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Recent Articles By The Author
As Apple and Google respectively deal with softening smartphone and ad demand, mobile app downloads and usage are growing strongly.
Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.
With its latest moves, Microsoft is wagering that it can drive greater usage of apps such as Excel and Teams for non-business purposes.
The Snapchat parent was burning cash going into this year, and it's now likely seeing its ad sales slump and its cloud infrastructure expenses spike.
The social media giant is adding capacity as it contends with record traffic, and is also reportedly in talks to buy a stake in India's biggest mobile carrier.
In fields ranging from food delivery to e-commerce to enterprise software, deep-pocketed tech firms look strategically advantaged right now.
Apple showed off what appears to be a superior 3D depth-mapping solutions, and it also gave the iPad trackpad support.
While the arrival of additional bad news could lead markets to fall further in the near-term, investor sentiment will likely turn before conditions on the ground see big improvements.