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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:

The Zombie SPACs 8/31/23 Aug 31, 2023

Show notes

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 CIO Imran Khan, who also led Alibaba and Snap’s IPOs, says he's picked up shares in the banking app Dave, OpenDoor, and super app Grab because of what he calls arbitrage between private and public market valuations.

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Salesforce Keeps On Spending, Plus Fad-themed ETFs Shutter 8/30/23 Aug 30, 2023

Show notes

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 investments in AI startups. It’s funded at least seven, including leading a $200 million funding round for startup Hugging Face. Tonight’s numbers are set to show investors whether Benioff has more room to run, or will instead bring back more scrutiny. Plus, ETFs are closing at a record pace as niche funds targeting fads like crpyto, the metaverse, and Gen Z wane in popularity. On the flip side, the number of the less buzzy bond ETFs are soaring.

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TechCheck+ Dethroning Nvidia 8/29/23 Aug 29, 2023

Show notes

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 build and run the likes of ChatGPT and other generative AI technologies. On this week of TechCheck Weekly, Deirdre Bosa digs into how Nvidia dominates this technological sea change and who is trying to challenge the chipmaker’s rule.

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Nvidia’s Hardware and Software Competition 8/24/23 Aug 24, 2023

Show notes

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 from the last quarter. But are the cracks in that already beginning to show? Competition is beginning to emerge – on a software level from startups working on tools to reduce the cost of training and running machine learning models, and on the hardware front – from chipmakers and cloud service providers starting to produce their own AI chips.

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Nvidia’s High-Stakes Earnings 8/23/23 Aug 23, 2023

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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 the most crucial print of the season. The chipmaker has been the biggest contributor to the Nasdaq 100’s rally this year, and the options market is now bracing for a 10% move.

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Softbank’s Arm Reports Declining Revenue, Narrowing Profits 8/22/23 Aug 22, 2023

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Softbank-owned Arm reported declining revenues and narrowing profits in its IPO filing last night, bringing into question whether Softbank founder and CEO Masayoshi Son will be able to pull off what’s expected to be the biggest U.S. debut this year. Son has said he wants Softbank to lead the AI revolution, with Arm as its biggest driver. But just how central is the chip designer to the revolution anyway? Its own filing said that its processors may not be suitable for AI purposes, and its biggest market, smartphones, is in decline.

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Previewing Arm’s F-1 8/21/23 Aug 21, 2023

Show notes

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 pre-IPO valuation hinges on the filing showing that chip designer is truly at the center of the AI boom, as Softbank founder Masa Son claims, and not actually more like AI-adjacent. The listing would be the biggest in the U.S. in almost two years, and could jump start the IPO market.

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Instacart and Arm Reportedly Planning September IPOs 8/18/23 Aug 18, 2023

Show notes

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. It has already achieved GAAP net income on its ad business, and is building up a leadership team of advertising heavyweights. Plus, Softbank’s chip designer Arm could also file its prospectus next week, in what would be 2023’s largest IPO and another big boost for U.S. listings.

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The Musk Distraction Machine, Plus Microsoft’s Bing Struggles in AI Search Race 8/17/23 Aug 17, 2023

Show notes

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 what's really happening at his businesses of X, Tesla, and SpaceX - and she says, don't fall for it. Plus, Microsoft is struggling hard against Google in the search engine wars, with Bing just barely gaining market share since the beginning of the year. Deepwater’s Gene Munster thinks Google will be the clear winner in the AI race, especially with the tech giant’s Gemini model set to launch soon.

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Intel Hits Snag in Plans to Enter Faster-growing Foundry Business 8/16/23 Aug 16, 2023

Show notes

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 than 25% of its revenues. The deal falling through represents a big roadblock for CEO Pat Gelsinger's plans to enter the faster-growing foundry business, which would allow it to manufacture semiconductors for other companies. But one analyst writes, that might not even matter, since no one owns the stock for the foundry business. It’s also another way for China to fight back against the U.S. in the tug-of-war over chip supremacy.

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