AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
SAP and Microchip's Pre-Announcements Are a Likely Sign of Things to Come
In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.
Earnings Season Is Likely to Be Volatile as Companies Get More Candid
For now, companies are mostly refraining from sharing Q2 guidance or signaling what they expect in subsequent quarters. That should change soon.
5 Types of Companies Getting a Boost from Higher Gaming Activity
Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.
Tech Firms Such as Broadcom and Workday Are Still Able to Tap Credit Markets
Rate cuts and other Fed actions are motivating some tech companies to raise funds or refinance existing debt.
Tesla's Gains Might Say a Lot About What Markets Are -- and Aren't -- Pricing In
Markets appear to be pricing in a lot of bad short-term news for richly-valued companies such as Tesla, but perhaps not much risk related to potential longer-term macro headwinds.
Strong App Store Activity Could Prove a Silver Lining for Apple and Google
As Apple and Google respectively deal with softening smartphone and ad demand, mobile app downloads and usage are growing strongly.
Smartphone Demand Appears to Be Getting Hit Hard
With retail stores shut and many consumers viewing smartphone upgrades as discretionary purchases, signs are mounting that smartphone demand has fallen sharply in recent weeks.
Richly-Valued Tech Firms Could See Multiples Drop if There Isn't a Fast Recovery
Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.
Microsoft Has No Problem Blurring Lines Between Consumer and Enterprise Software
With its latest moves, Microsoft is wagering that it can drive greater usage of apps such as Excel and Teams for non-business purposes.
Some Tech Stocks Have Run Up Too Fast This Week
This week's rally has yielded big gains for many companies that are seeing demand plunge right now and could take a while to see business fully recover.
Oops!
We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.
Please Join or Log In to Email Our Authors.
Email Real Money's Wall Street Pros for further analysis and insight
Already a Subscriber? Login