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TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech industry that will chart the future of the global economy. The daily podcast is hosted by CNBC’s Jon Fortt and Carl Quintanilla on the East Coast and Deirdre Bosa on the West Coast and features CNBC’s Senior Media & Entertainment Reporter Julia Boorstin from Los Angeles.

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    • Apr 17, 2026 LATEST EPISODE
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    Latest episodes from TechCheck

    Anthropic's White House Meeting 4/17/26

    Play Episode Listen Later Apr 17, 2026 2:41


    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.

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

    Play Episode Listen Later Apr 16, 2026 5:00


    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.

    Meta Deepens Broadcom Chip Push 4/15/26

    Play Episode Listen Later Apr 15, 2026 2:49


    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.

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

    Play Episode Listen Later Apr 14, 2026 3:09


    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.

    OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26

    Play Episode Listen Later Apr 13, 2026 3:28


    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.

    OpenAI Slams Anthropic in Shareholder Memo 4/10/26

    Play Episode Listen Later Apr 10, 2026 2:33


    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.

    The Ongoing Race for AI Compute 4/9/26

    Play Episode Listen Later Apr 9, 2026 3:07


    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.

    Anthropic Limits Mythos AI Rollout 4/8/26

    Play Episode Listen Later Apr 8, 2026 2:30


    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.

    Google's Nvidia Chip Alternative 4/7/26

    Play Episode Listen Later Apr 7, 2026 2:51


    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.

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

    Play Episode Listen Later Apr 6, 2026 3:16


    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.

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

    Play Episode Listen Later Apr 2, 2026 2:54


    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.

    Apple's Vibe-Coding Crackdown 4/1/26

    Play Episode Listen Later Apr 1, 2026 3:33


    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.

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

    Play Episode Listen Later Apr 1, 2026 15:44


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

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

    Play Episode Listen Later Mar 31, 2026 2:49


    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.

    AI Capex Concerns & Big Tech 3/30/26

    Play Episode Listen Later Mar 30, 2026 3:54


    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.

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

    Play Episode Listen Later Mar 27, 2026 2:45


    CNBC's MacKenzie Sigalos reports the latest news surrounding Anthropic's legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

    Play Episode Listen Later Mar 3, 2026 1:37


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

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

    Play Episode Listen Later Mar 3, 2026 39:39


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

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

    Play Episode Listen Later Feb 17, 2026 6:35


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

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

    Play Episode Listen Later Feb 12, 2026 6:27


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

    AI eroding the software moat 2/9/26

    Play Episode Listen Later Feb 9, 2026 8:53


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

    Moltbook: Where AI bots socialize 2/2/26

    Play Episode Listen Later Feb 2, 2026 5:55


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

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

    Play Episode Listen Later Jan 28, 2026 40:21


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

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

    Play Episode Listen Later Jan 27, 2026 6:03


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

    Anthropic brings AI to finance 1/26/26

    Play Episode Listen Later Jan 26, 2026 2:38


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

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

    Play Episode Listen Later Jan 22, 2026 32:46


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

    The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26

    Play Episode Listen Later Jan 15, 2026 11:35


    OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about the threat AI coding poses to software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Microsoft's new data center strategy, and Chinese AI adoption 1/13/26

    Play Episode Listen Later Jan 13, 2026 6:12


    Microsoft is out with a new plan to reduce consumers' electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI is seeing growing adoption across the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Apple bets big on Gemini, plus Meta's new President 1/12/26

    Play Episode Listen Later Jan 12, 2026 5:33


    Apple announcing today that it will use Google's Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta's new president and what the hire means for the company's AI spend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Gmail unveils new AI features 1/8/26

    Play Episode Listen Later Jan 8, 2026 7:18


    Google's Gemini push rolling out on Gmail today with new features that can access user's entire email history. We dig into what the new tools mean for Gmail users and how they can choose to opt-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Google's Boston Dynamics partnership, and Tesla's AV, Robotics challengers 1/6/26

    Play Episode Listen Later Jan 6, 2026 6:18


    Google's Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and what they mean in the race for physical AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    China's AI-driven IPO revival 1/5/26

    Play Episode Listen Later Jan 5, 2026 6:59


    AI names are pumping new life into China's IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what the country's IPO revival means for the competition between U.S. and Chinese tech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Anthropic's ‘more with less' playbook 1/2/25

    Play Episode Listen Later Jan 2, 2026 9:25


    Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk about the company's plans to outmaneuver big-spending AI rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Top AI scientists spar over AGI 12/23/25

    Play Episode Listen Later Dec 23, 2025 6:06


    Two of the world's top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig into the dispute and what the issue at play could mean for the future of the AI trade.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Waymo's San Francisco blackout pause 12/22/25

    Play Episode Listen Later Dec 22, 2025 8:07


    Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We dig into what went wrong, and what it means for the broader robotaxi rollout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Google's chip challenge to Nvidia 12/18/25

    Play Episode Listen Later Dec 18, 2025 5:03


    Google is working on a new initiative that would challenge Nvidia's software edge in AI. We dig into Google's latest move and the increasing threat to Nvidia's moat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    AI Trade's Newest Risk – Data Center Political Backlash 12/16/25

    Play Episode Listen Later Dec 16, 2025 6:06


    Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard Blumenthal and Chris Van Hollen – sent letters to seven tech companies including Meta, Google and Amazon asking what they're doing to pay their fair share of rising electricity costs from data centers.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25

    Play Episode Listen Later Dec 15, 2025 4:13


    SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting on Nvidia's China headwinds as the country looks to boost domestic AI chips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Nvidia exports and the battle for AI ecosystem dominance 12/10/25

    Play Episode Listen Later Dec 10, 2025 3:04


    New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    What Youtube means for Netflix and WBD, Plus Nvidia's H200 roadblock 12/9/25

    Play Episode Listen Later Dec 9, 2025 10:35


    Netflix's Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plus, a look at Trump's H200 export decision, and what it means for Nvidia future in the China chip market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Tiger Global launches new investment fund 12/8/25

    Play Episode Listen Later Dec 8, 2025 5:11


    One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscape Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25

    Play Episode Listen Later Dec 8, 2025 22:41


    This week showed just how much pressure the AI trade is under. OpenAI's Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia's Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company's history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. Google's Matt Renner and Replit's Amjad Masad join Deirdre Bosa to discuss. 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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