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Recent Articles By The Author
Whereas Google is betting on cloud gaming alone, Microsoft is taking a more practical approach to supporting the technology.
In terms of performance and range, Ford's Mustang Mach-E looks fairly competitive with Tesla's upcoming Model Y crossover. But Tesla does have strengths in other areas.
Though HP says it's still open to some kind of deal with Xerox, the deal that Xerox proposed would carry major financial risks on top of all the execution and revenue growth risks any kind of merger between the firms would carry.
During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.
Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.
The retail giant reported another quarter of strong e-commerce growth that was driven in large part by its online grocery business. Amazon is responding to this challenge in a couple of different ways.
Cisco blamed its light guidance on macro headwinds. But as its own numbers show, software and security spending is holding up better than hardware spending in this environment.
When businesses such as Google Maps, Waymo and the Google Cloud Platform get valued on their own, the valuation given to Google's main profit engines looks fairly cheap.
Cloud demand trends, gaming GPU sales and Mellanox deal commentary are among the things to watch as Nvidia reports.