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TechCheck — Technology
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.

Copyright: © 2024 CNBC

Latest Episodes:

Beware the Blockbuster IPO 9/15/23 Sep 15, 2023

Show notes

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 in. Those that jumped into some of the largest recent IPOs on the first day of trading have all lost money, according to our analysis, and would’ve seen dramatically better returns just buying the S&P. And even the connected, institutional investors that bought coveted shares at the IPO price have seen huge losses, as rising interest rates reprices valuations across the board. This week on Tech Check, our deep dive into why investors should beware the blockbuster IPO.

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Instacart Raises IPO Price Target Following Arm’s Debut 9/15/23 Sep 15, 2023

Show notes

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 that might be little comfort to the investors who bought in at Instacart’s peak valuation of $39 billion two years ago. We break down the winners and losers of the debut, including the VCs who got in early and the big institutional investors that are getting put under the water.

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Arm IPO: Implications for Venture Capital and Softbank Founder Masa Son 9/14/23 Sep 14, 2023

Show notes

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 could generate more interest in new chip players, drive capital into private semi names, and encourage private companies to consider public market financing. The IPO might also be a much-needed win Masayoshi Son. Even though the Softbank founder has hung his entire legacy on being central to the AI shift, he’s had a number of big misses, including selling his stakes in Nvidia and perhaps self-driving startup Cruise too early.

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DOJ’s Historic Trial Against Alphabet Kicks Off – How Will Sundar Pichai Do In Wartime? 9/12/23 Sep 12, 2023

Show notes

The DOJ's landmark tech monopoly trial against Alphabet kicked off today – with the government grilling its first witness Google Chief Economist Hal Varian about his advice to the company on antitrust issues. It’s reminiscent of the DOJ’s big tech trial of 20 years ago against Microsoft, when Bill Gates was the big personality. This time around though, all eyes are on Alphabet CEO Sundar Pichai -- and though he's often been called "soft-spoken" and a "nice guy," his track record so far suggests he may be the wartime CEO that Alphabet needs.

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Bill Gurley on Instacart, IPO Market 9/11/23 Sep 11, 2023

Show notes

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, says that’s a healthy reset: "I've lived through 3 different bubbles and bursts in this industry and unfortunately it's highly cyclical. It tends to go up slowly and crash immediately." He also talked startups in the IPO pipeline, whether there’s an AI bubble, and more.

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TechCheck+ Zombie SPACs - Why Blank Check Mergers Won’t Die 9/11/23 Sep 11, 2023

Show notes

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, with at least a dozen going bankrupt since then and more than a hundred now running low on cash. But even though many stopped paying attention to them, SPACs continued to live on. Now, two years later, there are signs of a resurgence, and some investors are seeing new opportunities. This week on Tech Check, zombie SPACs – back from the dead.

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Who’s Set to Lose the Most in the Disney-Charter Dispute, Plus AI’s Impact on Sports 9/8/23 Sep 08, 2023

Show notes

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 subscribers, but the dispute is also driving a huge jump in Hulu + Live TV subs. Disney owns 67% of Hulu, but will also soon renegotiate ownership with Comcast. Plus, AI is increasingly playing a role in sports, most recently in this year’s U.S. Open. The USTA has been using IBM’s Watson AI to provide commentary, working to translate it into every possible language, and has even correctly forecast who’s most likely to win a match.

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Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23 Sep 07, 2023

Show notes

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 use of iPhones at government agencies, and the resurgence of Huawei - its new Mate 60 Pro smartphone is seen as the first significant threat to Apple's dominance in the market in years. Widely-followed hedge fund manager Dan Niles joins to discuss those headwinds and why Apple is now his largest single-stock short.

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Disney’s Showdown with Charter Heats Up, Plus Apple’s Overseas Headwinds 9/6/23 Sep 06, 2023

Show notes

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 showdown between Charter and Disney that's caused sports programming blackouts for millions just as the NFL season kicks off. Plus, a top Apple analyst breaks down why shares are down today, citing two big decisions against the company - the EU naming Apple, among others, a gatekeeper under its Digital Markets Act, and Chinese officials told they can't use iPhones for work or bring them into the office.

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Burning Man’s Ties to Tech, Plus Disney Butts Heads with Charter 9/5/23 Sep 05, 2023

Show notes

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 venture capitalist said that after getting over the mini panic attack of being stuck, most people embraced it. Plus, Disney has been butting heads with cable giant Charter over contract fees that has left millions without access to U.S. Open, college football and potentially Monday Night Football programming. Will this time show that Disney might not have the leverage it once did?

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