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.
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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Musk vs. Altman Trial Begins 4/27/26
CNBC’s Kate Rooney reports on the start of the trial between Elon Musk and OpenAI CEO Sam Altman.
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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.
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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.
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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.
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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.
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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.”
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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.
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The Pentagon’s Next AI Partner 4/16/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google.
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Meta Deepens Broadcom Chip Push 4/15/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding Meta’s Broadcom chip deal
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Oracle’s Data Center Power Plans 4/14/26
CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy.
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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.Â
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OpenAI Slams Anthropic in Shareholder Memo 4/10/26
CNBC’s Kate Rooney reports on OpenAI’s memo to shareholders about Anthropic.
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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.
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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.
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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.Â
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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.
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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.
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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.
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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.
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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.Â
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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.
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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.
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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.
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TechCheck Takes: AI is taking over and there are no guardrails 3/3/26
AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore they’d be responsible are abandoning their own safety promises and insiders are bailing. Then there’s Alex Bores, a New York state lawmaker who wrote the first major AI safety law in the country. CNBC’s Deirdre Bosa goes inside the market meltdown, the political fight, and the race that’s moving faster than anyone can govern.
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China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26
China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with Anthropic means for the future of Software.
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AI’s high-stakes safety divide 2/12/26
The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety.
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AI eroding the software moat 2/9/26
Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem.
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Moltbook: Where AI bots socialize 2/2/26
A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and sharing stories about 'their humans.'
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