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TechCheck

TechCheck

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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 マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

    Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
    2025/07/15

    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 seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chance to catch up, Nvidia also has an edge they don't: its software ecosystem. Plus, CEO Jensen Huang is in China today, marking his third visit to the country this year. It could signal a new era for the chipmaker chief, one that involves a more diplomatic role.

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    4 分
  • Cracks in the AI productivity bull case 7/11/25

    Cracks in the AI productivity bull case 7/11/25
    2025/07/11

    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 tools might not be as helpful as expected.

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

    Nvidia's next catalysts after $4 trillion milestone 7/9/25
    2025/07/09

    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. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking.

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    4 分

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