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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.
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Episodes

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.

Jun 03, 20263 min

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.

Jun 02, 20263 min

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.

May 29, 20263 min

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.

May 26, 20264 min

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.

May 21, 20262 min

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.

May 20, 20263 min

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.

May 19, 20265 min

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.

May 14, 20262 min

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.

May 13, 20265 min

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.

May 12, 20262 min

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.

May 11, 20263 min

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.

May 06, 20263 min

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.

May 05, 20262 min

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.

May 04, 20263 min

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.

May 01, 20262 min

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.

Apr 30, 20262 min

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.

Apr 29, 20262 min

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.

Apr 28, 20264 min

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 27, 20264 min

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.

Apr 24, 20262 min

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.

Apr 23, 20264 min

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.

Apr 22, 20263 min

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.

Apr 21, 20265 min

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.

Apr 20, 20262 min

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.

Apr 17, 20263 min

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.

Apr 16, 20265 min

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.

Apr 15, 20263 min

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.

Apr 14, 20263 min

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.

Apr 13, 20263 min

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.

Apr 10, 20263 min
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