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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:

AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23 May 15, 2023

Show notes

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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Under-the-Radar AI Picks 5/12/23 May 12, 2023

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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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Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23 May 11, 2023

Show notes

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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Google I/O Recap 5/10/23 May 10, 2023

Show notes

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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PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23 May 09, 2023

Show notes

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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AI Threatens Ad Industry 5/8/23 May 08, 2023

Show notes

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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Block CFO & Dropbox CEO weigh in after earnings 5/5/23 May 05, 2023

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Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller report around its verification and compliance programs. Plus, Dropbox CEO Drew Houston says AI played a role when it cut 16% of its workforce last week, but warns that “replacing people with AI shouldn’t be the only motivation.”

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TechCheck+ AI Roadkill 5/5/23 May 05, 2023

Show notes

You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see their entire business models eviscerated by the coming wave of generative AI? Edtech company Chegg was the first public company to blame AI and ChatGPT for a weak outlook, and lost 50% of its value in one day. But it won’t be the last. This week on TechCheck weekly, the companies most at risk from the AI revolution.

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Previewing Apple Earnings Plus Big Tech At The White House 5/4/23 May 04, 2023

Show notes

Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why more and more analysts are naming it a “can’t live without” consumer staples company. Plus, some of the biggest names in tech including Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman were at the White House today, meeting with Biden himself to discuss tech's moral responsibilities around AI development.

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Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23 May 02, 2023

Show notes

Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growth. And that’s not the only company with big news today on AI disruption. IBM said it plans to pause hiring for roles that could be replaced by AI, showing just how much the new technology is creeping into all corners of society. But is AI ultimately going to be a net positive or net negative? A CNBC panel weighs in.

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