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Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23 May 01, 2023

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Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest IPO of the year. Could it be the key to thawing a frozen IPO pipeline? Plus, investor Brad Gerstner lit into Sundar Pichai for losing Google’s AI lead to OpenAI, leaving investors questioning whether he can get tough on the issue.

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TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23 May 01, 2023

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Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White House Plumbers” based on the true story of Nixon's Watergate "masterminds," E. Howard Hunt and G. Gordon Liddy. The two discuss balancing historical fact and satire, the painstaking process behind recreating real-life locations, and why both Gregory and Huyck believe the show’s fresh take on the famous robbery is “the greatest story people have never heard.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Digging into Snap, Pinterest, and Amazon earnings 4/28/23 Apr 28, 2023

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Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this week are showing advertising resilience. Plus, an Amazon analyst explains why the market might be underappreciating the stock, despite showing positive Q1 metrics like growing profitability and curbing expenses.

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AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23 Apr 25, 2023

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Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in store.

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TechCheck+ Google on Defense 4/21/23 Apr 21, 2023

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Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The company grew and acquired its way to becoming one of the biggest companies in the world. But today Alphabet finds itself cutting staff and facing new competition from ChatGPT and Bing at a pivotal time. Why that matters, and why maybe it doesn’t matter at all. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Margins Shrink & So Do Tiger Global’s Returns 4/20/23 Apr 20, 2023

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Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side of the portfolio and what that will do to earnings, we look at the revenue side and how margins could be squeezed from the top line. PLUS – more numbers and performance from Tiger Global as the private markets in tech catch up to the public ones.

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Google’s New Phone. Why? 4/19/23 Apr 19, 2023

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CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does Google still invest in phones and physical hardware with such small market share and cost-cuts in other businesses? The answer is in Android and its overwhelming market share, and why it may need leverage in that competition.

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Nvidia’s AI lead, Netflix earnings & Meta’s non-meta plays 4/18/23 Apr 18, 2023

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A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix earnings and what else Meta is doing outside the metaverse.

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Samsung CONSIDERED Replacing Google Search 4/17/23 Apr 17, 2023

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Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of course. Why ChatGPT and Bing could destabilize Google’s Search dominance.

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Tesla Price Cuts & Walmart Sells Bonobos 4/14/23 Apr 14, 2023

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Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions.

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