Podcast Episodes
Back to SearchAI Threatens Ad Industry 5/8/23
Investors are trying to price in the downside stock impact of the AI boom, and advertising agencies like WPP, Omnicom Group and Publicis Groupe could…
2 years, 10 months ago
Block CFO & Dropbox CEO weigh in after earnings 5/5/23
Block CFO Amrita Ahuja discusses the company’s earnings, cash app growth, and how worked it with regulators about the issues raised in a short seller…
2 years, 10 months ago
TechCheck+ AI Roadkill 5/5/23
You’ve heard about the AI winners – Microsoft, Google, Nvidia and others leading the shift. But what about AI roadkill? The companies who could see t…
2 years, 10 months ago
Previewing Apple Earnings Plus Big Tech At The White House 5/4/23
Apple is set to report earnings after the bell today, but calling it just a hardware or software company is stale. Instead, Deirdre Bosa explains why…
2 years, 10 months ago
Chegg Shares Sink on ChatGPT Threat, Plus AI’s Larger Impact on Business and Society 5/2/23
Chegg shares were cut nearly in half after its CEO described how students have increasingly turned to ChatGPT in recent months, hurting new user grow…
2 years, 10 months ago
Softbank’s Arm Files For IPO & How Google Lost Its Edge to OpenAI 5/1/23
Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the…
2 years, 11 months ago
TechCheck+ The Creators of HBO's Watergate series 'White House Plumbers' 5/1/23
Carl Quintanilla sits down with Alex Gregory and Peter Huyck, co-creators, writers and executive producers behind HBO’s five-part mini-series “White …
2 years, 11 months ago
Digging into Snap, Pinterest, and Amazon earnings 4/28/23
Snap and Pinterest stock are both plummeting today as they warn of ad revenue challenges ahead – even though other big tech names that reported this …
2 years, 11 months ago
AI’s Proving Ground, Plus Microsoft & Alphabet Earnings 4/25/23
Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and wh…
2 years, 11 months ago
TechCheck+ Google on Defense 4/21/23
Is something happening to Google’s dominance? For two decades it enjoyed one of the best business models in history – search. The stock boomed. The c…
2 years, 11 months ago