On The Tape with Danny Moses

The Killer AI Device is Already in 2 Billion Pockets

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CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any rush to go public (18:00)?


Articles Mentioned

  • Apple’s AI killer is... the iPhone (TechCheck)
  • Businesses Want Slower AI Models—And That Might Hurt Nvidia (The Information)
  • Databricks Has an Edge on Snowflake—but It May Not Be as Big as Investors Think (The Information)
  • Apple, Meta Have Discussed an AI Partnership (WSJ)
  • Databricks Has an Edge on Snowflake—but It May Not Be as Big as Investors Think (The Information)


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