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TechCheck

TechCheck

著者： CNBC
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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 self-funded AI loop 10/8/25

    Nvidia's self-funded AI loop 10/8/25
    2025/10/08

    Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into xAI on top of its commitments to OpenAI, CoreWeave, and more. But CEO Jensen Huang told CNBC he's only looking for even more.


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  • Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25

    Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
    2025/10/07

    Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest acquisition deepens its robotics bet.


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  • Inside OpenAI’s data center hunt 10/3/25

    Inside OpenAI’s data center hunt 10/3/25
    2025/10/03

    OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been running a secretive competition to pick data center winners.


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