Needham cuts price target on Micron
Needham analyst Rajvindra Gill joins ‘TechCheck’ to discuss why he cut his price target on Micron and lowered estimates across mobile and PC suppliers. For access to live and exclusive video from CNBC subscribe to CNBC PRO: » Subscribe to…
Read More »
China lockdowns could cost Apple up to $8 billion
CNBC’s Steve Kovach reports on a potential slowdown to Apple’s growth caused by China’s Covid lockdowns.
Read More »
Jim Chanos may not be aware demand has never been stronger for data centers, says Digital Realty CEO
Bill Stein, Digital Realty CEO, joins ‘TechCheck’ to discuss what Jim Chanos is getting wrong about data centers, Stein’s outlook on rental rates and how the company can increase returns on incremental capital deployed.
Read More »
A recession doesn’t scare us, a capital cycle does, says Neuberger Berman’s Ramanan
Hari Ramanan, Neuberger Berman CIO of global research strategies, joins ‘TechCheck’ to discuss how tech operations have changed, what the change in operations mean for Ramanan’s investing thesis and more.
Read More »
TikTok should be booted from app stores because of data gathering concerns: FCC’s Brendan Carr
Brendan Carr, FCC commissioner, joins ‘TechCheck’ to discuss what Carr suspects TikTok’s collected data is being used for, what the rest of the FCC committee has said on the issue, and if there’s a double standard towards companies in China…
Read More »
Upward pressure on yields is negatively effecting the tech complex, says Wedbush’s Manuelian
Sahak Manuelian, Wedbush Securities head of equity trading, joins ‘TechCheck’ to discuss what the rollover in agriculture and industrial metal prices means for technology, if investors need to be cautious about Q2 earnings and more.
Read More »
We’ll see a different deal market in the next 3-4 years, says Bain and Company’s Cashman
Michael Cashman, Bain and Co. partner and financial technology M&A specialist, joins ‘TechCheck’ to discuss what differentiators are most important in the financial technology space, why Robinhood’s user base hasn’t bought into diversified financial products and more.
Read More »
Jefferies’ Brent Thill upgrades Snowflake to buy
Brent Thill, Jefferies, joins ‘TechCheck’ to discuss the company’s upgrade of Snowflake to buy, how Snowflake’s fundamentals may worry investors and more.
Read More »