Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Investments by major enterprise software firms in AI/machine learning features are growing considerably. Chip developers and cloud service providers that make a lot of these investments possibly stand to benefit.
The social media giant is reportedly planning to tie Instagram and WhatsApp's brands more closely to their parent company's as the FTC probes the competitive impact of its acquisitions.
As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.
Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.
While it's understandable that AMD's guidance has sparked profit-taking after a big run-up, the company still looks poised to strongly grow its CPU and GPU sales in various end-markets.
NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.
Facebook, Google and Amazon all reported good numbers for their online ad businesses, as did Twitter and Snap.
Among other things, the web giant reported its ad price declines narrowed substantially and signaled that its Pixel and cloud sales grew strongly.
The electric carmaker's weak earnings report shouldn't be taken as a sign that its demise is imminent. But it is a reminder of why it's hard to trust CEO Elon Musk's many promises.
While regulators would face an uphill fight trying to fully break up tech giants, they could push for the companies to change their business practices in a number of areas.