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TechCheck

De: CNBC
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  • Resumen

  • Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
    2025 CNBC
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Economía Finanzas Personales Gestión Gestión y Liderazgo
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Episodios
  • The Rise of AI Vibe-Coding 5/5/25

    The Rise of AI Vibe-Coding 5/5/25
    May 5 2025

    One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.
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    7 m
  • Big tech earnings signal tariff resilience 5/2/25

    Big tech earnings signal tariff resilience 5/2/25
    May 2 2025

    As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.

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    5 m
  • Meta, Microsoft boost AI bulls 5/1/25

    Meta, Microsoft boost AI bulls 5/1/25
    May 1 2025

    AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems.

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    6 m
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