Steve Kovac

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.

Steve Kovach, a CNBC reporter specializing in Apple’s business in China, sheds light on Apple's dwindling sales and intense competition from local brands like Huawei. He discusses CEO Tim Cook's strategies during his visit to China and the growing importance of India as a market. Mona Mahajan, a senior investment strategist, provides an insightful analysis of consumer confidence data and its impact on the economy. The conversation touches on the challenges tariffs pose to spending and corporate earnings as markets respond to fluctuating economic indicators.

Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.

Michael Morris, an entertainment and media analyst at Guggenheim, shares insights on Netflix's rising stock and profitability despite slowing subscriber growth. Angelica Peebles discusses CVS Health's leadership shakeup and its financial outlook. Steve Kovac analyzes Apple's impressive iPhone sales in China. John Stolfes offers predictions on the S&P 500, while Logan Motoshami delves into the housing market's stagnation. Emily Wilkins highlights the significant crypto spending in Ohio's Senate race, revealing the industry's political influence.