CNBC confirms that OpenAI was hacked in April of last year, and never told law enforcement or the public. It raises of question how much genAI companies should be sharing about security incidents, and how transparent OpenAI is as its influence grows. Plus, the Meta-owned social media app Threads is celebrating its one year anniversary today, and has now hit 175 million monthly active users, according to CEO Mark Zuckerberg. But AI startups are increasingly putting traditional social apps on the backfoot as AI-generated content becomes king.

Between last week’s debate and today’s Supreme Court ruling, Silicon Valley is thinking more than ever about what another Trump presidency would mean for the tech industry. A friendlier deal environment could benefit megacaps and the small to midcap software names. Gig economy names and American e-commerce would also get some relief from a lighter touch. On the flipside, the Trump short tech basket includes Temu-owner Pinduoduo and social media names.

The world has gone crazy for Nvidia -- or at least, Wall Street has. The stock has almost single-handedly lifted the entire market due to its monster valuation and latest, monster quarter. But the largest companies in the world are also typically the most well-known… and Nvidia is far from being a household name. And the last time a tech company without mass brand recognition became the most valuable in the world? That was Cisco in the late 90s. Is another bubble brewing? This week on TechCheck, the stock everyone owns and no one knows.