Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Along with its total subscriber adds, keep an eye on Netflix's regional growth rates, as well as its free cash flow guidance and content spending outlook.
Though the chip manufacturing giant is lower post-earnings, there's a lot to like about its revenue and capex guidance, as well as other commentary it shared.
The selloff in speculative tech names likely has further to go. But other tech names could still do well as markets rotate.
The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.
Tech companies likely to see revenue growth inflect higher could continue doing well, as might relatively inexpensive ones that are poised to continue growing.
High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.
One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.
Microsoft owns a slew of assets that it could use to strengthen each business, and it could see strategic value in owning a popular consumer social media platform.
While the Fed and stimulus have clearly played roles, the pandemic's psychological effects on many people have also arguably been a factor.