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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 Management & Leadership Persönliche Finanzen Ökonomie
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  • TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26

    TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26
    Jan 22 2026

    Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software.


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    33 Min.
  • The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26

    The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26
    Jan 15 2026

    OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about the threat AI coding poses to software.


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    12 Min.
  • Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26

    Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26
    Jan 13 2026

    Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI is seeing growing adoption across the world.


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    6 Min.
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