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The Chinese e-commerce giant soundly beat June quarter estimates while reporting strong for its bread-and-butter Chinese e-commerce operations.
A cautious ad-spending environment, competition from ByteDance and the changing habits of WeChat Pay users weighed on Tencent's top line. Some of these issues are less worrisome than others.
The software giant's partnerships with the likes of Samsung, Walmart, Adobe and Verizon share a common thread.
As is the case with CA, Broadcom wants to significantly cut the spending of Symantec's enterprise security unit and streamline its offerings. But the unit faces a tougher competitive environment than CA's core mainframe software business.
Investments by major enterprise software firms in AI/machine learning features are growing considerably. Chip developers and cloud service providers that make a lot of these investments possibly stand to benefit.
The social media giant is reportedly planning to tie Instagram and WhatsApp's brands more closely to their parent company's as the FTC probes the competitive impact of its acquisitions.
As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.
Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.
While it's understandable that AMD's guidance has sparked profit-taking after a big run-up, the company still looks poised to strongly grow its CPU and GPU sales in various end-markets.
NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.