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
This Week's Tech Earnings Calls Included Some Cautious Second-Half Comments
While many tech companies topped their Q2 sales and earnings estimates, some made it clear that they're not out of the woods yet.
Uber Slides After Mixed Results and Commentary: 5 Key Takeaways
Uber's ride-sharing business continues seeing demand gradually improve from its March/April lows. But it's still far below pre-COVID levels.
Roku Slides in Spite of a Strong Q2 Beat: 6 Key Takeaways
Roku reported 42% revenue growth and 65% streaming hours growth. But it did caution that the broader TV ad spending environment remains soft.
Large-Cap Tech Firms Have Mostly Delivered the Goods This Earnings Season
While valuations are clearly very high for many tech names, investor euphoria might not go away until news flow meaningfully worsens.
TikTok Can Fill a Hole in Microsoft's Consumer Portfolio -- If Handled Right
TikTok could give Microsoft the kind of large-scale consumer mobile footprint it has wanted for years. And Microsoft in turn has some assets that TikTok could find useful.
6 Thoughts on Nvidia's Reported Interest in Buying ARM
The GPU giant could see value in ARM's large mobile footprint and budding server CPU efforts. But a deal would also present some challenges.
Tech Antitrust Hearings Don't Change the Status Quo Much
More than anything else, the hearings shine a light on how tech giants are looking to defend themselves as antitrust probes continue.
How Bubbles Involving High-Growth Companies Can Take in Experienced Investors
In both 2000 and 2008, many smart investors bought into bullish narratives about high-growth companies that ended up falling apart.
Intel's Manufacturing Setback Must Be Music to AMD and TSMC's Ears
The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.
6 Key Takeaways from Texas Instruments' Earnings Report and Call
The analog chip giant topped estimates and issued above-consensus guidance. But it also cautioned that macro pressures might take a while to go away.
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