Episodios
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As Nvidia turns lower today, Softbank's Masayoshi Son expressed regret over selling his shares too soon - a stake that would have been worth $160B today. He also doubled down on the narrative that he's now going on the AI offensive, with a new strategy built around the company’s crown jewel and largest holding, Arm.
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Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged Nvidia plays through long-leveraged semiconductor ETFs like NVDL and SOXL, according to new data from Vanda. So far, this narrow strategy has been working, with retail outperforming the S&P, but there is risk in being so indexed to big tech and the AI story, and could add to volatility in these names.
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The U.S. Surgeon General is now calling for a warning label to be applied to social media apps, similar to those on alcohol and tobacco products. He says immediate action is needed to protect young people from the potential mental health harms of social media. But the demand would require congressional action, which historically has not acted to curb social media usage in the past. Plus, political deepfakes are now circulating online as election campaigns heat up. We discuss with former North Dakota senator Heidi Heitkamp and a professional of artificial intelligence.
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Apple has now leapfrogged leaders Microsoft and Google in the high-stakes AI race by promising the first killer use of AI - a true personal assistant, in the form of.... the iPhone. Even the stock, once a laggard, has jumped to historic highs, anchored by Apple's singular combination of hardware, software and data. But its biggest edge over AI devices like the Humane pin and Rabbit R1 is that it's already in billions of consumers' pockets. This week on TechCheck, Apple takes the AI lead.
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Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also helping sentiment, outlining how Apple’s AI features will drive hardware sales later this year.
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Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also helping sentiment, outlining how Apple’s AI features will drive hardware sales later this year.
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Apple just debuting its generative AI system Apple Intelligence, integrated with chatGPT that can look across your apps to retrieve, compile and take action on information. But after some of the other tech giants’ flagship products faced backlash, such as Microsoft’s Recall and Google’s AI Overviews, should Apple proceed with caution?
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Silicon Valley investors held a mega fundraiser for former President Trump in the heart of San Francisco - what was once an overwhelmingly liberal bastion of America. It’s the most visible sign yet of a growing circle of tech elites switching camps -- and they’re vocal, emboldened and rich. This week on a special edition of TechCheck, we go to David Sacks’ mansion, as tech shifts to Trump.
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A mega-fundraiser for former president Trump is about to kick off in the heart of San Francisco, what was once a liberal bastion of America, and could raise more than $12 million. Hosted by the prominent venture capitalists David Sacks and Chamath Palihapitiya, the event is an example of a growing circle of tech elites now switching camps – turning against President Biden and warming to Trump.
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It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and calling for a $15B buyback after pushing successfully for changes in early 2020. At the center of the push is that Softbank as a whole’s market value is far less than the sum of its parts: its 90% stake in Arm alone is worth more than $100 billion, far more than its market cap of around $85 billion.
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Elon Musk and Sam Altman are both now facing scrutiny for balancing conflicts of interest with their side ventures. Musk has now seemed to confirm a report that he diverted Nvidia AI chips reserved for Tesla, prioritizing getting them to X and xAI instead, while Altman has a sprawling empire of investments, raising questions of side dealing. The two are also CEOs who best exemplify the Silicon Valley view of the cult of the founder, with some investors willing to look the other way when developing paradigm-shifting technology.
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Spotify is hiking prices for the second time in a year, raising a premium individual plan to $11.99 a month. But not all streamflation is the equal. Users are more loyal to audio services than video – plus Spotify’s main competitors are megacaps like Apple and Amazon, which also have other giant businesses that its audio streaming only compliments.
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Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after users reported getting back questionable and even downright bizarre results. They included suggestions that it was good to eat rocks or to use glue to thicken pizza sauce. But the rollbacks might also signal a new, nimbler Google that's now willing to disrupt traditional Search and make mistakes.
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Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.
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New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now speaking out, pointing to a toxic atmosphere, psychological abuse, sketchy safety practices and more. That, along with a flurry of new deals that ChatGPT inked today aligns with the AI darling’s drive for commercialization and monetization, signaling the growing divide between OpenAI and other startups in the space like Anthropic.
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Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most loyal insiders – including venture capitalists like Andreessen Horowitz and Sequoia, who also invested in his acquisition of X, but also includes institutional support from Fidelity and some new faces.
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CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more.
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CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet research analyst at Jeffries, shares his reaction to Microsoft’s developer conference, the company’s approach to AI, and more.
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CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more.
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Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies themselves. Recent executive moves and hires are showing how AI startups are now focusing more on products, monetization and commercialization.
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