Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Recent Articles By The Author
While some growth stocks have been bid up to extreme valuations, others could look intriguing if markets see a meaningful downturn.
Macro pressures, new AMD CPU launches and Apple's plans to ship its first Macs containing its own processors are all potential headwinds.
Along with its anticipated plans to migrate away from Intel's PC CPUs, Apple revealed a number of UI and feature improvements for its operating systems and apps.
Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.
A planned infrastructure bill reportedly includes some funds for 5G and rural broadband spending, while another bill seeks to boost U.S. chip manufacturing capex.
While Shopify's platform and partnerships make it a disruptive force, Amazon Prime and Amazon's warehouse and logistics infrastructure are still one of a kind.
AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.
Should COVID-19 significantly depress economic activity in the second half of 2020, companies seeing only moderate top-line pressures right now could see their sales drop more sharply.
With more ways to differentiate processors, chip markets are fragmenting and R&D activity is growing.