TechCheck

CNBC
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Mar 10, 2023 • 35min

TechCheck+ Oscars Preview & The Future of Moviegoing 3/10/23

CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail Berman, producer of Oscar nominated “Elvis” along with Jackie Brenneman from The Cinema Foundation and Matthew Belloni from Puck.
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Mar 10, 2023 • 9min

The Fallout and Failure of Silicon Valley Bank 3/10/23

A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment landscape.
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Mar 10, 2023 • 9min

TechCheck+ Zuckerberg’s Steve Jobs Moment 03/10/23

Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says it’s about more than just righting the cost structure of the business and cutting some payroll – it’s about repositioning the company to take advantage of the next great wave of computing. Couldn’t do this and not mention A.I. once. Can Zuckerberg turn around this ship, and what his relationship with Wall Street can tell us.
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Mar 9, 2023 • 10min

TechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23

CNBC TechCheck Anchor Deirdre Bosa talks with Elliott Robinson of Bessemer Venture Partners about the current market outlook amid rising interest rates and macroeconomic concerns.
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Mar 9, 2023 • 6min

Silvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23

Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech. Deirdre reports, tying together the drama at Silvergate and Silicon Valley Bank, crypto and the startup/private tech company ecosystem. And why might Uber spin out its freight business, and more importantly, why now. 
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Mar 8, 2023 • 4min

Software Buyouts 3/8/23

"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo. 
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Mar 7, 2023 • 5min

MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23

Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to Apple and realizing the complex management blob had undermined talent, velocity and invention.” And SONOS – out with a new high-end connected speaker today. Why did it price it here in this economic environment? We talked to CEO Patrick Spence.
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Mar 6, 2023 • 8min

What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23

Elon Musk's cost-cutting measures impacting enterprise cloud companies, ARM IPO in the US, implications of consumption-based fee models, potential market dynamics and price cuts, strategic importance of ARM in the chip space, and SoftBank's major exit
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Mar 3, 2023 • 8min

Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23

Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this time in the banking world and its hitting a publicly traded stock Silvergate
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Mar 3, 2023 • 7min

TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23

In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it matters for investors.

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