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
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.
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.
Big Blue reported strong mainframe and Red Hat growth for Q2. But various other businesses had a rougher time.
Keep an eye on Microsoft's fiscal 2021 commentary, as well as its commercial bookings and its Azure, Windows and Office growth rates.
Whereas rivals are typically fulfilling orders from bricks-and-mortar stores, and using consumer vehicles to deliver them, Amazon is relying heavily on its warehouses and delivery vans.
Google platforms such as Search, YouTube, Android and Maps already have dominant market shares in India. The company undoubtedly wants to keep things that way.
Along with paid subscriber numbers, keep an eye on Netflix's second-half and regional commentary, as well as its free cash flow guidance.
Among the things to watch: How Q3 demand is trending for markets such as smartphones, online advertising, streaming and e-commerce.
While valuations still aren't as high as they got in 2000, a lot of recent investor behavior feels very familiar.
The upcoming Walmart+ service looks like an evolution of the existing Delivery Unlimited service, rather than a genuine Amazon Prime rival.