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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:

Walmart Buys Tiger Global’s Stake in Flipkart for $1.4B, Plus Morgan Stanley on Adobe and Salesforce 7/31/23 Jul 31, 2023

Show notes

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 on a lack of near-term catalysts.

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Special Report: Tech Earnings Scorecard 7/28/23 Jul 28, 2023

Show notes

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

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Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23 Jul 28, 2023

Show notes

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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Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23 Jul 25, 2023

Show notes

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 as e-commerce. Could it be America’s first super app?

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The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23 Jul 24, 2023

Show notes

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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Special Report: Lyft CEO David Risher & Big Tech Earnings 7/21/23 Jul 21, 2023

Show notes

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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Pandemic “Left for Dead” Stocks See New Life, Plus Apple Is Reportedly Developing Its Own AI Tools 7/19/23 Jul 19, 2023

Show notes

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 dubbed “Apple GPT.”

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AI Gold Rush Slows, Plus Shares of AT&T Near 30-Year Lows 7/18/23 Jul 18, 2023

Show notes

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 revisions for its wireless and fiber growth, and a slowdown in subscriber growth.

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Investors Bail on Cathie Wood’s Popular ARKK ETF 7/17/23 Jul 17, 2023

Show notes

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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Special Report: Tech Earnings, Venture Debt & Hollywood on Strike 7/14/23 Jul 15, 2023

Show notes

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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