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.

Deirdre Bosa, an anchor at CNBC's Tech Check and a savvy tech journalist, teams up with Jeff Richards, managing partner at Notable Capital, to explore the dynamic world of technology and investment. They discuss CES highlights, including Nvidia's push for autonomous vehicles and Boston Dynamics' advancements. The duo dives into the evolving landscape of AI, potential risks tied to China's tech growth, and the shifting dynamics in private versus public tech markets. They also forecast the future of IPOs and the influential role of private companies in shaping AI adoption across industries.

Joining the discussion are Steve Weiss, an expert in market valuations and economic trends, Deirdre Bosa, a CNBC correspondent reporting on tech and AI, and Mike Santoli, a senior commentator sharing insights on market behavior. They tackle the stock market's potential trajectory as the Fed meeting approaches. Other hot topics include Waymo's expansion in the rideshare market, and how recent economic data influences investor sentiment. The conversation also touches on market dynamics, innovations in tech, and the implications of the GENIUS act on crypto.

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, a tech correspondent known for her insights on major tech players, discusses Apple’s groundbreaking decision to integrate Google’s Gemini AI into Siri. She explains the implications of this move and how it intensifies competition with ChatGPT. Bosa also analyzes Meta's aggressive infrastructure spending and the strategic hiring of Dina Powell McCormick, emphasizing the challenges this creates amidst its ambitions in AI. Tune in for an enlightening look into the future of tech as Apple and Meta navigate their evolving landscapes.

Deirdre Bosa, a tech reporter with insights into market trends and AI phenomena, discusses the resurgence of China's IPO market spurred by AI innovations, like the model maker Mini Max. She highlights how these developments affect U.S.-China tech competition. China's IPOs are surging as startups seek funding earlier, aided by geopolitical shifts and strategic support from Beijing. Deirdre contrasts public valuation in China with U.S. private equity, shedding light on market dynamics and the growing visibility of Chinese tech firms.

Deirdre Bosa, a technology and business reporter, provides insights into the recent Waymo robotaxi shutdown during a San Francisco blackout. She explains how multiple failures caused the vehicles to halt, highlighting the differences between Waymo's cautious approach and Tesla's improvisational strategy. Deirdre discusses safety trade-offs, regulatory challenges, and the limits of generalization in autonomous driving. She also contrasts Waymo's driverless fleet with Tesla's, emphasizing the role of human safety drivers in the latter.

Deirdre Bosa, a seasoned technology reporter, dives into Alibaba's impressive launch of its consumer chatbot, Quen, which hit 10 million downloads in just a week. She discusses how full-stack systems enhance AI capabilities and Alibaba's strategic control over hardware and cloud services. The conversation also touches on China's efforts to build an independent AI supply chain and the cost advantages that allow Chinese firms to innovate affordably. Lastly, Bosa compares the competitive landscape between Alibaba's Quen and Google's Gemini, highlighting the end-to-end advantages in AI.

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.