TechCheck

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 week are showing advertising resilience. Plus, an Amazon analyst explains why the market might be underappreciating the stock, despite showing positive Q1 metrics like growing profitability and curbing expenses.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft and Alphabet both report earnings today – key for investors will be what they signal about AI in terms of announcements already made and what’s in store.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 company grew and acquired its way to becoming one of the biggest companies in the world. But today Alphabet finds itself cutting staff and facing new competition from ChatGPT and Bing at a pivotal time. Why that matters, and why maybe it doesn’t matter at all. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla cut prices a half dozen times in the last 6 months, and that cut into margins for the latest quarter. As investors are focused on the COST-CUTTING side of the portfolio and what that will do to earnings, we look at the revenue side and how margins could be squeezed from the top line. PLUS – more numbers and performance from Tiger Global as the private markets in tech catch up to the public ones. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC reported that Google is at work developing its new Pixel phone with a foldable screen – set for a June release and costing in the realm of $1700. Why does Google still invest in phones and physical hardware with such small market share and cost-cuts in other businesses? The answer is in Android and its overwhelming market share, and why it may need leverage in that competition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A bull-bear debate on wall street about Nvidia as Microsoft reportedly starts to work on its own chip production. Plus – a look at the stakes for Netflix earnings and what else Meta is doing outside the metaverse.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deirdre is back with the story of Samsung considering switching from Google as its default search engine. Where’d it think about going? Microsoft Bing of course. Why ChatGPT and Bing could destabilize Google’s Search dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some people love physical buttons, why iPhone might stick with them, and why that’s tanking one hardware company’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.