I'm Julia Borsden and you're listening to CNBC's Tech Check.

Our show is live weekdays at 11 a.m. Eastern, listen in.

Good Thursday morning. Welcome to Tech Check. I'm Dear Debozo with John Fort. Carl has the morning off.

And what an hour we have for you. In the next 60 minutes, you are going to hear from five CEOs.

Qualcomm, Service Now, Cheg, HBE, and C3 AI. Those last two stocks, they're going to crush post-earnings

results. Both companies missing on guidance. That's a theme you're going to hear more about this

hour. Plus, speaking of high-profile Silicon Valley names, Charles Sandberg is out at Meta.

We've got the guy who set her up

with Mark Zuckerberg 14 years ago coming up. But we got to start with Microsoft cutting its

outlook after saying unfavorable foreign exchange rates will negatively impact both earnings and

revenue, a message we heard just last week from Salesforce CEO, Mark Benioff, and one John that

shouldn't be all that

surprising since Microsoft even flagged it earlier, but we're seeing this come through in the

guidance, so you've got to wonder what companies are next. Of course, tech as a sector,

has huge exposure to foreign exchange vulnerabilities. Yeah, this seems to me, D, Like one that's more important, this bit of news from Microsoft,

it's more important to the market and tech writ large

than it is to Microsoft itself.

I mean, you see the stocks only down, you know,

two and a third percent, I think it is so far,

which, I mean, given that they took some numbers down,

it's about what you would expect.

Maybe people were hoping that they wouldn't.

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