancing search, AI at Google I/O 5/20/25

20 May 2025

Contributed by Lukas

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

Why Palantir, Anduril are Washington's new tech favorites 5/19/25

19 May 2025

Contributed by Lukas

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 scruti...

Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25

16 May 2025

Contributed by Lukas

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Met...

Trump, Cook clash over iPhones 5/15/25

15 May 2025

Contributed by Lukas

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....

Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25

14 May 2025

Contributed by Lukas

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving A...

The Gulf’s AI ambitions, and China backdoor risks 5/13/25

13 May 2025

Contributed by Lukas

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...

Gulf nations’ new role in AI race 5/12/25

12 May 2025

Contributed by Lukas

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...

TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25

07 May 2025

Contributed by Lukas

"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 atte...

OpenAI scraps for-profit plans 5/6/25

06 May 2025

Contributed by Lukas

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profi...

The Rise of AI Vibe-Coding 5/5/25

05 May 2025

Contributed by Lukas

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...

Big tech earnings signal tariff resilience 5/2/25

02 May 2025

Contributed by Lukas

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 ...

Meta, Microsoft boost AI bulls 5/1/25

01 May 2025

Contributed by Lukas

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...

TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25

30 Apr 2025

Contributed by Lukas

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app ...

AI gets caught in trade war crossfire 04/30/25

30 Apr 2025

Contributed by Lukas

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to cou...

100 days in, cracks showing in Trump, tech relationship 04/29/25

29 Apr 2025

Contributed by Lukas

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 th...

Silicon Valley split on China 4/28/25

28 Apr 2025

Contributed by Lukas

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 deb...

Pichai: Alphabet may offer personal robotaxis 4/25/25

25 Apr 2025

Contributed by Lukas

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

What to watch in Alphabet results 4/24/25

24 Apr 2025

Contributed by Lukas

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 aro...

Tesla’s ambitious robotaxi goals 4/23/25

23 Apr 2025

Contributed by Lukas

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 robo...

DOJ Now Targeting Google’s Future, Not Just Its Past 4/22/25

22 Apr 2025

Contributed by Lukas

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 mono...

Nvidia shares slide report of new Huawei chip, Plus hints of data center pullback 4/21/25

21 Apr 2025

Contributed by Lukas

Tech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own A...

Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25

16 Apr 2025

Contributed by Lukas

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 Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25

15 Apr 2025

Contributed by Lukas

President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look...

AI startups set funding records 4/14/25

14 Apr 2025

Contributed by Lukas

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...

Tech CEOs still waiting for return on Trump bet 04/11/25

11 Apr 2025

Contributed by Lukas

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 w...

Big Tech digs in on AI Capex amid tariff whiplash 4/10/25

10 Apr 2025

Contributed by Lukas

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 ...

TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25

09 Apr 2025

Contributed by Lukas

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 leve...

Google's cloud strategy amid tariff turmoil 04/09/25

09 Apr 2025

Contributed by Lukas

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 leve...

Tariffs threaten AI data center build 4/8/25

08 Apr 2025

Contributed by Lukas

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. ...

How Tariffs could threaten the AI Boom 4/4/25

04 Apr 2025

Contributed by Lukas

Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers ...

Magnificent 7 stocks slide as tariffs hammer big tech

03 Apr 2025

Contributed by Lukas

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 wh...

TikTok deadline looms as Meta faces key AI test 4/2/25

02 Apr 2025

Contributed by Lukas

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 buy...

OpenAI to launch open-weight model 4/1/25

01 Apr 2025

Contributed by Lukas

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 s...

Justice for the AI Wrappers 3/31/25

31 Mar 2025

Contributed by Lukas

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 p...

Meta readies for another EU fine, plus Oracle’s role in TikTok’s future 3/28/25

28 Mar 2025

Contributed by Lukas

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 ...

Robinhood goes from meme stock to maturity 3/27/25

27 Mar 2025

Contributed by Lukas

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 th...

Big Tech’s AI Spending Spree & The Rise of Special Purpose Vehicles 3/26/25

26 Mar 2025

Contributed by Lukas

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...

Google: practical quantum applications 5 years away 3/25/25

25 Mar 2025

Contributed by Lukas

Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus...

Alphabet’s Wiz deal signals signs of life in M&A 3/24/25

24 Mar 2025

Contributed by Lukas

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....

The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25

21 Mar 2025

Contributed by Lukas

AI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shiftin...