PODCAST · technology
TechCheck
by CNBC
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.
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1000
Global Sell-Off For The Chips 7/7/26
CNBC’s Kristina Partsinevelos reports on news regarding Samsung. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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999
The AI Revenue Race 6/25/26
CNBC’s Kate Rooney reports on OpenAI and Anthropic as the AI giants move closer to going public. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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998
First Earnings Report for Cerebras 6/23/26
CNBC’s Kristina Partsinevelos reports on news regarding an upcoming earnings result. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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997
AI Concerns Hit Alphabet 6/22/26
CNBC’s MacKenzie Sigalos reports on news regarding Alphabet’s share price. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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996
Apple Memory Cost Increases 6/18/26
CNBC’s MacKenzie Sigalos reports on news regarding Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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995
Uber's Shifting AV Business Model 6/17/26
CNBC’s MacKenzie Sigalos reports on Uber’s latest expansion of autonomous vehicles into Houston. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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994
Alphabet's Other AI Bet 6/11/26
CNBC’s MacKenzie Sigalos reports on a company set to benefit from SpaceX’s IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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993
Apple Kicks Off WWDC 2026 6/8/26
CNBC’s MacKenzie Sigalos reports on Apple as the iPhone maker kicks off WWDC on Monday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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992
Apple's WWDC: What To Watch 6/5/26
CNBC’s MacKenzie Sigalos reports on Tim Cook’s final developer conference as CEO, the expected Siri overhaul, and why investors say even a strong AI showing could become a sell-the-news event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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991
Broadcom Falls on Revenue Miss 6/4/26
CNBC’s Kristina Partsinevelos reports on Broadcom’s quarterly earnings results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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990
SpaceX to Set IPO Terms Today 6/3/26
CNBC’s Leslie Picker reports on SpaceX as the company plans to market its IPO at a fixed price of $135 per share. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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989
Alphabet Raises $80 Billion to Fund AI Buildout 6/2/26
CNBC’s MacKenzie Sigalos reports on Alphabet as the tech giant plans to raise $80 billion to fund its AI build-out, including $10 billion from Berkshire Hathaway. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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988
Dell Surge Lifts AI & Chip Stocks 5/29/26
CNBC’s Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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987
SpaceX & Tesla Merger? 5/26/26
CNBC’s Seema Mody reports on speculation around a SpaceX-Tesla merger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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986
OpenAI vs. Anthropic: The IPO race 5/21/26
CNBC’s Kate Rooney reports on the blockbuster IPO in the making as the AI race heats up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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985
Countdown to Nvidia Earnings 5/20/26
CNBC’s Kristina Partsinevelos previews Nvidia earnings after the market close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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984
Google’s Biggest AI Showcase 5/19/26
CNBC’s MacKenzie Sigalos reports on Google as the tech giant kicks off its I/O event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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983
Jensen Huang's Meetings in China 5/14/26
CNBC’s Kristina Partsinevelos reports on the latest developments around President Trump and U.S. business leaders’ trip to China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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982
Final Full Day of Testimony in Musk vs. OpenAI Trial 5/13/26
CNBC’s Kate Rooney reports on latest developments around the Musk vs. Altman lawsuit. OpenAI CEO Sam Altman tried to make his central claim clear to the jury: He didn’t steal a charity, but Elon Musk abandoned one. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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981
OpenAI's Altman Takes The Stand 5/12/26
CNBC’s Kate Rooney reports on latest developments around the Musk vs. Altman lawsuit. Musk sued OpenAI, Altman, and the company’s president, Greg Brockman, in 2024, alleging they went back on their vow to keep the company a nonprofit and to follow its charitable mission. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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980
Musk vs. Altman Trial Enters Week Three 5/11/26
CNBC’s Kate Rooney reports on latest developments around the Musk vs. Altman lawsuit. In 2024, Elon Musk sued OpenAI, its CEO, Sam Altman, and its president, Greg Brockman, alleging that they went back on their vow to protect the artificial intelligence company’s nonprofit structure and follow its charitable mission. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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979
Anthropic's $200 Billion Commitment to Google Cloud 5/6/26
CNBC’s MacKenzie Sigalos reports the latest news regarding Anthropic’s dealmaking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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978
Anthropic CEO Dario Amodei on AI Regulation 5/5/26
CNBC’s Kate Rooney reports on the discussion between Anthropic CEO Dario Amodei and JPMorgan CEO Jamie Dimon and the impact of AI on financial services. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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977
OpenAI Chairman’s Startup Closes New Funding Round 5/4/26
CNBC’s Kate Rooney reports the latest news regarding OpenAI chairman Bret Taylor’s AI customer service startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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976
AI’s Public Perception Problem 5/1/26
CNBC’s Deirdre Bosa reports the latest on the Musk v. Altman trial and public skepticism of AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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975
Elon Musk Takes the Witness Stand 4/30/26
CNBC’s Kate Rooney reports the latest news from the ongoing trial between Elon Musk and OpenAI Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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974
Inside Uber’s “Everything App” Strategy 4/29/26
CNBC’s MacKenzie Sigalos reports the latest on Uber's evolving business strategy following the company’s annual product showcase. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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973
OpenAI Pushes Back on Report Company Missed Key Targets 4/28/26
CNBC’s Kate Rooney reports the latest news regarding OpenAI and a Wall Street Journal report that the company missed key revenue and user targets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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972
Intel Soars on Blowout Q1 4/24/26
CNBC’s Kristina Partsinevelos reports the latest news regarding Intel’s Q1 earnings, as the AI boom fuels the chipmaker’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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971
Microsoft Eyed Buying Cursor, Sources Say 4/23/26
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s deal with Cursor, including reports from sources that Microsoft was also looking to buy the AI coding startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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970
SpaceX’s AI Strategy Ahead of IPO 4/22/26
CNBC’s Kate Rooney reports the latest news surrounding SpaceX’s new deal to buy AI coding startup Cursor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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969
Tim Cook to Step Down as Apple CEO 4/21/26
CNBC’s Jon Fortt reports on news regarding Apple CEO Tim Cook stepping down from the role after 15 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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968
Anthropic’s Washington Diplomacy 4/20/26
CNBC’s Kate Rooney reports the latest news on Anthropic amid a report that the NSA is using its AI model Mythos despite the Department of Defense’s designation of the company as a “supply chain risk.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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967
Anthropic’s White House Meeting 4/17/26
CNBC’s MacKenzie Sigalos reports the latest as Anthropic CEO Dario Amodei is expected at the White House for a meeting to discuss the company’s new Mythos AI model. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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966
The Pentagon’s Next AI Partner 4/16/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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965
Meta Deepens Broadcom Chip Push 4/15/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding Meta’s Broadcom chip deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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964
Oracle’s Data Center Power Plans 4/14/26
CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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963
OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26
CNBC’s Kate Rooney reports the latest news regarding OpenAI, including an internal memo praising the company’s partnership with Amazon over Microsoft and criticizing rival Anthropic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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962
OpenAI Slams Anthropic in Shareholder Memo 4/10/26
CNBC’s Kate Rooney reports on OpenAI’s memo to shareholders about Anthropic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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961
The Ongoing Race for AI Compute 4/9/26
CNBC’s Kristina Partsinevelos reports on the latest in the AI race, including Meta’s commitment to an additional $21 billion dollars of spending with CoreWeave. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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960
Anthropic Limits Mythos AI Rollout 4/8/26
CNBC’s Kate Rooney reports the latest on Anthropic’s new AI model rollout amid concerns hackers could use the technology for cyber attacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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959
Google’s Nvidia Chip Alternative 4/7/26
CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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958
Sam Altman’s AI Industrial Policy 4/6/26
CNBC’s Kate Rooney reports on OpenAI CEO Sam Altman’s ambitious plan for the future of AI as laid out in a recent policy memo and the latest news around the company’s IPO timeline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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957
Elon Musk’s SpaceX IPO Strategy 4/2/26
CNBC’s Deirdre Bosa reports the latest news surrounding SpaceX’s IPO, including news the company could allocate up to 30% of shares to retail investors and potentially set a precedent for OpenAI and Anthropic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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956
Apple’s Vibe-Coding Crackdown 4/1/26
CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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955
Apple built a hardware empire in its first 50 years. The next 50 could be defined by AI. 4/1/26
Apple turns 50 at a moment when it’s losing the AI race and doing something once almost unthinkable: opening Siri to rival chatbots and leaning on Google’s Gemini to close the gap. But some of the people who helped build Apple, including co-founder Steve Wozniak, former CEO John Sculley and Siri’s co-founders, suggest the company may be playing a longer game. Apple has long excelled as a late mover. On Apple’s 50th anniversary, CNBC’s MacKenzie Sigalos explores why AI could define its next era. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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954
Nvidia’s Web of AI Investments 3/31/26
CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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953
AI Capex Concerns & Big Tech 3/30/26
CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of giant data center deals that show hyperscalers funding buildouts OpenAI and Anthropic could not support on their own. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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952
Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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951
U.S. AI infighting and China’s opportunity 3/3/26
The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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ABOUT THIS SHOW
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.
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