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While valuations are clearly very high for many tech names, investor euphoria might not go away until news flow meaningfully worsens.
TikTok could give Microsoft the kind of large-scale consumer mobile footprint it has wanted for years. And Microsoft in turn has some assets that TikTok could find useful.
The GPU giant could see value in ARM's large mobile footprint and budding server CPU efforts. But a deal would also present some challenges.
More than anything else, the hearings shine a light on how tech giants are looking to defend themselves as antitrust probes continue.
In both 2000 and 2008, many smart investors bought into bullish narratives about high-growth companies that ended up falling apart.
The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.
The analog chip giant topped estimates and issued above-consensus guidance. But it also cautioned that macro pressures might take a while to go away.
Big Blue reported strong mainframe and Red Hat growth for Q2. But various other businesses had a rougher time.
Keep an eye on Microsoft's fiscal 2021 commentary, as well as its commercial bookings and its Azure, Windows and Office growth rates.