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Recent Articles By The Author
As chip stocks gain nearly across the board following numbers from Micron that weren't exactly stellar, it's worth remembering how low valuations for many names had gotten.
Regulators appear interested in how Google bundles content from its various services within search results. Such bundling has done much to strengthen Google's hand in the smartphone world.
Qualcomm exec Dean Brenner suggests his company sees a large opportunity to deploy 5G in unlicensed spectrum, and that 5G's technical strengths make it a better choice than Wi-Fi for certain applications.
With the help of an end-to-end technology approach, Qualcomm continues seeing strong design win activity for its RF chips within phones using its 5G modems.
The software giant stopped breaking out cloud revenue last year, and the numbers it just shared suggest the revenue growth rate for its applications software business slowed last quarter.
Thanks to strong secular growth trends and perhaps also share gains against major rivals, Adobe and Salesforce are both reporting very strong growth for their marketing software segments.
Facebook put a lot of work into laying the foundations for its Libra cryptocurrency project. However, its strategy for monetizing Libra is a very long-term one.
Should a T-Mobile/Sprint deal be cleared in return for asset sales, there could be major long-term implications for both wireless and home broadband competition.
Mark Zuckerberg's firm has reportedly won the backing of several major e-commerce and payments players for its planned digital coin. That, in turn, could help the coin avoid seeing a chicken-and-egg dilemma.
The retail giant once hoped Jet.com would help it win over many of the millennials who are hooked on Amazon Prime. But its ambitions for the business are now more limited.