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The Week AI Got Real (For Profits) 5/26/23
AI is in its peak hype cycle stage, but this was the week it also started to matter to companies’ bottom line. Nvidia’s blockbuster quarter and then Marvell showed that AI is creating real revenue right now. But what about the real costs for all those Nvidia customers who are buying silicon to up their server game? We look at the different players and how investors are absorbing the changes.
TechCheck+ Henry Winkler of HBO's 'Barry' 5/26/23
CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on HBO’s “Barry” as the series comes to a close. They discuss Henry’s sources of inspiration while playing the role of Gene, why he says writers are the "beating heart" of every project he’s worked on and how he maintains his “cool” nearly 50 years since his debut as The Fonz on “Happy Days.”
Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23
Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.”
Meta’s Newest Round of Layoffs, Plus Netflix Cracks Down on Password Sharing 5/24/23
Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Netflix begins to roll out its plan to make users pay extra to share accounts.
Yelp Jumps on Activist Investor Letter, Plus Generative AI Use Explodes at Enterprises 5/23/23
The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy bank while the rest of us lose money, thanks to a “puppet board.” Plus, generative AI use has surged at enterprises, according to a new report from data management startup Databricks.
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.