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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.

technology investing

All Episodes

00:08:05

Amazon’s Blowout Quarter, Plus Opendoor Turns a...

TechCheck ·

2023/08/04

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 the top line and notched its biggest bottom line beat since 2020, boosted by CEO Andy Jassy’s aggressive cost-cutting efforts. Shares of Opendoor though, headed the other direction – plummeting more than 20% on a steep revenue decline despite managing to turn a profit. We asked CEO Carrie Wheeler in her first broadcast interview since assuming

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00:06:34

Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23

TechCheck ·

2023/08/03

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 an expected 10% in tonight's report, and investors are anxious to know whether the slowdown has bottomed... or could head even lower. Another data point to keep an eye on – capex. Big tech companies that have already reported including Microsoft, Alphabet and Meta have all mentioned that big investments in AI have pushed up spending. Investors

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00:06:55

Arm Reportedly Targets $60B-$70B September IPO 8/2/23

TechCheck ·

2023/08/02

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 giants including Apple, Amazon, Microsoft, Nvidia, and Intel. Softbank founder Masa Son couldn't have timed it better as the need for computing power and AI chips booms. But there are still risks, including a slowdown in smartphone sales, and faces competition from an open source chip design architecture firm called RISC-V.

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00:05:37

Uber’s Q2: Profitability, Ad Business in Focus 8/1/23

TechCheck ·

2023/08/01

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 pre-tax benefit related to unrealized gains on Uber's equity investments. It holds stakes in self-driving tech companies Aurora, electric scooter startup Lime, ridesharing companies DiDi and Grab, and electric aircraft company Jovy. Its advertising business though is seeing new growth. It launched video ads on Uber, Uber Eats, Drizly and in-car

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00:08:15

Walmart Buys Tiger Global’s Stake in Flipkart for...

TechCheck ·

2023/07/31

The funding and valuation environment for startups remains challenged, but Tiger Global has notched one big, multi-billion dollar exit recently. After a rough 2022, Tiger told investors today it net a total of $3.5 billion from selling its remaining stake in Indian e-commerce startup Flipkart; a much-needed win for Tiger. Plus, Morgan Stanley analyst Keith Weiss has two big calls out today – upgrading Adobe to overweight on its roadmap to AI monetization, and downgrading Salesforce to equal weight

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00:44:55

Special Report: Tech Earnings Scorecard 7/28/23

TechCheck ·

2023/07/28

CNBC's Deirdre Bosa covers Tech earnings, deal making and M&A activity. Plus, are more strikes coming in Hollywood?

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00:03:42

Nvidia Triumphs as Big Tech Talks Up AI Investments...

TechCheck ·

2023/07/28

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 – Microsoft, Alphabet and Meta – and all said they’re spending more on building infrastructure to support AI cloud computing. That means less traditional server chips, and more of Nvidia's advanced GPUs.

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00:07:30

Big Tech Earnings Preview, Plus TikTok’s Push Into...

TechCheck ·

2023/07/25

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 justified. But there are some red flags to look out for, including tech’s massive outperformance this year, high expectations for AI, and decelerating cloud growth and capex. Plus, TikTok keeps pushing the envelope. Despite having a regulatory target on its back in the U.S., the social media platform recently announced a push into music as well

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00:06:46

The Tech Trade, Positioning into the Print, and...

TechCheck ·

2023/07/24

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. Plus, Verizon, NXP Semiconductors, and Anywhere Real Estate are on deck with results. We’ve got the action, the story, and the trade in Earnings Exchange. And we’ll speak with a recent college graduate who built an AI-detecting program from his college dorm room.

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00:44:48

Special Report: Lyft CEO David Risher & Big Tech...

TechCheck ·

2023/07/21

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 set to wrap up his first 100 days in office.

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00:06:34

Pandemic “Left for Dead” Stocks See New Life, Plus...

TechCheck ·

2023/07/19

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 high-flyers that investors left for dead but are now rebounding including Robinhood, Coinbase, Peloton, Affirm, and OpenDoor – all with different business models but characterized by weak financials and high valuations. Plus, Apple is reportedly developing its own AI tools, including a large language model and an internal chatbot that engineers have

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00:06:52

AI Gold Rush Slows, Plus Shares of AT&T Near 30-Year...

TechCheck ·

2023/07/18

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 startups grows crowded, businesses begin to demonstrate they don’t all survive as standalone products, and investors grow impatient for impact on revenue. Plus, shares of AT&T are near their lowest in 30 years as analysts try to gauge potential financial liability following a report on toxic lead cables. It comes on top of repeated downward

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00:05:37

Investors Bail on Cathie Wood’s Popular ARKK ETF 7/17/23

TechCheck ·

2023/07/17

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 crater from $30 billion during pandemic highs to less than $9 billion today. But maybe the biggest knock against Wood? ARKK has underperformed the Nasdaq and $QQQ since its 2014 inception. We raised the question with her on Friday during our Tech Check special.

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00:44:46

Special Report: Tech Earnings, Venture Debt &...

TechCheck ·

2023/07/15

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 high and what stocks she is watching in the tech space. Emil Michael, former Uber chief business officer, discusses the recent stock pop, competition in the space and more. Plus, Hollywood on strike and venture capital loans disappear.

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00:06:01

FTC Files Appeal To Pause Microsoft Activision Merger...

TechCheck ·

2023/07/13

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 pause the Microsoft Activision merger. Microsoft has until July 18 to close the deal, when it'll have to either renegotiate terms or abandon the deal and pay a $3 billion break fee.

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00:06:11

Amazon Prime Day Drives Record Sales, Plus Nvidia In...

TechCheck ·

2023/07/12

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 biggest e-commerce day in 2023 according to Adobe. Former Target Vice Chair Jerry Storch joins us for a read on the consumer. Plus, less than two years ago Nvidia tried to buy Arm for some $40 billion, but failed because of anti-trust issues. Flash forward to today, and Nvidia could reportedly anchor the chip designer’s IPO – set to be the

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00:07:17

Amazon Prime Day Kicks Off 7/11/23

TechCheck ·

2023/07/11

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, 9.5% more than last year. As for Prime signups though? Consumer Intelligence thinks memberships are at saturation, estimating 167 million Americans are members, down from 170 million last year.

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00:06:09

AI’s Existential Threat, Plus Amazon Prime Day...

TechCheck ·

2023/07/10

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 whether copyright is an existential threat to AI, and the limits of how much AI can actually leverage content on the internet. Plus, Amazon Prime Day kicks off tomorrow – but how much do we care? Many investors aren’t buying the stock for e-commerce anymore, instead shifting focus to the faster-growing and more lucrative AWS and even

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00:44:53

Special Report: All Things Tech & AI 7/7/23

TechCheck ·

2023/07/07

CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app.

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00:08:13

VC Funding Slump Persists, Plus Alibaba Shares Soar...

TechCheck ·

2023/07/07

Despite the hype around generative AI, the funding environment for startups and VCs remains tight according to Pitchbook data. Softbank though is bucking that trend with a new investment in a Japanese robotics startup, just weeks after promising to go back on the offensive. Plus, shares of Alibaba soared today after China hit Ant Group with a nearly $1 billion fine, signaling an end to its era of tech crackdowns, allowing the company and private enterprises in the country more broadly to revive

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1,148 results

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