Big Tech’s Big AI Race & Illumina CEO’s Proxy Fight 04/26/23
Squawk Pod26 Huhti 2023

Big Tech’s Big AI Race & Illumina CEO’s Proxy Fight 04/26/23

Microsoft and Alphabet have reported strong financial results, but as CNBC’s Steve Kovach reports, investors were only listening for big tech’s big plans for AI. RSE Ventures co-founder and “Burn the Boats” author Matt Higgins discusses the AI strategy for all the tech giants and what’s at stake for companies that slow their innovation. Elsewhere in the AI arms race, Apple is planning an AI-powered health coach. Biotech company Illumina is fighting to keep Grail, a product that tests for cancer with only a single drop of blood. CEO Francis Desouza discusses his proxy fight with activist investor Carl Icahn and the push to divest Grail from the rest of the biotech business. Plus, Wall Street is sizing up the balance sheets of regional banks including PacWest and First Republic.

In this episode:

Matt Higgins, @mhiggins

Steve Kovach, @stevekovach

Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie


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

Jaksot(1912)

A Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25

A Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25

The Federal Reserve has announced a 25 basis point rate cut as President Trump inches closer to naming his pick for next Federal Reserve chair. CNBC’s Sharon Epperson explains the decision’s impact on...

11 Joulu 202545min

AI Commission in the House, Reaction to Chip Sales in the GOP 12/10/25

AI Commission in the House, Reaction to Chip Sales in the GOP 12/10/25

Congressman Josh Gottheimer (D-New Jersey) is co-leading his party’s congressional commission on AI, and he highlights bipartisan efforts to legislate AI and technology safety. Former SEC Chair Jay Cl...

10 Joulu 202551min

5 Things to Know Before the Opening Bell 12/10/2025

5 Things to Know Before the Opening Bell 12/10/2025

The price of Warner Brothers Discovery could creep higher as both Paramount and Netflix ready to up their offers in a possible bidding war, computer memory maker and Nvidia supplier SK hynix is consid...

10 Joulu 20251min

Walmart CEO Doug McMillon & Scott Jennings 12/9/25

Walmart CEO Doug McMillon & Scott Jennings 12/9/25

Walmart is now the largest company to switch its public listing exchange, debuting trading on the Nasdaq today. Walmart CEO Doug McMillon discusses his soon-ending tenure and the company’s new focus o...

9 Joulu 202547min

NEC Director Kevin Hassett & Changes at Berkshire Hathaway  12/8/25

NEC Director Kevin Hassett & Changes at Berkshire Hathaway 12/8/25

Sitting National Economic Council Director Kevin Hassett is shortlisted to be the next chair of the Federal Reserve. Director Hassett weighs in on monetary policy–despite not being in the role quite y...

8 Joulu 202545min

5 Things to Know Before the Opening Bell 12/8/2025

5 Things to Know Before the Opening Bell 12/8/2025

IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest...

8 Joulu 20251min

Netflix Wins Warner Bros. Discovery: IP, Antitrust, & Rivals 12/05/25

Netflix Wins Warner Bros. Discovery: IP, Antitrust, & Rivals 12/05/25

Netflix has reached a deal to buy Warner Brothers Discovery film and streaming assets, ending a dramatic bidding war between Paramount Skydance, Comcast, and Netflix. Andrew Ross Sorkin, Becky Quick, ...

5 Joulu 202535min

5 Things to Know Before the Opening Bell 12/5/2025

5 Things to Know Before the Opening Bell 12/5/2025

Docusign shares fell even after the company raised its full year outlook, Hewlett Packard Enterprise missed Wall Street’s expectations for its fourth quarter revenue, shares of Ulta Beauty are on the ...

5 Joulu 20251min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
pomojen-suusta
rss-seuraava-potilas
rss-sisalto-kuntoon
taloudellinen-mielenrauha
rss-lahtijat
rss-20-30-40-podcast
rss-h-asselmoilanen
rss-bisnesta-bebeja
rss-karon-grilli
sijoituspodi
rss-startup-ministerio
rss-inspiroivat-naiset
rss-inderes
rss-siksi-viestinta