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Some -- though not all -- of the extra hardware, software and services spending currently happening would have likely taken place at a later date.
Roku reports seeing major viewing growth for ad-supported news and entertainment content, and PayPal suggests its remittance business is hitting an inflection point.
Search is still by far Google's most profitable business, and antitrust charges aimed at other parts of Alphabet's empire likely wouldn't have a major profit impact.
Qualcomm is pleased with how Chinese 5G phone sales are trending, while TI is cautious about how customer orders might trend in the near-term.
Giphy monetizes its GIF and sticker-sharing platform via sponsored GIFs that can be shared on Facebook's apps, as well as on third-party platforms such as Twitter and iMessage.
Telcos and cable companies appear to be stepping up their capital spending as COVID-19 lockdowns lead network traffic to spike.
The Chinese tech giant saw gaming, streaming and social media activity spike in Q1. But it also cautioned that activity has been 'normalizing' since March.
Investor enthusiasm for richly-valued tech names might not significantly wane until some downbeat business news starts to arrive.
Business is currently very good for many e-commerce and digital payments firms. But there are reasons to think that growth rates will cool later this year.
There are some big differences between where tech stocks stand today and where they stood in the summer of 2000. But there is arguably one notable similarity.