Deirdre Bosa

Brenda Vangelo, an investment committee member, offers keen insights into market trends, while Alex Kantiewicz, a big technologies expert, analyzes AI advancements changing the tech landscape. Deirdre Bosa, CNBC correspondent, reports on the latest in AI technology, and Malcolm Etheridge shares strategic portfolio moves. They discuss the tech sector's rapid ascent, recent semiconductor gains, and a significant double downgrade of McDonald's stock. The conversation balances market optimism with cautious investment strategies in a dynamic environment.

Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00).Articles mentioned on this podcast: WTF Happened In 2023? Venture Firms Still Writing Small Checks Despite $271 Billion in ‘Dry Powder’ The Unicorn Fire Sales Ahead Obesity Drug Wegovy Cuts Risk of Heart Attacks and Strokes by 20%, Study Shows ---View our show notes hereLearn more about Ro body: ro.co/okayEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Deirdre Bosa, the host of CNBC's TechCheck, joins Dan Nathan to dive into the evolving landscape of AI investments, uncovering the implications of tech giants like Google and Amazon backing companies such as Anthropic. They debate the longevity of generative AI while discussing rapid revenue growth at firms like OpenAI. Later, Michael Dempsey and Jonathan Godwin share insights on using AI in climate tech and advanced materials, all while exploring market dynamics and potential overcapacity in AI infrastructure.

Deirdre Bosa from CNBC's Tech Check joins for a chat on tech trends and finance. They discuss AI excitement in Silicon Valley, NVIDIA's market cap growth, Amazon's AI strategy, Apple's potential AI hardware announcements, and challenges of generative AI startups. The conversation also covers the impact of interest rates on the tech market, PwC's partnership with OpenAI, and the varying AI models available to consumers.

Gene Munster and Deirdre Bosa discuss Nvidia's upcoming earnings, Apple's AI dilemmas, OpenAI departures, Google I/O updates, and the competition between Google and OpenAI for Apple's Gen AI approval. Drama at Amazon adds spice to the tech landscape.

Video journalist Cleo Abram and Packy McCormick, founder of Not Boring, discuss being creators, the concept of 'Huge If True,' writing in long-form, taking feedback, monetization, subscription models, Bitcoin/Crypto, and the Mag7 stocks.

Tech-focused expert Deirdre Bosa discusses topics such as tech stocks starting the year off in the red, Apple's downgrade at Barclay's, the ad model of mega-cap tech companies, rising LinkedIn ad prices, OpenAI's revenue, the AI hype train, the IPO market, and Canva's stock sale.

Deirdre Bosa, CNBC journalist and tech expert, discusses big tech headlines including Oracle sinking on earnings, the potential broadening of the Big Tech Rally in 2024, and Google's delayed Gemini Gains. The podcast also covers tech regulation, the private tech market, and recent funding rounds for AI startups.

In this discussion, Deirdre Bosa, the tech-savvy host of CNBC's Tech Check, joins to explore the future of autonomous vehicles, particularly Tesla's upcoming Robotaxi event. They dive into the crucial aspects of trust and safety in self-driving tech versus traditional ridesharing. The talk also highlights the fierce competition between Tesla and Waymo, along with broader implications for AI advancements. Additionally, the duo examines the rising intrigue around meme stocks and market trends in the generative AI space.

Deirdre Bosa, a CNBC correspondent specializing in technology and transportation, joins David Lefkowitz, Head of U.S. Equities at UBS, to discuss critical market dynamics. They dive into the effects of Tesla’s stock performance and the competitive landscape between Lyft and Uber. The conversation also addresses U.S.-China trade negotiations and the potential impact of tariffs on global trade. Bosa and Lefkowitz analyze consumer sentiment while exploring recovery insights in U.S. equities amidst economic uncertainties.