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Beyond the impacts of the pandemic, the political environment and its impact on potential policy have taken center stage.
Equity markets have run wild since Oct. 30, and it is the more economically sensitive indices that have really taken flight.
Continue to hold longs previously recommended.
For now, consumer spending on notebooks, games, streaming services and a slew of other tech products and services isn't letting up.
If financial markets any indication, a lot must be expected from Fed Chair Powell Thursday morning. Plus, two guys to never bet against.
Next week is the last full week of August and the start of the last two weeks of the summer given how the Labor Day holiday falls this year. If you were expecting a quiet week on the earnings front, you may not want to read what I have to share next...
The last time I was helming the Diary, I touched on the prospects for the 2020-2021 school year to shift online. Indeed, in recent days we've seen a number of universities announce they were joining the ranks of grade and high schools that are only ...
Personal Income in June dropped 1.1%, more than the expected 0.5% decline. This will add to the concerns I shared earlier about the consumer's ability to spend during what is normally the Back-to-School shopping season as economic stimulus payments ...
The magnitude of the large daily per share and market cap dollar gains in Tesla , Amazon , etc. is now comparable, and in certain cases more extreme, than what occurred in the dot.com era. What is forgotten is that large cap technology joined the s...
Like eBay's spinoff of PayPal, a Dell spinoff of VMware could both unlock shareholder value and strategically benefit the spun-off company.
Macro pressures, new AMD CPU launches and Apple's plans to ship its first Macs containing its own processors are all potential headwinds.
WDAY looks ready to break out as traders weigh wether markets are now overbought after this 2-day run.
In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.
Rate cuts and other Fed actions are motivating some tech companies to raise funds or refinance existing debt.
What we have witnessed in recent days would be Wall Street and corporate America in aggregate finding great difficulty in quantifying what is clearly at this point, unknowable.
A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.
Reports suggest Dell Technologies is nearing a deal to sell its RSA cybersecurity business to technology focused private equity firm STG Partners LLC for more than $2 billion. This continues the hot streak of cybersecurity deals of late that not on...
The latest estimates from research firm Gartner suggest enterprise software spend could grow at a double-digit rate both this year and next.
Intel CPU shortages and the end of a business PC upgrade cycle are both likely to weigh on near-term PC demand.
Let's check a key difference between the late '90s and now, and why it's hard to get excited over this market.
AMD's latest notebook processor launches put it on much stronger footing in the market for 15-watt processors going into ultrabooks and other thin-and-light notebooks.
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
Let me take a stab at what's going on here.
The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.
China honors November 11 with an e-commerce extravaganza due to set one-day sales records. However, China's stock markets take a hit due to Hong Kong 'hitch.'