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TechCheck

著者： CNBC
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  • 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.
    2024 CNBC
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あらすじ・解説

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.
2024 CNBC
マネジメント 個人ファイナンス 経済学
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エピソード
  • The 2025 chip trade outlook 12/23/24

    The 2025 chip trade outlook 12/23/24
    2024/12/23

    Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.

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    5 分
  • Next phase of AI takes shape 12/19/24

    Next phase of AI takes shape 12/19/24
    2024/12/19

    Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI.

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    10 分
  • Options boom drives Big Tech volatility 12/18/24

    Options boom drives Big Tech volatility 12/18/24
    2024/12/18

    Mega Caps stocks are popping this month, and the trend is being propelled by more than just traditional trading. We dig into how bullish options activity is driving some of the biggest moves in tech and fueling increased volatility as investors search for more upside.

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    5 分

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