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
Though a couple of numbers in Roku's latest earnings report disappointed, the company still has a lot of headroom to monetize a large, rapidly growing and highly engaged user base.
As the smartphone and tablet markets contend with declining sales, Apple seems eager to signal that its growth strategy is no longer tied to unit shipments.
All three companies reported seeing user growth pressures in North America for popular services.
iPhone volumes and pricing trends, services growth and potential margin upside are among the things to watch as Apple reports.
AMD's post-earnings plunge, and Intel's post-earnings gains, arguably serve as a reminder to stay aware of short-term trends as one bets on big long-term changes.
The cyclical downturn that TI and STMicro appear to be seeing isn't the end of the world for chip stocks. But trade tensions complicate matters.
Among other things, the JV is for now the sole manufacturer of a cutting-edge memory technology that could be widely used in enterprise and cloud data centers.
While not perfect, Lam and ASML's sales outlooks suggest fears of a major chip equipment spending downturn currently look excessive.
Software growth, margin trends and China commentary are among the things to watch as Big Blue reports.
A number of quality chip companies now sport dividends above 2%. Here's a look at a few of them.