Blockbuster earnings for Netflix… Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s important for Google and Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re making a direct contrast from to the bubble of the late 90s to today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts as they prioritize the shift to AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...
Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitcoin was supposed to be so much more – a revolution, bypassing the traditional financial system with a democratic, decentralized, peer-to-peer electronic cash system for unbanked populations. But Wall Street did what Wall Street does best. This week on TechCheck, how Bitcoin lost by winning. Hosted by...
More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting like public companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to that story this year? It comes back to Europe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, hype and reality. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap tech peers, on its lack of a clear AI strategy. But long-term, Apple could be the dark horse to watch for, especially in the next technological shift that experts say is coming to AI. Its vertical integration of hardware, software, silicon and services gives it an edge. This week on TechCheck, why Apple could be playing the long game better than anyone ...
The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of Google is making itself felt within Google. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match. Is the sector recovering… or is this new lower growth era just the new normal? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the EU. Why, and why Europe? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be disrupted by a generative AI upstart? This week Perplexity raised $74 million from the likes of Nvidia and Jeff Bezos to try to do just that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What it signals about the digital ad landscape and big tech in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble phenomenon, and is AI now bringing the action back to San Francisco and Northern California. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Barclays warns of weakening demand for iPhones Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s China problem & opportunity… how its longtime ticket to success has become a liability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming from a patent dispute over the blood-oxygen sensors in the devices. Intel is getting several billion dollars to build a new chip factory. And OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use ...
CNBC’s Kate Rooney on payments trends for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alibaba reshuffles its executive team as rivals gain steam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today -- Google’s new $700M antitrust settlement & changes coming to the Android ecosystem Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Major news today out of Silicon Valley – Adobe terminating its $20 billion merger with the design software maker Figma. Today: rethinking the environment for major deals in tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The stigma is real. Blue bubbles for iPhone users, green bubbles for those shut out of Apple's walled garden. iMessage has been a way of locking users into the Apple ecosystem for more than a decade. But the exclusionary nature of the battle has since come under fire, and Apple has begun to bend to the green bubble evangelists – just one in a growing number of concessions it's making to appease regulators. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...
AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several models. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A dovish fed… a soft landing… tech stocks are off to the races. But wrapped up in one earnings report last night — everything tech investors fear in 2024. What Adobe is warning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
