Lumentum and Arista shine despite uncertainty Cloud computing demand for fiber optics and networking is supporting healthy results at both Lumentum and Arista, but both companies are waiting to find out what happens when the tariff pause ends on July 8th. Some companies, such as
@tiernanraytech
-
Palantir Stock Falls Despite Strong AI Growth Numbers
By
–
Palantir sells off despite everything being ‘on fire’ The valuation is insane for Palantir, but the growth numbers keep impressing. The only fly in the ointment is Europe, where they just don’t get it, according to CEO Alex Karp. https://
thetechnologyletter.com/the-posts/pala
ntir-sells-off-despite-everything-being-on-fire
… $PLTR -
HubSpot CEO on AI Value Amid Economic Uncertainty
By
–
Please enjoy my interview with Hubspot CEO Yamini Rangan Hubspot CEO: Making the case for AI in a time of uncertainty Technology has always been pitched as a way to cut costs and boost productivity. That argument should be more relevant than ever at a time of economic
-
Apple Faces Downgrades Amid Tariff Uncertainty in Earnings Season
By
–
Apple is the first big casualty of earnings season Apple received two downgrades on Friday morning, the first stock to fall victim to continued uncertainty over tariffs. Although Amazon’s cloud growth was nothing to write home about, the bulls like its role selling toilet paper.
-
Microsoft Meta cloud results signal economic stability amid tariffs
By
–
Microsoft and Meta: trailing indicators that everything’s just fine Almost no one asked Microsoft’s Satya Nadella about tariffs on the company’s Wednesday conference call. The results of its cloud computing segment topped expectations, a big relief for the Street, and according
-
Seagate and Qorvo Weather Tariffs While First Solar Struggles
By
–
Seagate can handle tariffs, First Solar can’t Both disk-drive maker Seagate and wireless chip maker Qorvo signaled to investors Tuesday that they can withstand punishing tariffs, and their shares surged. First Solar conceded it could lose a lot of business, and its stock sank.
-
Supply Shocks Impact Tech Giants Earnings Reports
By
–
The TL Podcast for April 28th: Tech in the middle of shocking news Economists are talking about the prospect of supply “shocks” for the U.S. as shipments plummet. Can it have any meaning at all for earnings reports this week from Amazon, Apple and Microsoft?
-
AT&T CEO Warns on Consumer Impact of Tech Product Tariffs
By
–
AT&T: ‘We’re all going to learn’ what happens amidst uncertainty AT&T’s CEO, John Stankey, says it remains to be seen how the consumer will deal with a situation where every gadget in their home — TV, phone, laptop — increases in price as a result of tariffs, should that come to
-
Vertiv soars on AI equipment demand, Tesla tariff resilience
By
–
Vertiv soars as its outlook brightens, BE Semi has less-bad news Vertiv, which partners with Nvidia to make AI equipment racks, is seeing its best quarterly forecast in two years, while Tesla’s Elon Musk boasts the company is the ‘least-effected car company’ as far as tariffs,
-
Wall Street Cuts Tech Targets Amid Earnings Uncertainty
By
–
Wall Street’s Best Ideas: Expecting CEOs to say nothing The Street cuts price targets across tech industries in advance of an earnings season in which many CEOs and CFOs may just say nothing at all given uncertainty. Enphase, Axcelis, and Amazon are among names getting the axe