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Qualcomm is pleased with how Chinese 5G phone sales are trending, while TI is cautious about how customer orders might trend in the near-term.
Giphy monetizes its GIF and sticker-sharing platform via sponsored GIFs that can be shared on Facebook's apps, as well as on third-party platforms such as Twitter and iMessage.
Telcos and cable companies appear to be stepping up their capital spending as COVID-19 lockdowns lead network traffic to spike.
The Chinese tech giant saw gaming, streaming and social media activity spike in Q1. But it also cautioned that activity has been 'normalizing' since March.
Investor enthusiasm for richly-valued tech names might not significantly wane until some downbeat business news starts to arrive.
Business is currently very good for many e-commerce and digital payments firms. But there are reasons to think that growth rates will cool later this year.
There are some big differences between where tech stocks stand today and where they stood in the summer of 2000. But there is arguably one notable similarity.
Uber and Lyft's cash burn, Microchip's demand commentary and Shopify's GMV growth are among the things that tech investors might want to keep an eye on.
New products, stimulus and remote work/learning purchases are currently boosting Apple's sales. But a healthy macro recovery could be needed to keep the momentum going later this year.
Each tech giant made some positive disclosures about current business trends, but also reported seeing some headwinds and cautioned about near-term uncertainty.