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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 Economie Finances privées Management Management et direction
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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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    • 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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