Steve Kovac

Steve Kovac, a CNBC correspondent known for his coverage of tech giants, dives into the recent stock market surge fueled by strong performances from Meta and Microsoft. He discusses the potential fallout of tariffs on Apple and the upcoming earnings reports from these tech titans. The conversation transitions to McDonald's facing its largest sales decline in five years, alongside insights into Tesla's leadership challenges. Kovac highlights the critical need for small businesses to navigate tariff repercussions in a shifting economic landscape.

Scott Wapner welcomes a star-studded panel live from Apple Park, featuring Steve Kovac, CNBC's tech reporter, who dissects Apple's AI ambitions and stock performance. Stephanie Link shares her latest portfolio moves while discussing the tech market's volatility. Alex Kantiewicz analyzes competitive dynamics within the tech industry, and Joe Terranova examines the impact of AI trends on investment strategies. The team anticipates the revelations of WWDC, raising questions about Apple's future amidst fierce competition.

Steve Kovac, CNBC's correspondent, and Gene Munster, an analyst from Deepwater Asset Management, delve into the latest earnings reports from heavyweights Apple and Amazon. They discuss Apple's strong performance amidst service challenges and potential tariff impacts. Munster shares insights on Amazon's unexpected cloud growth slowdown, affecting stock reactions. They also touch on Eli Lilly's profit forecast cut and explore market sentiment ahead of a key jobs report, all while naming strategic moves in tech and pharma.

Jessica Lessin, CEO and founder of The Information, and Steve Kovach, technology correspondent at CNBC, delve into groundbreaking tech discussions. They explore the anticipated release of GPT-5 and the competitive dynamics affecting OpenAI. The conversation also touches on Microsoft's intriguing venture amid leadership changes and appraises Apple’s antitrust challenges from the DOJ. To cap it off, they unravel a jaw-dropping betting scandal involving baseball star Shohei Ohtani, raising questions about ethics in sports.

Theresa Payton, CEO of Fortalice Solutions and former White House CIO, delves into a state-sponsored Chinese hack that breached U.S. Treasury systems, emphasizing its alarming implications for cybersecurity. Steve Kovach, CNBC tech reporter, discusses Elon Musk’s quirky online persona transformation with 'Kekius Maximus' and the politically charged Pepe the Frog meme. They also analyze Congress's sharp decline in productivity, tackling urban challenges like New York City's congestion pricing amidst political mismanagement and critiquing the government's focus on pressing issues.