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

Episoder(1947)

“Just So Grateful.” Artemis II Crew & Eli Lilly’s New GLP-1 Pill 4/30/26

“Just So Grateful.” Artemis II Crew & Eli Lilly’s New GLP-1 Pill 4/30/26

Home from space, the crew of the Artemis II stops by the Squawk set. Commander Reid Wiseman, Pilot Victor Glover, and Mission Specialists Christina Koch and Jeremy Hansen discuss their brave journey a...

30 Apr 43min

David Rubenstein, the FOMC, & Saving Spirit Airlines 4/29/26

David Rubenstein, the FOMC, & Saving Spirit Airlines 4/29/26

Today is likely Jay Powell’s final FOMC meeting as Federal Reserve Chair, with Kevin Warsh expected to be sworn in as his successor. Carlyle Group co-founder and co-chairman David Rubenstein discusses...

29 Apr 40min

F1 Heads to Miami with Toto Wolff, UAE Leaves OPEC 4/28/26

F1 Heads to Miami with Toto Wolff, UAE Leaves OPEC 4/28/26

The United Arab Emirates has announced that it will leave OPEC, effective May 1. CNBC’s Brian Sullivan breaks down the role that the UAE has played in the group since joining in the 1960s. In business...

28 Apr 30min

The Path with Becky Quick: Joy in Visibility: Selma Blair’s MS Journey 4/27/26

The Path with Becky Quick: Joy in Visibility: Selma Blair’s MS Journey 4/27/26

It took years for actress Selma Blair to find the role of a lifetime – and joy – in a shocking diagnosis. Discovering in her 40s that decades of health concerns and misunderstandings were the result o...

27 Apr 33min

Quiet at the Washington Hilton 4/27/26

Quiet at the Washington Hilton 4/27/26

After gunshots interrupted the White House Correspondents’ Dinner on Saturday, attendees including CNBC’s Joe Kernen and Eamon Javers recount the evening’s turn. Attorney for the Southern District of ...

27 Apr 41min

David Sacks, Anthropic, & the White House, Regeneron’s Deafness Cure 4/24/26

David Sacks, Anthropic, & the White House, Regeneron’s Deafness Cure 4/24/26

The FDA has approved Regeneron’s gene therapy for a rare form of inherited deafness, and it’s free for Americans. Regeneron CEO Leonard Schleifer discusses the breakthrough treatment, drug pricing, AI...

24 Apr 38min

AR Gov. Sarah Huckabee Sanders & POTUS Approval Ratings 4/23/26

AR Gov. Sarah Huckabee Sanders & POTUS Approval Ratings 4/23/26

Nasdaq CEO Adena Friedman discusses the exchange’s latest financial results, the IPO pipeline–including SpaceX’s potential listing–and the 23 hours a day, 5 days a week U.S. equity trading coming in D...

23 Apr 34min

Gone Tripping: United CEO Scott Kirby & Psychedelic Therapy 4/22/26

Gone Tripping: United CEO Scott Kirby & Psychedelic Therapy 4/22/26

United Airlines CEO Scott Kirby discusses his company’s latest financial report and responds to President Trump’s comments on a potential United-American merger. Plus, an executive order on medical tr...

22 Apr 36min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-pa-konto
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
liberal-halvtime
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-sunn-okonomi