I'm Julia Borsden, and you're listening to CNBC's Tech Tech. Our show is live weekdays at 11 a.m. Eastern, Tech Check. I'm Carl Cantonia with John Ford. Dear Dr. Dr. Bosa, Julia Borsden.

Today, sometimes breaking up is for the best as GE and J&J announced their splits. What other companies in tech perhaps could benefit from some space?

Plus, options traders pour into Tesla and Amazon, what the data is telling us about where the

Bulls may be hit it next.

Then, Nvidia, up almost 130% this year, why one Wall Street firm is downgrading the stock

today, John.

Yeah, let's start off with those splits.

Johnson and Johnson and Tashiba joining General Electric in revealing plans this week

to break up their multi-billion dollar conglomerates.

There is a cyclical side of this.

Some would say the market rewards size, sometimes, sometimes focus.

But each case is also about a specific company with a specific problem.

And when it comes to tech, a question is, would some of the biggest companies benefit from a breakup?

There's Alphabet with YouTube and the cloud business, Amazon and AWS, and of course, Meta recently

drawing some lines between Facebook and its other entities.

Dee, I don't really think that this is so much cyclical with tech as if you've got an old,

slow growth business that's throwing off cash and then a newer business that investors are more

excited about, sometimes companies feel like they need to separate the two.

Also, if you've got two completely different business models and you're under pressure as a company,

sometimes you can feel like you need to do that. But I mean, I know that analysts and folks, you know,

like to say, oh, you should break this up, you should break that up. But separating YouTube from Google,

they're both advertising-driven businesses. And in this environment with iOS, it seems to me you got some first-party data, some insulation with YouTube, less so with some other businesses. It helps them. Yeah, some good synergies. When you look at the pharmaceutical sector, I mean, this is a trend that's been happening to help each company focus on innovation. Clearly, there isn't that kind of problem when it comes to big tech as the last 18 months have proved. They're able to innovate on a number of fronts and businesses. But there is some pressure, John, which you allude to, and that could be regulatory, right? This is what we've talked about, breakup in terms of big tech. And, Julie, when you look at an Amazon, it's always been talked about for many years.

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