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Kate Rooney

Mentioned in 4 analyzed podcast episodes across 2 shows

CNBC correspondent who covers technology and defense industry intersections. She has reported on negotiations between Anthropic and the Pentagon regarding supply chain risks and the potential military use of Claude AI, including coverage of regulatory deadlines and escalating tensions between the company and government agencies.

Episode Appearances

Squawk Pod

Squawk Pod · Jul 10, 2026

SK Hynix Hits the Nasdaq & Talking FIFA with Men in Blazers 7/10/26

Reported on Fiji Simo's departure from OpenAI due to chronic illness (POTS) and leadership restructuring

SK Hynix Nasdaq IPO and HBM market dominanceAI chip supply chain and memory shortage dynamicsOpenAI executive departures and organizational restructuring
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 27, 2026

Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25

CNBC correspondent; covered Anthropic supply chain risk designation and Pentagon conflict

Credit Market Stress and Banking Sector SelloffAI Job Displacement and Workforce AutomationPrivate Credit and NDFI Lending Risks
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

CNBC correspondent; reported on Anthropic-Pentagon negotiations and Friday 5:01 PM deadline

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

CNBC reporter; covered Pentagon escalation against Anthropic, potential supply chain risk designation, and Claude military use negotiations

NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence
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