AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
Alibaba's Revenue Momentum Compares Favorably with Tencent's
The Chinese e-commerce giant soundly beat June quarter estimates while reporting strong for its bread-and-butter Chinese e-commerce operations.
Tencent's Revenue Miss Points to a Mix of Macro and Company-Specific Pressures
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.
Microsoft Is Teaming More With Companies It Shares Common Rivals With
The software giant's partnerships with the likes of Samsung, Walmart, Adobe and Verizon share a common thread.
Broadcom's Strategy for its Symantec Deal Has a Lot in Common with its CA Deal
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.
How Adobe, Salesforce and Others Are Embracing Machine Learning
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.
Facebook Is Taking Steps to Defend Itself Against a Breakup Attempt
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.
NetApp's Warning Is In Stark Contrast to the Strong Growth Seen by Cloud Giants
As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.
Guidance from Samsung and Others Suggests Memory Industry Is Nearing a Bottom
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.
AMD's Soft Guidance Doesn't Put Its Long-Term Story Into Question
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's Earnings Show Why Chip Stocks Could Remain Volatile in the Near-Term
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.
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