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Recent Articles By The Author
While Intel stumbled, other major chip developers and manufacturers have been generally upbeat amid strong end-market demand. And M&A activity is on the upswing again.
E-commerce advertising remains strong, and it looks like brand ad spend rebounded sharply as Q3 progressed.
While a lot of cloud-related enterprise tech spending still looks healthy, on-premise hardware and software spend is getting stung by both secular trends and macro pressures.
Keep an eye on Azure, Windows, Office and gaming growth rates, as well as commercial bookings growth.
If a tech company can sell a narrative of runaway long-term growth, it's getting richly rewarded. But if the narrative starts getting questioned, things can turn ugly in a hurry.
Demand for PCs, tablets and gaming hardware all still look quite strong. And smartphone sales are gradually picking up.
Keep an eye on comments shared about Q4 demand trends, movie licensing activity and the expected 2021 impact of production halts.
Fastly's big run-up in the weeks prior to its warning is a cautionary example of how many tech stock moves have had little to do with an informed analysis of a company's fundamentals.
While 5G took the spotlight, the iPhone 12 line's camera improvements might ultimately be a bigger draw for many consumers.
Though a lot of additional work needs to be done, new CEO Arvind Krishna seems to understand that major structural changes are necessary for IBM to hit its organic growth target.