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
Chip equipment and memory stock particularly look more attractive now.
With telecom capex still under pressure amid 5G rollout delays, equipment suppliers might find consolidation to be the best path to profit growth.
Valuations look appealing for some U.S. Internet companies that have joined equity markets in selling off over the last week.
The opening of Amazon's first cashierless supermarket highlights one of its competitive strengths. But Walmart has a major strength of its own.
The chip giant's newest Xeon server CPUs are often more than 20% cheaper on a per-core basis than comparable chips launched in 2019, and also pack other improvements.
With a business model very different from that of most cloud/SaaS peers, it took a while for markets to appreciate Dropbox's long-term value.
Though very different companies, Nvidia and Netflix's 2018/2019 selloffs and subsequent rallies each carry lessons about maintaining a sense of perspective when bad news arrives.
A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.
Following Nvidia's latest earnings report, CFO Colette Kress talked with TheStreet about her company's server GPU momentum and the gaming trends it's seeing.
While coronavirus uncertainty is a near-term overhang, Alibaba continues delivering impressive top-line growth for a number of businesses.