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TechCheck

Auteur(s): 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 Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
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  • How European tariffs could backfire on U.S. chipmaking plans 7/16/25

    How European tariffs could backfire on U.S. chipmaking plans 7/16/25
    Jul 16 2025

    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 chokepoint in advanced chip manufacturing, the only company in the world that makes the tools needed to produce cutting-edge semiconductors. We dive into how it could have a boomerang effect on U.S. chip strategy.

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

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

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

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

    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 min

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