Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.
For now, companies are mostly refraining from sharing Q2 guidance or signaling what they expect in subsequent quarters. That should change soon.
Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.
Rate cuts and other Fed actions are motivating some tech companies to raise funds or refinance existing debt.
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.
As Apple and Google respectively deal with softening smartphone and ad demand, mobile app downloads and usage are growing strongly.
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.
With its latest moves, Microsoft is wagering that it can drive greater usage of apps such as Excel and Teams for non-business purposes.