Shows / TechCheck
TechCheck
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
Episodes
- TechCheck
OPENAI’S OPEN QUESTIONS 10/13/23
New numbers from OpenAI reveal exponential growth. The darling of generative AI continues to fire on all cylinders. But can it become more than a chatbot and…
TechCheckTechCheck+ Will Temu Kill Amazon? How the Chinese Shopping App’s Rapid Growth Could Crack Amazon’s Dominance 10/13/23
Temu appears unstoppable. Since the Chinese shopping app launched in the U.S. a year ago, it has become the number one e-commerce app in the country, with…
TechCheckCNBC SPECIAL: Anthony Scaramucci on The Collapse of FTX 10/13/23
Former billionaire Sam Bankman-Fried saw a meteoric rise as crypto’s golden boy and an even more spectacular fall as his $32 billion cryptocurrency exchange…
- TechCheck
Birkenstock’s IPO Flops; Why Recent Debuts Have Stumbled 10/12/23
The IPO window of 2023 was short, not very sweet, and now likely closed as we head into the year end. Many of the recent debuts, including Birkenstock, Arm…
- TechCheck
Birkenstock & Amazon Prime Day 10/11/23
CNBC’s Deirdre Bosa and Marc Golbert discuss Amazon Prime Day and Birkenstock's IPO price, the state of direct-to-consumer retail models, and Birkenstock’s…
- TechCheck
Temu: Amazon’s Rising E-Commerce Competition 10/10/23
As Amazon’s second sales event of the year kicks off, every day seems like a deal day on e-commerce apps like Temu and Shein. Temu, in particular, is far…
- TechCheck
Bullish Reception for Arm Holdings 10/9/23
The chip designer Arm gained a number of bulls today as its post-debut quiet period ends, with more than 10 firms involved in underwriting the IPO initiating…
TechCheckTechCheck+ The Valuation Reckoning: When AI Startup Darlings Hit Stratospheric Levels 10/6/23
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- TechCheck
Anthropic’s Funding Spree, Plus Antitrust Regulators on New Priorities 10/5/23
AI startups are continuing to raise money by the bucketful. This time, it’s the chatbot maker Anthropic, which is reportedly in talks to raise $2 billion from…
- TechCheck
Apple Analyst Expects Weaker iPhone Sales Ahead 10/4/23
Shares of Apple are up fractionally today despite a rare downgrade from KeyBanc - laying out an alternative view from what most analyst have been saying going…
- TechCheck
Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23
Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data center owner…
- TechCheck
Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrust Trial 10/2/23
After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2017 as…
TechCheckTechCheck+ Regulators Take On Amazon: The FTC’s Make or Break Moment 9/29/23
President Biden signaled an aggressive new agenda to curb the power of companies like Google, Amazon, Microsoft and Meta when he appointed Lina Khan, Jonathan…
- TechCheck
A September to Forget for Tech 9/29/23
As Q3 inches to a close, tech stocks have had a rough end to the summer and a rough ride lower in September. But Apple is really the culprit, because of its…
- TechCheck
Amazon Faces New Competition as FTC Takes Aim 9/27/23
The FTC is now targeting Amazon in a new antitrust suit, alleging it’s running an illegal monopoly, with Lina Khan saying the e-commerce giant’s tactics…
- TechCheck
Amazon Sued By FTC, 17 States Alleging Monopoly Practices 9/26/23
The FTC and 17 states filed a antitrust suit today alleging Amazon inflates online prices and overcharges sellers. The agency and FTC chair Lina Khan’s…
- TechCheck
Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23
Amazon is investing up to $4 billion in startup Anthropic as it looks to stake a claim in the AI arms race. Both stand to benefit: Amazon, with a buzzy…
TechCheckTechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23
Some of the biggest, most highly-anticipated IPOs of the last few years have fallen short, burning investors who thought they were buying a technology stock…
- TechCheck
Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Worldwide 9/22/23
Microsoft looks to be closing in on its acquisition of Activision, after regulators in the United Kingdom signaled approval. The deal might be an example of…
- TechCheck
Cisco Strikes $28 Billion Deal for Splunk 9/21/23
Cisco’s $28 billion acquisition of Splunk signals where the company wants to go: a legacy tech hardware company trying to pivot to software and services, in a…
TechCheckTechCheck+ Instacart CEO Fidji Simo 9/19/23
CNBC's Dierdre Bosa spoke with Instacart CEO, Fidji Simo, to discuss why now was the time to finally go public and how the company arrived at the decision to…
- TechCheck
Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23
As more grocers begin looking to build their own delivery networks, what does that mean for Instacart’s competitive moat? The world’s largest grocery delivery…
TechCheckBeware the Blockbuster IPO 9/15/23
With Arm’s successful listing and Instacart’s debut on deck, the blockbuster IPO is back. But retail investors might want to proceed with caution before buying…
- TechCheck
Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23
Instacart today raised the price range for its upcoming IPO after Arm’s successful debut yesterday, boosting the valuation to around $10 billion dollars. But…
- TechCheck
Arm IPO: Implications for Venture Capital and Softbank Founder Masa Son 9/14/23
Softbank-backed chip designer Arm's successful listing today could open the IPO floodgates, according to Lux Capital’s Shahin Farshchi. He says the offering…
- TechCheck
DOJ’s Historic Trial Against Alphabet Kicks Off – How Will Sundar Pichai Do In Wartime? 9/12/23
The DOJ's landmark tech monopoly trial against Alphabet kicked off today – with the government grilling its first witness Google Chief Economist Hal Varian…
- TechCheck
Bill Gurley on Instacart, IPO Market 9/11/23
Instacart's new valuation of up to $9.3 billion is a massive down round from the $39 billion of a few years ago. Bill Gurley, a VC and early Uber investor…
TechCheckTechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23
We all lived through the SPAC boom of 2021 – when the blank check mergers accounted for 61% of all U.S. public listings that year… and the subsequent bust…
- TechCheck
Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sports 9/8/23
Calculating who is set to lose the most in the showdown between Disney and Charter is complex. Disney could lose contract fees for Charter’s 15 million…
- TechCheck
Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23
China is an ever-present risk for Apple, but this week it's front and center on reports that China, which makes up 19% of Apple's revenue, is restricting the…
- TechCheck
Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23
A new report today forecasts a 5% increase in U.S. ad revenue this year, but says the TV ad sector is experiencing an "existential crisis" amid an ongoing…
- TechCheck
Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23
The tech moguls and investors at this year's Burning Man also had to endure torrential downpours that caused campsite flooding and foot-deep mud. But one…
- TechCheck
The Zombie SPACs 8/31/23
SPACs are back and volatile as ever. But the class of 2021 has settled somewhat, and that's where some investors are seeing opportunity. Proem Asset Management…
- TechCheck
Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23
After all that activist pressure, Marc Benioff’s M&A spending spree may seem like it’s ended – but in the past year, Salesforce has only been ramping up…
TechCheckTechCheck+ Dethroning Nvidia 8/29/23
Nvidia’s stock rise this year has been nothing short of meteoric. The chipmaker is at the heart of the AI boom as the supplier of chips that are required to…
- TechCheck
Nvidia’s Hardware and Software Competition 8/24/23
Nvidia’s blowout earnings is flexing its dominance in AI. Revenue at its data center segment, which includes AI chips like the A100 and H100, jumped 141% just…
- TechCheck
Nvidia’s High-Stakes Earnings 8/23/23
Can Nvidia do it again? Its blowout last quarter fueled a 220% rally this year and sent the market into an AI craze. Amid sky-high expectations, it might be…
- TechCheck
Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23
Softbank-owned Arm reported declining revenues and narrowing profits in its IPO filing last night, bringing into question whether Softbank founder and CEO…
- TechCheck
Previewing Arm’s F-1 8/21/23
Softbank’s chip designer Arm is expected to file its F-1 for IPO today, revealing key finances and operations. But whether investors will buy its $64 billion…
- TechCheck
Instacart and Arm Reportedly Planning September IPOs 8/18/23
Instacart is reportedly planning to go public in September, and though public markets haven't been kind to gig economy companies, Instacart may be different…
- TechCheck
The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race 8/17/23
The Information's Jessica Lessin calls it the Musk Distraction Machine - cage matches and incessant memes that are designed to distract us from focusing on…
- TechCheck
Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23
Intel is scrapping a $5.4 billion deal for the Israeli chipmaker Tower Semiconductor after failing to get regulatory approval from China, where it derives more…
- TechCheck
Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23
Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains…
TechCheckTechCheck+ Opendoor CEO 8/11/23
Shares of Opendoor plunging 30% since the company reported a steep revenue decline despite managing to turn a profit. Deirdre Bosa speaks with CEO Carrie…
- TechCheck
Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Even 8/10/23
Disney posting mixed Q3 results, as CEO Bob Iger laid out a plan to make streaming a key growth driver, including a new focus on its ad-supported tier and…
- TechCheck
Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23
Duolingo is one of the biggest earnings movers of the day after reporting a 62% year-over-year growth in daily active users. Its CEO Luis von Ahn joined to…
- TechCheck
Paramount Earnings Raises the Bar For Disney, Plus the CHIPS Act Turns One 8/8/23
: Shares of Paramount are lower today despite topping revenue expectations in its Q2 results. The beat raises the bar for Disney, which reports after the bell…
- TechCheck
Doctors Use AI to Fight Burnout, Plus Eric Hippeau on AI Healthcare Use Cases 8/7/23
Artificial intelligence is now disrupting one of the biggest headaches in healthcare – paperwork. Medical notes take doctors and nurses hours every day, and…
- TechCheck
Amazon’s Blowout Quarter, Plus Opendoor Turns a Profit 8/4/23
Shares of Amazon are rocketing today, on pace for its best day since November after reporting a blowout second quarter and issuing upbeat guidance. It beat on…
- TechCheck
Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23
Amazon reports after the bell - and investors' eyes are on the cloud. Over the last 6 quarters, growth in its cloud business AWS has slowed significantly, to…
- TechCheck
Arm Reportedly Targets $60B-$70B September IPO 8/2/23
Softbank-backed Arm is reportedly targeting a $60B-$70B September IPO - one of the biggest in tech history. The company licenses out chip designing to tech…
- TechCheck
Uber’s Q2: Profitability, Ad Business in Focus 8/1/23
Uber just reported its first-ever profitable quarter - but just how sustainable is it? GAAP net income was $394 million, but nearly all of that was due to a…
- TechCheck
Walmart Buys Tiger Global’s Stake in Flipkart for $1.4B, Plus Morgan Stanley on Adobe and Salesforce 7/31/23
The funding and valuation environment for startups remains challenged, but Tiger Global has notched one big, multi-billion dollar exit recently. After a rough…
- TechCheck
Special Report: Tech Earnings Scorecard 7/28/23
CNBC's Deirdre Bosa covers Tech earnings, deal making and M&A activity. Plus, are more strikes coming in Hollywood? Hosted by Simplecast, an AdsWizz company…
- TechCheck
Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23
Though it hasn't even reported yet, Nvidia seems to be the clear winner this earnings season. Three of the biggest tech companies reported this week –…
- TechCheck
Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23
Tech heavyweights Alphabet and Microsoft report second quarter earnings after the bell today, the first that’ll show investors whether the hype around AI is…
- TechCheck
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
A big week for big tech with Alphabet, Microsoft, Intel and Meta results on deck. We’ll drill down on the name one analyst says is the best positioned in AI…
- TechCheck
Special Report: Lyft CEO David Risher & Big Tech Earnings 7/21/23
CNBC's Deirdre Bosa previews earnings next week from Microsoft, Alphabet and Meta. Bosa also spoke exclusively with Lyft's new CEO, David Risher, as he gets…
- TechCheck
Pandemic “Left for Dead” Stocks See New Life, Plus Apple Is Reportedly Developing Its Own AI Tools 7/19/23
Carvana is surging more than 30% after striking a new debt restructuring deal despite remaining deeply unprofitable. It's part of a host of pandemic…
- TechCheck
AI Gold Rush Slows, Plus Shares of AT&T Near 30-Year Lows 7/18/23
The AI gold rush that has seen billions of dollars poured into startups might already be slowing down. Two AI chatbots are laying off workers, as the field for…