CNBC

Joined March 2009
Another one... $AMZN snags the exclusive rights to an NFL playoff game next season. So what will be the fate of linear TV and the cable bundle as sports embraces streaming? @CNBCTechCheck digs in youtube.com/watch?v=LoEhFn2b…
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Laura Batchelor retweeted
LISTEN NOW: Google CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals. Listen and follow the @CNBCTechCheck podcast here: link.chtbl.com/techcheck
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Shein has taken America by storm. Wall Street could be next. The Singapore-based retailer has exploded in the U.S., just as $PDD takes the top e-commerce spot. Our deep dive into how #Shein’s secret sauce includes a spin on its sustainability practices and a key trade loophole.
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The role of the conservative columnist disguised as a neutral moderator will be played tonight by Sean Hannity.
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👀👀 re-examining msft’s deal with openai after today’s news: $13b invested 49% stake no board seat tho 🤔
Ever wonder why Microsoft, Amazon and Google are pouring billions into gen AI darlings like OpenAI and Anthropic? The virtuous cycle of megacaps mega deals
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tldr rising yields impact on: big tech = safe startups = screwed
As the 10-year Treasury yield briefly crosses 5% this morning, rising rates have been painting a very different picture for startups, whose valuations have been in free fall, compared to the megacaps and their cash hoard cushions. @dee_bosa breaks down the impact
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New data from Yipit on Temu and its probable impact on other retailers... for a full deep dive on the threat from Temu check out @CNBCTechCheck piece on Temu's threat to Amazon cnbc.com/video/2023/10/13/wi…
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Laura Batchelor retweeted
Temu seems unstoppable. Despite launching just a year ago, downloads for the Chinese app soared 50x this quarter, while Amazon's dropped 40% in a year. Known for wild discounts and dirt-cheap prices, its goal of infiltrating U.S. consumers is working. Watch our deep dive below.
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as the IPO air comes out of $CART and $ARM ... be sure to watch our @CNBCTechCheck weekly deep dives from last week: beware the blockbuster IPO youtube.com/watch?v=OlfMoGJe…
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As San Francisco struggles with empty storefronts, homelessness and theft, there is new hope that a tech boom driven by artificial intelligence will help revitalize the city. @dee_bosa shares more on Scale AI, whose CEO is bringing employees back to the office.
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new $Lyft David Risher CEO wrapped up his first earnings call in under 45 mins shares under $10/share…. They were priced at $72/share in 2019 IPO
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Laura Batchelor retweeted
Yet ANOTHER leg down.
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It wasn’t an SVB investor bailout. But it was an investor bailout. Our TechCheck weekly piece on who benefits from the Silicon Valley rescue plan: m.youtube.com/watch?v=TgG8v5…
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Sonos CEO on why he called Google a bully: “I think there's certain companies that just trampled on other companies IP … and expect that nobody's going to do anything. I don't think that's right.” full interview here: cnbc.com/video/2023/03/07/so…
Sonos introduces a new lineup -- what do prices signal for the consumer, the market, tech stocks @dee_bosa @ltbatch @Patrick_Spence @CNBC
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The AI headlines kept rolling in this week… check out our breakdown 👇
In the first installment of TechCheck Weekly, a long-form look 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 @dee_bosa @ltbatch @marfgilbert 📺 youtube.com/watch?v=uh1ZvN9Y…
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h/t BofA global research for me, myself and ai
You get some AI! You get some AI! You get some AI! The arms race in tech via @dee_bosa $META $SNAP $ZM $AAPL $GOOGL $MSFT
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New era for @Twitter as Elon takes the reins - @dee_bosa at HQ for the full hour of @CNBCTechCheck
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CFO Ruth Porat outlining Q4 headcount additions will be less than half of what was added in Q3
job cuts? hiring freeze? not for $googl Alphabet *added* nearly 13k employees in Q3. CFO Ruth Porat says they're focused on slowing hiring as part of "optimization process"
🤳@CNBCTechCheck in the wild! Live at the GS Communacopia + Tech. Conference season is back! #natureishealing 🏞
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