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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The Pentagon’s Next AI Partner 4/16/26
<p>CNBC’s MacKenzie Sigalos reports the latest news surrounding the Pentagon’s talks with Google.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Meta Deepens Broadcom Chip Push 4/15/26
<p>CNBC’s MacKenzie Sigalos reports the latest news surrounding Meta’s Broadcom chip deal</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Oracle’s Data Center Power Plans 4/14/26
<p>CNBC’s Seema Mody reports the latest news surrounding Oracle and Bloom Energy.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26
<p>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. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
OpenAI Slams Anthropic in Shareholder Memo 4/10/26
<p>CNBC’s Kate Rooney reports on OpenAI’s memo to shareholders about Anthropic.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
The Ongoing Race for AI Compute 4/9/26
<p>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.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Anthropic Limits Mythos AI Rollout 4/8/26
<p>CNBC’s Kate Rooney reports the latest on Anthropic’s new AI model rollout amid concerns hackers could use the technology for cyber attacks.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Google’s Nvidia Chip Alternative 4/7/26
<p>CNBC’s MacKenzie Sigalos reports the latest news around the Alphabet-Broadcom chip deal and what it means for the AI market. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Sam Altman’s AI Industrial Policy 4/6/26
<p>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.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Elon Musk’s SpaceX IPO Strategy 4/2/26
<p>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.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
