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    Technology

    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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    Latest Episodes:
    OpenAI Slams Anthropic in Shareholder Memo 4/10/26 Apr 10, 2026
    Show notes

    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 Apr 09, 2026
    Show notes

    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 Apr 08, 2026
    Show notes

    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 Apr 07, 2026
    Show notes

    CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market.


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    Sam Altman’s AI Industrial Policy 4/6/26 Apr 06, 2026
    Show notes

    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 Apr 02, 2026
    Show notes

    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 Apr 01, 2026
    Show notes

    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 Apr 01, 2026
    Show notes

    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 Mar 31, 2026
    Show notes

    CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology.


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    AI Capex Concerns & Big Tech 3/30/26 Mar 30, 2026
    Show notes

    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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