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Recent Articles By The Author
Wearables shipments are now growing at a sky-high rate, and a slew of companies are getting a lift from their exposure to the space.
Much like Elastic in recent weeks, Stitch Fix's stock was hammered earlier this year amid concerns about competition from Amazon.
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.
Samsung's Galaxy S11 will reportedly have a very powerful rear-camera system. And rivals aren't standing still, either.
The mobile chip giant just unveiled a new flagship mobile processor, along with several other products.
By launching a low-cost Xbox, Microsoft could grow the number of Xbox users it can monetize via game sales and an expanding array of services. AMD could also benefit.
With Sundar Pichai now the CEO of Alphabet, it's possible that the money-losing Other Bets segment will now run a tighter ship and/or see better execution.
While enterprise software firms are still generally reporting good top-line numbers, the group remains in multiple-compression mode -- for now.
During a Tuesday keynote at the annual AWS re:Invent conference, Amazon emphasized the breadth of its AWS service lineup, as well as its investments in custom chips.