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
The Electric Car Frenzy Brings to Mind Past Solar and 3D Printing Manias
The current hype surrounding U.S. and Chinese electric car upstarts brings to mind past manias involving promising technologies that were seeing growing adoption.
Cisco Jumps on an Earnings Beat and Better-Than-Expected Guidance: 6 Takeaways
The networking giant reported another quarter of large hardware revenue declines, but did suggest demand is improving.
Why the Selloff in Chinese Tech Stocks on Antitrust Fears Might Be Overdone
Changing the business practices that have been criticized by Chinese antitrust regulators might not carry a massive financial hit, and past selloffs on regulation fears proved to be buying opportunities.
5 Thoughts on Apple's M1 Processor and New Macs
The M1 strengthens the competitiveness of the low end of Apple's Mac's lineup. But fully transitioning away from Intel CPUs will still take time.
What Stood Out in Earnings Calls from Roku, Expedia, PayPal and Others
This week's earnings reports and calls brought positive disclosures about online video and payments trends, and more mixed disclosures about online travel.
Why Tech Stocks Are Soaring Today -- And Why the Gains Might Be Excessive
Markets seem to be betting that divided government will keep much of the policy and interest rate status quo intact for tech. But valuations are still high, and there are other risks out there.
Business Is Still Good for Skyworks, Cirrus and Other Mobile Chip Suppliers
Following Apple's earnings report -- and ahead of Qualcomm and Qorvo's reports -- three mobile chip suppliers forecast strong Q4 demand.
Intel's 10-Nanometer Challenges Spell a Tougher Fight Against AMD and Others
Based on what has been disclosed and reported to date, Intel seems to be dealing with some difficult technical tradeoffs as it launches 10nm PC and server CPUs.
Tech Stocks Might Be at a Crossroads Right Now
While earnings season has mostly yielded good news from tech companies, markets are clearly starting to become more uneasy about high valuations and macro risks.
Earnings Season Has Mostly Looked Good for Chip Suppliers
While Intel stumbled, other major chip developers and manufacturers have been generally upbeat amid strong end-market demand. And M&A activity is on the upswing again.
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