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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

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.

Jun 23, 20263 min

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.

Jun 22, 20263 min

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.

Jun 18, 20263 min

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.

Jun 17, 20263 min

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.

Jun 11, 20262 min

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.

Jun 08, 20264 min

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.

Jun 05, 20263 min

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.

Jun 04, 20266 min

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
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