AI's Concentration Risk 10/21/26

CNBC’s Seema Mody reports on critical PHP security flaws triggering global warnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

CNBC’s MacKenzie Sigalos reports on Apple as the tech giant is adding a U.S. titanium supplier for its new iPhone Duo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

CNBC’s Seema Mody reports on ASML as the company reported third-quarter profit that beat expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

<p>Google is reeling from back-to-back courtroom defeats—one targeting its search-engine defaults, another striking at its ad-tech stack—while the Justice Department weighs unprecedented remedies that could compel the company to shed Chrome or even Android. Yet antitrust pressure ... Show More

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple scrapping its EV ambitions after a decade-long effort now that the company focuses on AI instead. Plus, Google CEO Sundar Pichai blasts the failures of Gemini's image generation feature as the company looks to remedy the si ... Show More

<p>Google is the undisputed leader in the race to dominate AI, in part because of its reputation as a company with strong corporate ethics.&nbsp; But as questions about the morality and efficacy of AI become more pronounced, Google finds itself mired in internal conflicts and bad ... Show More

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ... Show More

<p>Shares of Walmart get hit as consumer confidence comes in at its lowest level in 12 years. Is the retail giant a canary in the coal mine for a potential recession? Plus One Chinese tech executive sounding the AI alarm. The bubble he sees forming, and why one top tech analyst s ... Show More

<p>Calls to ban TikTok or force its sell-off from its parent company ByteDance are gaining momentum, especially after reports of ByteDance’s surveillance of several U.S. journalists. And could Microsoft’s investment in OpenAI mark the end of Google’s search monopoly?</p><p>Plus: ... Show More

Episode SummaryThe recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indica ... Show More

Send us a textBig Tech is slashing hundreds of thousands of jobs and blaming artificial intelligence, but there may be more to the story than that. Intel just announced fifteen thousand layoffs yesterday, causing their stock price to plunge. Big Tech, who for over a decade provid ... Show More