Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Recent Articles By The Author
Tech IPO filings, stock offerings and insider sales have all grown in number recently.
Many industry players are still seeing strong growth, even if growth rates have slowed a bit from their Q2 highs.
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's ride-sharing business continues seeing demand gradually improve from its March/April lows. But it's still far below pre-COVID levels.
Roku reported 42% revenue growth and 65% streaming hours growth. But it did caution that the broader TV ad spending environment remains soft.
While valuations are clearly very high for many tech names, investor euphoria might not go away until news flow meaningfully worsens.
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.
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.
More than anything else, the hearings shine a light on how tech giants are looking to defend themselves as antitrust probes continue.
In both 2000 and 2008, many smart investors bought into bullish narratives about high-growth companies that ended up falling apart.