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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

00:06:15

MongoDB Bucks Cloud Slowdown, Plus Telecom Stocks...

TechCheck ·

2023/06/02

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 slowdown that PagerDuty and Salesforce are warning of. Plus, shares of telecom stocks are falling after a report that Amazon is in talks to offer a free mobile service for Prime customers. Amazon said it is not in talks to offer wireless anytime soon while T-Mobile and Verizon have said they’re not in discussions with the tech giant.

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00:07:22

Tech Carries the Market, Plus Previewing Broadcom...

TechCheck ·

2023/06/01

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 10%. Plus, Broadcom posts earnings after the close. The chip company has a high bar to meet after a surge analysts are calling “parabolic.”

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00:06:30

Nvidia Throws Intel a Bone, Plus Amazon Workers Plan...

TechCheck ·

2023/05/31

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 coming back home. Plus, Amazon workers are planning a walkout today, citing the company’s return to office policies and recent layoffs.

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00:07:19

The New FAANG and Predicting the AI Monetization...

TechCheck ·

2023/05/30

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 Nvidia and Tesla. Plus, during the mobile internet platform shift, semis were the first to be recognized by markets, then infrastructure, and finally software. That may point to what the next trillion dollar company is after Nvidia.

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00:04:08

The Week AI Got Real (For Profits) 5/26/23

TechCheck ·

2023/05/26

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 showed that AI is creating real revenue right now. But what about the real costs for all those Nvidia customers who are buying silicon to up their server game? We look at the different players and how investors are absorbing the changes.

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00:17:12

TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23

TechCheck ·

2023/05/26

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 “Barry” as the series comes to a close. They discuss Henry’s sources of inspiration while playing the role of Gene, why he says writers are the "beating heart" of every project he’s worked on and how he maintains his “cool” nearly 50 years since his debut as The Fonz on “Happy Days.”

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00:08:06

Riding Nvidia’s Wave: Other AI Stock Plays, Plus A...

TechCheck ·

2023/05/25

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. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.”

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00:05:20

Meta’s Newest Round of Layoffs, Plus Netflix Cracks...

TechCheck ·

2023/05/24

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 begins to roll out its plan to make users pay extra to share accounts.

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00:06:00

Yelp Jumps on Activist Investor Letter, Plus...

TechCheck ·

2023/05/23

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 the rest of us lose money, thanks to a “puppet board.” Plus, generative AI use has surged at enterprises, according to a new report from data management startup Databricks.

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00:07:04

Uber Cuts San Francisco Office Space, Plus China’s...

TechCheck ·

2023/05/22

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 and its economy. Plus, Micron shares fall after Chinese authorities barred some of its large companies from buying its chips.

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00:02:42

Big Tech Props Up The Market 5/19/23

TechCheck ·

2023/05/19

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, Meta, Google and Amazon. But investors looking for the next big winner in the space might set their sights on Oracle.

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00:05:19

Alibaba Announces Cloud Unit Spinoff, Plus An...

TechCheck ·

2023/05/18

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 AI-washing, and why should investors be on the lookout for it?

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00:12:45

Elon Musk Criticizes OpenAI, Plus Stability AI CEO...

TechCheck ·

2023/05/17

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 question again of whether big tech will gobble up smaller incumbents in this emerging industry. Plus, Stability AI CEO Emad Mostaque explained why his open-source business model is important for transparency.

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00:03:52

AI Faces Congress 5/16/23

TechCheck ·

2023/05/16

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 in calling for more AI oversight, saying that safe development of the technology requires companies to do good, regulatory intervention from the government, and public education.

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00:07:29

AI’s Threat to Ad Agencies, Plus Apple’s Mega Market...

TechCheck ·

2023/05/15

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 positive for the industry. Plus, Apple is now worth more than the combined market cap of the Russell 2000 – but as the tech giant grows, so does the question of whether it’s overpriced.

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00:03:09

Under-the-Radar AI Picks 5/12/23

TechCheck ·

2023/05/12

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 been singled out as an AI loser.

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00:10:48

Softbank Slumps, Plus Character.ai CEO talks...

TechCheck ·

2023/05/11

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 too little too late? Plus, character.ai has become an example for tech investors of an AI bubble – after the company raised a billion dollars without seeing any revenue. CEO Noam Shazeer talked monetization, use cases, and how they landed their partnership with Google Cloud.

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00:02:52

Google I/O Recap 5/10/23

TechCheck ·

2023/05/10

Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search.

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00:08:24

PayPal vs. Block Valuations, Plus Amazon Offers...

TechCheck ·

2023/05/09

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 services anyway? Plus, Amazon is offering a $10 incentive for some customers who choose to pick up a purchase in store instead of have it delivered, and Spotify is tackling AI bots who inflate streaming numbers.

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00:03:39

AI Threatens Ad Industry 5/8/23

TechCheck ·

2023/05/08

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 risk. That’s after a report that Amazon is working on its own AI tools to generate photos and videos that could help it push more ad formats to smaller sellers. Analysts, meanwhile, are warning (and even putting together stock baskets) of other companies under threat.

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1,148 results

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