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
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.
Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.
There has been a healthy amount of good news for tech companies since mid-March. But some major negatives still exist as well.
While still reporting healthy revenue and billings growth, Slack and some other software high-flyers are also seeing some demand headwinds.