Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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With AMD's stock having blasted off over the last 12 months, investors were looking for full-year guidance that was much better than what analysts were projecting, rather than just a little better.
Valuations for many enterprise software firms remain rich. But like chip companies, their earnings reports generally haven't done much to spoil the fun.
E-commerce and AWS growth rates, shipping expense growth and 2020 spending commentary are among the things to track.
Wearables demand, iPhone sales and services and installed-based numbers are among the things to watch as Apple reports.
The rival chipmakers each indicated that the inventory corrections that weighed heavily on 2019 sales are now largely over.
While Red Hat's growth has accelerated since IBM bought the company, many of Big Blue's other key software and services businesses are still losing share.
Lyft has been gradually taking share from Uber in the U.S., while China's DiDi has been gaining ground in Brazil and Mexico.
The Disney+ effect, regional subscriber growth and 2020 content spending and free cash flow guidance are among the things to track as the streaming giant reports.
The latest estimates from research firm Gartner suggest enterprise software spend could grow at a double-digit rate both this year and next.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.