NEW Season 1 Oct 14, 2026 · 2 min
ASML Beats Profit Estimates 10/14/26
CNBC’s Seema Mody reports on ASML as the company reported third-quarter profit that beat expectations.
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Episodes
At the table this season
SpaceX’s AI Strategy Ahead of IPO 4/22/26Tim Cook to Step Down as Apple CEO 4/21/26Anthropic’s Washington Diplomacy 4/20/26Anthropic’s White House Meeting 4/17/26The Pentagon’s Next AI Partner 4/16/26Meta Deepens Broadcom Chip Push 4/15/26Oracle’s Data Center Power Plans 4/14/26OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26OpenAI Slams Anthropic in Shareholder Memo 4/10/26The Ongoing Race for AI Compute 4/9/26Anthropic Limits Mythos AI Rollout 4/8/26Google’s Nvidia Chip Alternative 4/7/26Sam Altman’s AI Industrial Policy 4/6/26Elon Musk’s SpaceX IPO Strategy 4/2/26Apple’s Vibe-Coding Crackdown 4/1/26Apple built a hardware empire in its first 50 years. The next 50 could be defined by AI. 4/1/26Nvidia’s Web of AI Investments 3/31/26AI Capex Concerns & Big Tech 3/30/26Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26U.S. AI infighting and China’s opportunity 3/3/26TechCheck Takes: AI is taking over and there are no guardrails 3/3/26China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26AI’s high-stakes safety divide 2/12/26AI eroding the software moat 2/9/26Moltbook: Where AI bots socialize 2/2/26TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26OpenAI to “Dramatically” slow hiring 1/27/26Anthropic brings AI to finance 1/26/26TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26Apple bets big on Gemini, plus Meta’s new President 1/12/26Gmail unveils new AI features 1/8/26Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26China’s AI-driven IPO revival 1/5/26Anthropic’s ‘more with less’ playbook 1/2/26Top AI scientists spar over AGI 12/23/25Waymo’s San Francisco blackout pause 12/22/25Google's chip challenge to Nvidia 12/18/25AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25Nvidia exports and the battle for AI ecosystem dominance 12/10/25
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