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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.

technology investing

All Episodes

00:02:07

Intel Soars on Blowout Q1 4/24/26

TechCheck ·

2026/04/24

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.

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00:03:51

Microsoft Eyed Buying Cursor, Sources Say 4/23/26

TechCheck ·

2026/04/23

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.

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00:02:44

SpaceX’s AI Strategy Ahead of IPO 4/22/26

TechCheck ·

2026/04/22

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.

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00:05:08

Tim Cook to Step Down as Apple CEO 4/21/26

TechCheck ·

2026/04/21

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.

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00:02:24

Anthropic’s Washington Diplomacy 4/20/26

TechCheck ·

2026/04/20

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.

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00:02:41

Anthropic’s White House Meeting 4/17/26

TechCheck ·

2026/04/17

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.

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00:05:00

The Pentagon’s Next AI Partner 4/16/26

TechCheck ·

2026/04/16

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.

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00:02:49

Meta Deepens Broadcom Chip Push 4/15/26

TechCheck ·

2026/04/15

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.

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00:03:09

Oracle’s Data Center Power Plans 4/14/26

TechCheck ·

2026/04/14

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.

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00:03:28

OpenAI Memo Touts Amazon Partnership, Criticizes...

TechCheck ·

2026/04/13

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.

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00:02:33

OpenAI Slams Anthropic in Shareholder Memo 4/10/26

TechCheck ·

2026/04/10

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.

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00:03:07

The Ongoing Race for AI Compute 4/9/26

TechCheck ·

2026/04/09

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

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00:02:30

Anthropic Limits Mythos AI Rollout 4/8/26

TechCheck ·

2026/04/08

CNBC’s Kate Rooney reports the latest on Anthropic’s new AI model rollout amid concerns hackers could use the technology for cyber attacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:02:51

Google’s Nvidia Chip Alternative 4/7/26

TechCheck ·

2026/04/07

CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:03:16

Sam Altman’s AI Industrial Policy 4/6/26

TechCheck ·

2026/04/06

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

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00:02:54

Elon Musk’s SpaceX IPO Strategy 4/2/26

TechCheck ·

2026/04/02

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

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00:03:33

Apple’s Vibe-Coding Crackdown 4/1/26

TechCheck ·

2026/04/01

CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:15:44

Apple built a hardware empire in its first 50 years....

TechCheck ·

2026/04/01

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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00:02:49

Nvidia’s Web of AI Investments 3/31/26

TechCheck ·

2026/03/31

CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:03:54

AI Capex Concerns & Big Tech 3/30/26

TechCheck ·

2026/03/30

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

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1,174 results

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