TechCheck

Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to shareholders. Could this be a sign of more to come?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a two-track IPO market. Why the weakest are going public as the strong stay private. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event this year Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blockbuster earnings for Netflix…  Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.