TechCheck

Amazon Faces New Competition as FTC Takes Aim 9/27/23

27 Sep 2023

Contributed by Lukas

The FTC is now targeting Amazon in a new antitrust suit, alleging it’s running an illegal monopoly, with Lina Khan saying the e-commerce giant’s t...

Amazon Sued By FTC, 17 States Alleging Monopoly Practices 9/26/23

26 Sep 2023

Contributed by Lukas

The FTC and 17 states filed a antitrust suit today alleging Amazon inflates online prices and overcharges sellers. The agency and FTC chair Lina Khan’...

Amazon Steps Up AI Arms Race With Anthropic Investment 9/25/23

25 Sep 2023

Contributed by Lukas

Amazon is investing up to $4 billion in startup Anthropic as it looks to stake a claim in the AI arms race. Both stand to benefit: Amazon, with a buzz...

TechCheck+ Is Instacart Really a Tech Company? The Case For and Against 9/22/23

22 Sep 2023

Contributed by Lukas

Some of the biggest, most highly-anticipated IPOs of the last few years have fallen short, burning investors who thought they were buying a technology...

Microsoft-Activision Deal Set to Clear Final Hurdle, Plus iPhone 15 Launches Worldwide 9/22/23

22 Sep 2023

Contributed by Lukas

Microsoft looks to be closing in on its acquisition of Activision, after regulators in the United Kingdom signaled approval. The deal might be an exam...

Cisco Strikes $28 Billion Deal for Splunk 9/21/23

21 Sep 2023

Contributed by Lukas

Cisco’s $28 billion acquisition of Splunk signals where the company wants to go: a legacy tech hardware company trying to pivot to software and serv...

TechCheck+ Instacart CEO Fidji Simo 9/19/23

19 Sep 2023

Contributed by Lukas

CNBC's Dierdre Bosa spoke with Instacart CEO, Fidji Simo, to discuss why now was the time to finally go public and how the company arrived at the deci...

Instacart CEO on Competition and Accelerating Growth Post-Covid 9/19/23

19 Sep 2023

Contributed by Lukas

As more grocers begin looking to build their own delivery networks, what does that mean for Instacart’s competitive moat? The world’s largest groc...

Beware the Blockbuster IPO 9/15/23

15 Sep 2023

Contributed by Lukas

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 ...

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

15 Sep 2023

Contributed by Lukas

Instacart today raised the price range for its upcoming IPO after Arm’s successful debut yesterday, boosting the valuation to around $10 billion dol...

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

14 Sep 2023

Contributed by Lukas

Softbank-backed chip designer Arm's successful listing today could open the IPO floodgates, according to Lux Capital’s Shahin Farshchi. He says the...

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

12 Sep 2023

Contributed by Lukas

The DOJ's landmark tech monopoly trial against Alphabet kicked off today – with the government grilling its first witness Google Chief Economist Hal...

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

11 Sep 2023

Contributed by Lukas

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 inve...

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

11 Sep 2023

Contributed by Lukas

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 subsequ...

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

08 Sep 2023

Contributed by Lukas

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 mill...

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

07 Sep 2023

Contributed by Lukas

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 restrict...

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

06 Sep 2023

Contributed by Lukas

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 ong...

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

05 Sep 2023

Contributed by Lukas

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 ...

The Zombie SPACs 8/31/23

31 Aug 2023

Contributed by Lukas

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 ...

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

30 Aug 2023

Contributed by Lukas

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 ra...

TechCheck+ Dethroning Nvidia 8/29/23

29 Aug 2023

Contributed by Lukas

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 req...

Nvidia’s Hardware and Software Competition 8/24/23

24 Aug 2023

Contributed by Lukas

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...

Nvidia’s High-Stakes Earnings 8/23/23

23 Aug 2023

Contributed by Lukas

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 mi...

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

22 Aug 2023

Contributed by Lukas

Softbank-owned Arm reported declining revenues and narrowing profits in its IPO filing last night, bringing into question whether Softbank founder and...

Previewing Arm’s F-1 8/21/23

21 Aug 2023

Contributed by Lukas

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 $6...

Instacart and Arm Reportedly Planning September IPOs 8/18/23

18 Aug 2023

Contributed by Lukas

Instacart is reportedly planning to go public in September, and though public markets haven't been kind to gig economy companies, Instacart may be dif...

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

17 Aug 2023

Contributed by Lukas

The Information's Jessica Lessin calls it the Musk Distraction Machine - cage matches and incessant memes that are designed to distract us from focu...

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

16 Aug 2023

Contributed by Lukas

Intel is scrapping a $5.4 billion deal for the Israeli chipmaker Tower Semiconductor after failing to get regulatory approval from China, where it der...

Fund Managers’ Tech Trades Revealed in Q2 13-Fs 8/15/23

15 Aug 2023

Contributed by Lukas

Fund managers who leaned into the tech rally and AI hype cycle saw big payoffs, according to this quarter's 13-Fs. Tech-focused funds saw 15% gains ye...

TechCheck+ Opendoor CEO 8/11/23

11 Aug 2023

Contributed by Lukas

Shares of Opendoor plunging 30% since the company reported a steep revenue decline despite managing to turn a profit. Deirdre Bosa speaks with CEO Car...

Disney’s Streaming Price Hikes, Plus X CEO Says Platform is Close To Breaking Even 8/10/23

10 Aug 2023

Contributed by Lukas

Disney posting mixed Q3 results, as CEO Bob Iger laid out a plan to make streaming a key growth driver, including a new focus on its ad-supported tier...

Duolingo CEO on Earnings, Plus ESPN’s Bombshell Deal 8/9/23

09 Aug 2023

Contributed by Lukas

Duolingo is one of the biggest earnings movers of the day after reporting a 62% year-over-year growth in daily active users. Its CEO Luis von Ahn join...

Paramount Earnings Raises the Bar For Disney, Plus the CHIPS Act Turns One 8/8/23

08 Aug 2023

Contributed by Lukas

: Shares of Paramount are lower today despite topping revenue expectations in its Q2 results. The beat raises the bar for Disney, which reports after ...

Doctors Use AI to Fight Burnout, Plus Eric Hippeau on AI Healthcare Use Cases 8/7/23

07 Aug 2023

Contributed by Lukas

Artificial intelligence is now disrupting one of the biggest headaches in healthcare – paperwork. Medical notes take doctors and nurses hours every ...

Amazon’s Blowout Quarter, Plus Opendoor Turns a Profit 8/4/23

04 Aug 2023

Contributed by Lukas

Shares of Amazon are rocketing today, on pace for its best day since November after reporting a blowout second quarter and issuing upbeat guidance. It...

Amazon Earnings Preview: Focus on Cloud, Capex 8/3/23

03 Aug 2023

Contributed by Lukas

Amazon reports after the bell - and investors' eyes are on the cloud. Over the last 6 quarters, growth in its cloud business AWS has slowed significan...

Arm Reportedly Targets $60B-$70B September IPO 8/2/23

02 Aug 2023

Contributed by Lukas

Softbank-backed Arm is reportedly targeting a $60B-$70B September IPO - one of the biggest in tech history. The company licenses out chip designing to...

Uber’s Q2: Profitability, Ad Business in Focus 8/1/23

01 Aug 2023

Contributed by Lukas

Uber just reported its first-ever profitable quarter - but just how sustainable is it? GAAP net income was $394 million, but nearly all of that was du...

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

31 Jul 2023

Contributed by Lukas

The funding and valuation environment for startups remains challenged, but Tiger Global has notched one big, multi-billion dollar exit recently. After...

Special Report: Tech Earnings Scorecard 7/28/23

28 Jul 2023

Contributed by Lukas

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

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

28 Jul 2023

Contributed by Lukas

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 –...

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

25 Jul 2023

Contributed by Lukas

Tech heavyweights Alphabet and Microsoft report second quarter earnings after the bell today, the first that’ll show investors whether the hype arou...

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

24 Jul 2023

Contributed by Lukas

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 position...

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

21 Jul 2023

Contributed by Lukas

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 h...

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

19 Jul 2023

Contributed by Lukas

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 h...

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

18 Jul 2023

Contributed by Lukas

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 ...

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

17 Jul 2023

Contributed by Lukas

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 M...

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

15 Jul 2023

Contributed by Lukas

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 ...

FTC Files Appeal To Pause Microsoft Activision Merger as Deadline to Close Deal Looms 7/13/23

13 Jul 2023

Contributed by Lukas

FTC Chair Lina Khan was grilled today by the House Judiciary Committee over the agency’s increasing court losses. The agency today also filed its ap...

Amazon Prime Day Drives Record Sales, Plus Nvidia In Talks to Anchor Arm’s IPO 7/12/23

12 Jul 2023

Contributed by Lukas

Early Prime Day data looks positive for Amazon, with shoppers spending $6.4 billion on the first day, up almost 6% from last year and making for the s...

Amazon Prime Day Kicks Off 7/11/23

11 Jul 2023

Contributed by Lukas

Amazon Prime Day Kicks Off Description: Amazon Prime Day begins today -- Adobe forecasts the 2-day sales event will drive $13.1 billion in U.S. onlin...

AI’s Existential Threat, Plus Amazon Prime Day Forecast 7/10/23

10 Jul 2023

Contributed by Lukas

Sarah Silverman and other authors are suing Meta and OpenAI over claims of using their content without permission to train chatbots. It raises the que...

Special Report: All Things Tech & AI 7/7/23

07 Jul 2023

Contributed by Lukas

CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app. Hosted by Simplecast, an AdsWizz company. See...

VC Funding Slump Persists, Plus Alibaba Shares Soar After Ant Group Fine 7/7/23

07 Jul 2023

Contributed by Lukas

Despite the hype around generative AI, the funding environment for startups and VCs remains tight according to Pitchbook data. Softbank though is buck...

Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage Law, Plus Amazon Faces Mounting Competition Risks from China 7/6/23

06 Jul 2023

Contributed by Lukas

Gig economy stocks like Uber and DoorDash hit session lows after saying they're suing New York City over a law that raises delivery workers' minimum w...

Jassy Cracks Down on Studio Spending, Plus A New Potential Cloud Restriction 7/5/23

05 Jul 2023

Contributed by Lukas

Amazon CEO Andy Jassy’s tenure has been characterized by greater fiscal discipline, and now he’s reportedly looking to streaming as a way to cut c...

AI Startups Drive Dealmaking Rebound 7/3/23

03 Jul 2023

Contributed by Lukas

AI startups saw a funding explosion this year, with more than 20 generative AI unicorns now in the landscape, according to Pitchbook data. OpenAI back...

AI Investing & Tech IPO's 6/30/23

30 Jun 2023

Contributed by Lukas

In this special report, CNBC's Diedre Bosa discusses money flowing into AI, the lack of tech IPO's and the downstream impact on Bay Area real estate. ...

Number of AI Unicorns Surge, Plus The FTC Plans Amazon Antitrust Suit 6/29/23

29 Jun 2023

Contributed by Lukas

AI startup Typeface announced today it raised $100 million at a $1 billion valuation. It’s the latest in a string of new AI unicorns – a bright sp...

China Narrows Gap in AI Dealmaking Race, Plus Tech IPOs Lag 6/28/23

28 Jun 2023

Contributed by Lukas

There's a race between the U.S. and China to find AI winners at the earliest stages, and so far the U.S. has been way ahead. But China is quickly clos...

AI Deal Making Heats Up, Plus AI Election Impact 6/27/23

27 Jun 2023

Contributed by Lukas

Data is the new gold in the generative AI race - and companies want to harness the power of their own data instead of giving it to ChatGPT or another ...

Big Tech Pullback Warnings, Plus UBS downgrades Alphabet 6/26/23

26 Jun 2023

Contributed by Lukas

Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? ...

Chips Act Eligibility Expands, Plus A Read on the Private Markets 6/23/23

23 Jun 2023

Contributed by Lukas

Suppliers are now able to apply for funding under the Chips Act after the Biden administration broadened the companies that are eligible, 11 months af...

AWS CEO Discusses New AI Innovation Center, Plus FTC vs. Microsoft/Activision 6/22/23

22 Jun 2023

Contributed by Lukas

AWS is investing $100M in a center to help its customers use generative AI, in a push to keep up with rivals Microsoft and Google. Deirdre Bosa sits d...

Alibaba Announces Surprise Leadership Shakeup 6/20/23

20 Jun 2023

Contributed by Lukas

Alibaba announced this morning Chairman and CEO Daniel Zhang will be stepping down from the company, to be replaced with longtime Alibaba veterans Joe...

The Next Seven 6/16/23

16 Jun 2023

Contributed by Lukas

By now we've all heard of the Magnificent Seven - the handful of gargantuan tech stocks responsible for the majority of the market's gains. But we dug...

Adobe Earnings Preview, Plus Lyft Acquisition Rumors Swirl 6/15/23

15 Jun 2023

Contributed by Lukas

Will Adobe earnings after the bell prove it's an AI winner or loser? Bears would argue popular models like Dall-E and Midjourney undermine the company...

TechCheck+ Dot Com vs. AI Mania: Comparing 1999 and 2023 6/13/23

13 Jun 2023

Contributed by Lukas

Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – yo...

Intel’s New Foothold in the Chip Wars, Plus CalSTRS CIO Cautions Against Tech Rally 6/13/23

13 Jun 2023

Contributed by Lukas

Intel is reportedly in talks with Softbank to be a strategic investor to anchor chip designer Arm’s IPO. It could be a way for Intel to work with bi...

Meta Internal Meeting Reveals Jabs at Apple and a Twitter Competitor 6/9/23

09 Jun 2023

Contributed by Lukas

In the battle of the titans, Apple and Meta have long been locking horns on products, privacy, and now the new era of headsets. In leaked audio from a...

Tech’s Return to Office Tactics 6/8/23

08 Jun 2023

Contributed by Lukas

Three different approaches may be emerging for how tech companies are trying to lure employees back into the office. Google – which had been using c...

Data is Gold in AI Race, Plus Roblox CEO on Potential Apple Partnerships 6/7/23

07 Jun 2023

Contributed by Lukas

If "data is gold" in the shift to AI, big tech companies that have been collecting data for decades might have a huge leg up -- if they can balance in...

Sequoia Capital Splits Into Three VC Firms 6/6/23

06 Jun 2023

Contributed by Lukas

Sequoia Capital, one of the world’s largest and most successful VC firms, told investors today it will split into three partnerships, separating its...

Apple Unveils Vision Pro Headset 6/5/23

05 Jun 2023

Contributed by Lukas

There's a lot at stake for Apple as it hits all-time highs the same day it reveals its new mixed-reality headset, the Apple Vision Pro. Even though it...

MongoDB Bucks Cloud Slowdown, Plus Telecom Stocks Fall on Amazon Prime Mobile Report 6/2/23

02 Jun 2023

Contributed by Lukas

Shares of MongoDB are surging almost 30% today after posting an earnings beat and offering strong guidance when its competitors aren’t, bucking the ...

Tech Carries the Market, Plus Previewing Broadcom Earnings 6/1/23

01 Jun 2023

Contributed by Lukas

Big tech has been carrying the market once again; without the 7 megacaps responsible for the market's gains, the S&P would be down for the year, inste...

Nvidia Throws Intel a Bone, Plus Amazon Workers Plan Walkout 5/31/23

31 May 2023

Contributed by Lukas

Nvidia CEO and AI kingmaker Jensen Huang out with a vote of confidence for Intel, saying their test chips “look good.” It could mean advanced chip...

The New FAANG and Predicting the AI Monetization Cycle 5/30/23

30 May 2023

Contributed by Lukas

We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which...

The Week AI Got Real (For Profits) 5/26/23

26 May 2023

Contributed by Lukas

AI is in its peak hype cycle stage, but this was the week it also started to matter to companies’ bottom line. Nvidia’s blockbuster quarter and th...

TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23

26 May 2023

Contributed by Lukas

CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on...

Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23

25 May 2023

Contributed by Lukas

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play t...

Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23

24 May 2023

Contributed by Lukas

Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Net...

Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23

23 May 2023

Contributed by Lukas

The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy ...

Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23

22 May 2023

Contributed by Lukas

Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring back...

Big Tech Props Up The Market 5/19/23

19 May 2023

Contributed by Lukas

We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including ...

Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23

18 May 2023

Contributed by Lukas

Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - wha...

Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23

17 May 2023

Contributed by Lukas

In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it rai...

AI Faces Congress 5/16/23

16 May 2023

Contributed by Lukas

OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed w...

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

15 May 2023

Contributed by Lukas

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 n...

Under-the-Radar AI Picks 5/12/23

12 May 2023

Contributed by Lukas

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 com...

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

11 May 2023

Contributed by Lukas

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. B...

Google I/O Recap 5/10/23

10 May 2023

Contributed by Lukas

Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search.  H...

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

09 May 2023

Contributed by Lukas

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 com...

AI Threatens Ad Industry 5/8/23

08 May 2023

Contributed by Lukas

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 ...

Block CFO & Dropbox CEO weigh in after earnings 5/5/23

05 May 2023

Contributed by Lukas

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 selle...

TechCheck+ AI Roadkill 5/5/23

05 May 2023

Contributed by Lukas

You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could se...

Previewing Apple Earnings Plus Big Tech At The White House 5/4/23

04 May 2023

Contributed by Lukas

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 ...

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

02 May 2023

Contributed by Lukas

Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user growt...

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

01 May 2023

Contributed by Lukas

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 th...

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

01 May 2023

Contributed by Lukas

Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “Whi...