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.
Apple Adds American suppliers 10/20/26
CNBC’s MacKenzie Sigalos reports on Apple as the tech giant is adding a U.S. titanium supplier for its new iPhone Duo.
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ASML Beats Profit Estimates 10/14/26
CNBC’s Seema Mody reports on ASML as the company reported third-quarter profit that beat expectations.
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Apple Announces New Home Products 10/13/26
CNBC’s MacKenzie Sigalos reports on Apple’s announcement of HomeView, a new home hub from the iPhone maker.
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OpenAI’s Market Domino Effect 10/9/26
CNBC’s Kate Rooney reports on how OpenAI’s revenue report is affecting tech stocks.
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Apple's Smart Home Push 10/7/26
CNBC’s MacKenzie Sigalos reports on Apple’s reported partnership with LG focused on developing a new lineup of smart-home devices.
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Google unveils Gemini 4 Argon 10/1/26
CNBC’s MacKenzie Sigalos reports on the latest model release from Google as the AI agent battle heats up.
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Tech Leaders Sign AI Agreement 9/30/26
President Donald Trump on Tuesday said he signed a “morally binding” artificial intelligence document with tech leaders following a luncheon at the White House. CNBC’s Kate Rooney reports.
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CEOs of OpenAI, Anthropic and Hugging Face to brief UN Security Council 9/23/36
OpenAI’s Sam Altman and Anthropic’s Dario Amodei are expected to address the U.N. Security Council this week.Â
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iPhone 18 Pro Hits Shelves Today 9/18/26
CNBC’s MacKenzie Sigalos discusses the latest news on Apple.
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Intensifying AI Safety Concerns 9/17/26
CNBC’s Kate Rooney reports on the intensifying AI safety concerns.
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AI CEO's Divided on Regulation 9/16/26
CNBC’s Kate Rooney reports on the latest comments regarding AI regulation.
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AI's Regulatory Divide 9/15/26
CNBC’s Kate Rooney reports on news regarding the divide in AI regulation.
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Anthropic Researcher Sounds Alarm 9/9/26
CNBC’s Kate Rooney reports on news regarding AI researchers sounding recent alarms.
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Google's Budget AI Play 8/27/26
CNBC’s MacKenzie Sigalos discusses how Google is taking aim at Anthropic, Microsoft with budget-friendly AI pricing.
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OpenAI Loses Top Talent 8/26/26
CNBC’s Kate Rooney discusses OpenAI facing another high-profile departure.
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Anthropic Financials Ahead of IPO 8/18/26
CNBC’s Kate Rooney reports on Anthropic’s annualized revenue run rate hitting $65 billion at the end of July, a sevenfold increase from a year ago.Â
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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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