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=LoEhFn…
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Laura Batchelor
285 posts
Laura Batchelor retweeté
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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Laura Batchelor retweeté
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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Laura Batchelor retweeté
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
🤔
Deirdre Bosa@dee_bosa
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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new data show $AAPL is losing China consumers to Huawei, according to @IDC and GfK
our @CNBCTechCheck weekly digs into Apple's relationship with China - how its ticket to success has become a liability
cnbc.com/video/2023/10/…
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Laura Batchelor retweeté
tldr rising yields impact on:
big tech = safe
startups = screwed
TechCheck@CNBCTechCheck
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/…
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Laura Batchelor retweeté
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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Laura Batchelor retweeté
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=OlfMoG…
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Laura Batchelor retweeté
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 retweeté
Laura Batchelor retweeté
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/…
TechCheck@CNBCTechCheck
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 👇
TechCheck@CNBCTechCheck
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=uh1ZvN…
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h/t BofA global research for me, myself and ai
TechCheck@CNBCTechCheck
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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CFO Ruth Porat outlining Q4 headcount additions will be less than half of what was added in Q3
Deirdre Bosa@dee_bosa
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"
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