Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.
One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.
Microsoft owns a slew of assets that it could use to strengthen each business, and it could see strategic value in owning a popular consumer social media platform.
While the Fed and stimulus have clearly played roles, the pandemic's psychological effects on many people have also arguably been a factor.
Recent vaccine-related data is encouraging, and the stage is being set for a major second-half surge in travel, dining and live events spending.
Competition from AMD and ARM CPU developers looks set to take a toll over the next two years. But Intel could be in better shape in 2023 if its new CEO is ready to make some tough choices.
The streaming giant's numbers and commentary were arguably just good, rather than amazing. But with its stock having underperformed for months, that's all that markets needed.
The hack stands to drive an uptick in corporate and government spending to protect both on-premise and cloud assets.
While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.