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TechCheck

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.

Filtered episodes(13)

  • Intelligence Report
    Anthropic’s Washington Diplomacy 4/20/26

    Published Apr 20, 2026

    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.

  • Intelligence Report
    Anthropic’s White House Meeting 4/17/26

    Published Apr 17, 2026

    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.

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

    Published Apr 13, 2026

    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.

  • StandardSummaries only
    OpenAI Slams Anthropic in Shareholder Memo 4/10/26

    Published Apr 10, 2026

    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.

  • Intelligence Report
    Anthropic Limits Mythos AI Rollout 4/8/26

    Published Apr 8, 2026

    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.

  • StandardSummaries only
    Elon Musk’s SpaceX IPO Strategy 4/2/26

    Published Apr 2, 2026

    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.

  • Intelligence Report
    AI Capex Concerns & Big Tech 3/30/26

    Published Mar 30, 2026

    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.

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

    Published Mar 27, 2026

    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.

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

    Published Mar 3, 2026

    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 Si

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

    Published Feb 17, 2026

    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.

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

    Published Feb 12, 2026

    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.

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

    Published Jan 22, 2026

    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

  • StandardSummaries only
    Anthropic’s ‘more with less’ playbook 1/2/25

    Published Jan 2, 2026

    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.