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TechCheck

TechCheck

CNBC

Faang, Business, Technology, Investing, Management, Disruptors, Tech, Cnbc

4.5 • 66 Ratings

Overview

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.

1193 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.

Transcribed - Published: 3 June 2026

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.

Transcribed - Published: 2 June 2026

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.

Transcribed - Published: 29 May 2026

SpaceX & Tesla Merger? 5/26/26

CNBC’s Seema Mody reports on speculation around a SpaceX-Tesla merger.

Transcribed - Published: 26 May 2026

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.

Transcribed - Published: 21 May 2026

Countdown to Nvidia Earnings 5/20/26

CNBC’s Kristina Partsinevelos previews Nvidia earnings after the market close.

Transcribed - Published: 20 May 2026

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.

Transcribed - Published: 19 May 2026

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.

Transcribed - Published: 14 May 2026

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.

Transcribed - Published: 13 May 2026

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.

Transcribed - Published: 12 May 2026

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.

Transcribed - Published: 11 May 2026

Anthropic's $200 Billion Commitment to Google Cloud 5/6/26

CNBC’s MacKenzie Sigalos reports the latest news regarding Anthropic’s dealmaking.

Transcribed - Published: 6 May 2026

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.

Transcribed - Published: 5 May 2026

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.

Transcribed - Published: 4 May 2026

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.

Transcribed - Published: 1 May 2026

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

Transcribed - Published: 30 April 2026

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.

Transcribed - Published: 29 April 2026

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.

Transcribed - Published: 28 April 2026

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.

Transcribed - Published: 27 April 2026

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.

Transcribed - Published: 24 April 2026

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.

Transcribed - Published: 23 April 2026

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.

Transcribed - Published: 22 April 2026

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.

Transcribed - Published: 21 April 2026

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.”

Transcribed - Published: 20 April 2026

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.

Transcribed - Published: 17 April 2026

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

CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google.

Transcribed - Published: 16 April 2026

Meta Deepens Broadcom Chip Push 4/15/26

CNBC’s MacKenzie Sigalos reports the latest news surrounding Meta’s Broadcom chip deal.

Transcribed - Published: 15 April 2026

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

CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy.

Transcribed - Published: 14 April 2026

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.

Transcribed - Published: 13 April 2026

OpenAI Slams Anthropic in Shareholder Memo 4/10/26

CNBC’s Kate Rooney reports on OpenAI’s memo to shareholders about Anthropic.

Transcribed - Published: 10 April 2026

The Ongoing Race for AI Compute 4/9/26

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.

Transcribed - Published: 9 April 2026

Anthropic Limits Mythos AI Rollout 4/8/26

CNBC’s Kate Rooney reports the latest on Anthropic’s new AI model rollout amid concerns hackers could use the technology for cyber attacks.

Transcribed - Published: 8 April 2026

Google’s Nvidia Chip Alternative 4/7/26

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

Transcribed - Published: 7 April 2026

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

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.

Transcribed - Published: 6 April 2026

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

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.

Transcribed - Published: 2 April 2026

Apple’s Vibe-Coding Crackdown 4/1/26

CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns.

Transcribed - Published: 1 April 2026

Apple built a hardware empire in its first 50 years. The next 50 could be defined by AI. 4/1/26

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.

Transcribed - Published: 1 April 2026

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

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

Transcribed - Published: 31 March 2026

AI Capex Concerns & Big Tech 3/30/26

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.

Transcribed - Published: 30 March 2026

Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26

CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon.

Transcribed - Published: 27 March 2026

U.S. AI infighting and China’s opportunity 3/3/26

The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies.

Transcribed - Published: 3 March 2026

TechCheck Takes: AI is taking over and there are no guardrails 3/3/26

AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore they’d be responsible are abandoning their own safety promises and insiders are bailing. Then there’s Alex Bores, a New York state lawmaker who wrote the first major AI safety law in the country. CNBC’s Deirdre Bosa goes inside the market meltdown, the political fight, and the race that’s moving faster than anyone can govern.

Transcribed - Published: 3 March 2026

China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26

China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with Anthropic means for the future of Software.

Transcribed - Published: 17 February 2026

AI’s high-stakes safety divide 2/12/26

The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety.

Transcribed - Published: 12 February 2026

AI eroding the software moat 2/9/26

Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem.

Transcribed - Published: 9 February 2026

Moltbook: Where AI bots socialize 2/2/26

A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and sharing stories about 'their humans.'

Transcribed - Published: 2 February 2026

TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of chasing the most advanced GPUs, China is scaling what it controls: domestic chips that are good enough, cheap power, and systems designed to work together. This is less about building a Chinese Nvidia and more about building an alternative AI stack and pushing it into markets that want AI now, not perfect performance.

Transcribed - Published: 28 January 2026

OpenAI to “Dramatically” slow hiring 1/27/26

Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We dig into what it means as AI reshapes the tech workforce.

Transcribed - Published: 27 January 2026

Anthropic brings AI to finance 1/26/26

OpenAI is teasing new upgrades to its AI coding tool this week as rival Anthropic’s Claude Code continues to gain traction online. We dig into the new tools bringing AI to finance.

Transcribed - Published: 26 January 2026

TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26

Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software.

Transcribed - Published: 22 January 2026

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