TechCheck
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.
Nvidia Partners with Money Managers to Create New Asset Class 8/11/26
CNBC’s Kristina Partsinevelos reports on Nvidia’s latest deal with Wall Street.
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Anthropic says Claude Accidently Hacked Three Companies 7/31/26
CNBC’s Kate Rooney reports on news regarding Anthropic.
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Tim Cook's Final Earnings Call as Apple CEO 7/30/26
CNBC’s MacKenzie Sigalos discusses Tim Cook reporting his final quarter as CEO of Apple after 15 years.
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OpenAI Agent Linked to 2nd Breach 7/29/26
CNBC’s Kate Rooney discusses the implications of OpenAI’s rogue agent hacking Hugging Face.
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Meta & Blackrock Data Center Deal 7/28/26
CNBC’s Julia Boorstin reports on the $14 billion data center partnership between Meta and BlackRock.
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Top Tech Giants Defend Open-Source AI Models 7/24/26
CNBC’s Kate Rooney reports on a recent letter regarding open source AI models.
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Intel Earnings After the Bell 7/23/26
CNBC’s Kristina Partsinevelos reports on what to expect from Intel in its upcoming earnings report.
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OpenAI Model Goes Rogue 7/22/26
CNBC’s Kate Rooney reports on an OpenAI model going rogue and hacking into another company.
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China vs. U.S. AI Race 7/20/26
CNBC’s Kate Rooney reports on news regarding the AI race between the U.S. and China.
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Musk & Altman's War of Words 7/13/26
CNBC’s Kate Rooney reports on Elon Musk and Sam Altman sparring on X over Apple’s lawsuit against OpenAI.
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OpenAI Launched New ChatGPT Model 7/9/26
CNBC’s Julia Boorstin reports on OpenAI's latest ChatGPT model.
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Apple Expands Broadcom Partnership 7/8/26
CNBC’s MacKenzie Sigalos reports on news regarding Apple.
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Global Sell-Off For The Chips 7/7/26
CNBC’s Kristina Partsinevelos reports on news regarding Samsung.
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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.
First Earnings Report for Cerebras 6/23/26
CNBC’s Kristina Partsinevelos reports on news regarding an upcoming earnings result.
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AI Concerns Hit Alphabet 6/22/26
CNBC’s MacKenzie Sigalos reports on news regarding Alphabet’s share price.
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Apple Memory Cost Increases 6/18/26
CNBC’s MacKenzie Sigalos reports on news regarding Apple.
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Uber's Shifting AV Business Model 6/17/26
CNBC’s MacKenzie Sigalos reports on Uber’s latest expansion of autonomous vehicles into Houston.
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Alphabet's Other AI Bet 6/11/26
CNBC’s MacKenzie Sigalos reports on a company set to benefit from SpaceX’s IPO.
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Apple Kicks Off WWDC 2026 6/8/26
CNBC’s MacKenzie Sigalos reports on Apple as the iPhone maker kicks off WWDC on Monday.
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.
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Broadcom Falls on Revenue Miss 6/4/26
CNBC’s Kristina Partsinevelos reports on Broadcom’s quarterly earnings results.
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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.
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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.
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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.
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SpaceX & Tesla Merger? 5/26/26
CNBC’s Seema Mody reports on speculation around a SpaceX-Tesla merger.
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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.
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Countdown to Nvidia Earnings 5/20/26
CNBC’s Kristina Partsinevelos previews Nvidia earnings after the market close.
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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.
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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.
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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.
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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.
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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.Â
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Anthropic's $200 Billion Commitment to Google Cloud 5/6/26
CNBC’s MacKenzie Sigalos reports the latest news regarding Anthropic’s dealmaking.
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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.
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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.
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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.
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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
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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.
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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.
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