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
Investors Bail on Cathie Wood’s Popular ARKK ETF 7/17/23
Cathie Wood's flagship ARKK Innovation ETF has seen net outflows of $234 million this year and $740 million in the past 12 months, plus Assets Under Management…
- TechCheck
Special Report: Tech Earnings, Venture Debt & Hollywood on Strike 7/14/23
CNBC's Deirdre Bosa previews earnings next week from Netflix and Tesla. Cathie Wood, Ark Invest CEO, to discusses the A.I. space, ARK’s ETF hitting an 11-month…
- TechCheck
FTC Files Appeal To Pause Microsoft Activision Merger as Deadline to Close Deal Looms 7/13/23
FTC Chair Lina Khan was grilled today by the House Judiciary Committee over the agency’s increasing court losses. The agency today also filed its appeal to…
- TechCheck
Amazon Prime Day Drives Record Sales, Plus Nvidia In Talks to Anchor Arm’s IPO 7/12/23
Early Prime Day data looks positive for Amazon, with shoppers spending $6.4 billion on the first day, up almost 6% from last year and making for the single…
- TechCheck
Amazon Prime Day Kicks Off 7/11/23
Amazon Prime Day Kicks Off Description: Amazon Prime Day begins today -- Adobe forecasts the 2-day sales event will drive $13.1 billion in U.S. online spend…
- TechCheck
AI’s Existential Threat, Plus Amazon Prime Day Forecast 7/10/23
Sarah Silverman and other authors are suing Meta and OpenAI over claims of using their content without permission to train chatbots. It raises the question of…
- TechCheck
Special Report: All Things Tech & AI 7/7/23
CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app. Hosted by Simplecast, an AdsWizz company. See…
- TechCheck
VC Funding Slump Persists, Plus Alibaba Shares Soar After Ant Group Fine 7/7/23
Despite the hype around generative AI, the funding environment for startups and VCs remains tight according to Pitchbook data. Softbank though is bucking that…
- TechCheck
Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage Law, Plus Amazon Faces Mounting Competition Risks from China 7/6/23
Gig economy stocks like Uber and DoorDash hit session lows after saying they're suing New York City over a law that raises delivery workers' minimum wage to…
- TechCheck
Jassy Cracks Down on Studio Spending, Plus A New Potential Cloud Restriction 7/5/23
Amazon CEO Andy Jassy’s tenure has been characterized by greater fiscal discipline, and now he’s reportedly looking to streaming as a way to cut costs – taking…
- TechCheck
AI Startups Drive Dealmaking Rebound 7/3/23
AI startups saw a funding explosion this year, with more than 20 generative AI unicorns now in the landscape, according to Pitchbook data. OpenAI backer and…
- TechCheck
AI Investing & Tech IPO's 6/30/23
In this special report, CNBC's Diedre Bosa discusses money flowing into AI, the lack of tech IPO's and the downstream impact on Bay Area real estate. Hosted by…
- TechCheck
Number of AI Unicorns Surge, Plus The FTC Plans Amazon Antitrust Suit 6/29/23
AI startup Typeface announced today it raised $100 million at a $1 billion valuation. It’s the latest in a string of new AI unicorns – a bright spot amid a…
- TechCheck
China Narrows Gap in AI Dealmaking Race, Plus Tech IPOs Lag 6/28/23
There's a race between the U.S. and China to find AI winners at the earliest stages, and so far the U.S. has been way ahead. But China is quickly closing the…
- TechCheck
AI Deal Making Heats Up, Plus AI Election Impact 6/27/23
Data is the new gold in the generative AI race - and companies want to harness the power of their own data instead of giving it to ChatGPT or another software…
- TechCheck
Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23
Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS…
- TechCheck
Chips Act Eligibility Expands, Plus A Read on the Private Markets 6/23/23
Suppliers are now able to apply for funding under the Chips Act after the Biden administration broadened the companies that are eligible, 11 months after it…
- TechCheck
AWS CEO Discusses New AI Innovation Center, Plus FTC vs. Microsoft/Activision 6/22/23
AWS is investing $100M in a center to help its customers use generative AI, in a push to keep up with rivals Microsoft and Google. Deirdre Bosa sits down with…
- TechCheck
Alibaba Announces Surprise Leadership Shakeup 6/20/23
Alibaba announced this morning Chairman and CEO Daniel Zhang will be stepping down from the company, to be replaced with longtime Alibaba veterans Joe Tsai and…
- TechCheck
The Next Seven 6/16/23
By now we've all heard of the Magnificent Seven - the handful of gargantuan tech stocks responsible for the majority of the market's gains. But we dug into the…
- TechCheck
Adobe Earnings Preview, Plus Lyft Acquisition Rumors Swirl 6/15/23
Will Adobe earnings after the bell prove it's an AI winner or loser? Bears would argue popular models like Dall-E and Midjourney undermine the company, though…
TechCheckTechCheck+ Dot Com vs. AI Mania: Comparing 1999 and 2023 6/13/23
Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be…
- TechCheck
Intel’s New Foothold in the Chip Wars, Plus CalSTRS CIO Cautions Against Tech Rally 6/13/23
Intel is reportedly in talks with Softbank to be a strategic investor to anchor chip designer Arm’s IPO. It could be a way for Intel to work with big names…
- TechCheck
Meta Internal Meeting Reveals Jabs at Apple and a Twitter Competitor 6/9/23
In the battle of the titans, Apple and Meta have long been locking horns on products, privacy, and now the new era of headsets. In leaked audio from an…
- TechCheck
Tech’s Return to Office Tactics 6/8/23
Three different approaches may be emerging for how tech companies are trying to lure employees back into the office. Google – which had been using carrots like…
- TechCheck
Data is Gold in AI Race, Plus Roblox CEO on Potential Apple Partnerships 6/7/23
If "data is gold" in the shift to AI, big tech companies that have been collecting data for decades might have a huge leg up -- if they can balance increased…
- TechCheck
Sequoia Capital Splits Into Three VC Firms 6/6/23
Sequoia Capital, one of the world’s largest and most successful VC firms, told investors today it will split into three partnerships, separating its China and…
- TechCheck
Apple Unveils Vision Pro Headset 6/5/23
There's a lot at stake for Apple as it hits all-time highs the same day it reveals its new mixed-reality headset, the Apple Vision Pro. Even though it’s…
- TechCheck
MongoDB Bucks Cloud Slowdown, Plus Telecom Stocks Fall on Amazon Prime Mobile Report 6/2/23
Shares of MongoDB are surging almost 30% today after posting an earnings beat and offering strong guidance when its competitors aren’t, bucking the trend of a…
- TechCheck
Tech Carries the Market, Plus Previewing Broadcom Earnings 6/1/23
Big tech has been carrying the market once again; without the 7 megacaps responsible for the market's gains, the S&P would be down for the year, instead of up…
- TechCheck
Nvidia Throws Intel a Bone, Plus Amazon Workers Plan Walkout 5/31/23
Nvidia CEO and AI kingmaker Jensen Huang out with a vote of confidence for Intel, saying their test chips “look good.” It could mean advanced chipmaking is…
- TechCheck
The New FAANG and Predicting the AI Monetization Cycle 5/30/23
We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which include…
- TechCheck
The Week AI Got Real (For Profits) 5/26/23
AI is in its peak hype cycle stage, but this was the week it also started to matter to companies’ bottom line. Nvidia’s blockbuster quarter and then Marvell…
TechCheckTechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23
CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on HBO’s…
- TechCheck
Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23
Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom…
- TechCheck
Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23
Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Netflix…
- TechCheck
Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23
The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy bank while…
- TechCheck
Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23
Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring back workers…
- TechCheck
Big Tech Props Up The Market 5/19/23
We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including Nvidia…
- TechCheck
Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23
Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - what is…
- TechCheck
Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23
In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it raises the…
- TechCheck
AI Faces Congress 5/16/23
OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed with lawmakers…
- TechCheck
AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23
Ad agencies are topping analysts' lists of businesses most at risk of AI automation, but ad titan Sir Martin Sorrell argues the technology will be a net…
- TechCheck
Under-the-Radar AI Picks 5/12/23
Analysts today have called out a few stocks that could be under-the-radar beneficiaries of AI. CNBC’s Steve Kovach breaks that down – plus one company that has…
- TechCheck
Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23
Softbank posted a record $32 billion loss at its Vision Fund tech investment arm as executives promise the company are going on the offensive on AI. But is it…
- TechCheck
Google I/O Recap 5/10/23
Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search. Hosted by…
- TechCheck
PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23
PayPal is the better profitability play, yet trails Block’s valuation by a mile. But does any of that matter when pretty much all of fintech are commodity…
- TechCheck
AI Threatens Ad Industry 5/8/23
Investors are trying to price in the downside stock impact of the AI boom, and advertising agencies like WPP, Omnicom Group and Publicis Groupe could be at…
- TechCheck
Block CFO & Dropbox CEO weigh in after earnings 5/5/23
Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report…
TechCheckTechCheck+ AI Roadkill 5/5/23
You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their…
- TechCheck
Previewing Apple Earnings Plus Big Tech At The White House 5/4/23
Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and…
- TechCheck
Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23
Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And…
- TechCheck
Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23
Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest…
TechCheckTechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23
Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White House…
- TechCheck
Digging into Snap, Pinterest, and Amazon earnings 4/28/23
Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are…
- TechCheck
AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23
Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in…
TechCheckTechCheck+ Google on Defense 4/21/23
Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The company…
- TechCheck
Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23
Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side…
- TechCheck
Google’s New Phone. Why? 4/19/23
CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does…
- TechCheck
Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23
A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix…