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
@tiernanraytech
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Seagate and Qorvo Weather Tariffs While First Solar Struggles
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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.
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Supply Shocks Impact Tech Giants Earnings Reports
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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?
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AT&T CEO Warns on Consumer Impact of Tech Product Tariffs
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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
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Vertiv soars on AI equipment demand, Tesla tariff resilience
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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,
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Wall Street Cuts Tech Targets Amid Earnings Uncertainty
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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
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ASML’s chip equipment business navigates elevated market uncertainty
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ASML’s business keeps chugging along amidst uncertainty Chip-equipment maker ASML’s numbers don’t even matter in a world of ‘elevated uncertainty,’ where calculating the direct and indirect costs is up in the air. https://
thetechnologyletter.com/the-posts/asml
s-business-keeps-chugging-along-amidst-uncertainty
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IonQ CEO: Quantum Computing’s Commercial Reality and Market Position
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Please enjoy my interview with IonQ’s CEO Niccolo de Masi IonQ CEO: ‘We sell stuff; other people don’t sell stuff’ Quantum computing has been The Next Big Thing for a long time now, and has so far failed to live up to the hype. IonQ CEO Niccolo de Masi, who took over in
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Broadcom’s AI Chip Market Opportunity Through Google TPU Expansion
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Could Broadcom be on the verge of a much larger AI market? Broadcom’s customer, Google, seems to be flipping the script, emphasizing the high-volume market for the custom “TPU” chip. The shift could be very meaningful for Broadcom. https://
thetechnologyletter.com/the-posts/coul
d-broadcom-be-on-the-verge-of-a-much-large-ai-market
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Nvidia and Semiconductor Firms Face Tariff Uncertainty Ahead
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Wall Street’s Best Ideas: Get ready for even more confusion The coming earnings season is going to have a lot of half-hearted, confused forecasts from management at semiconductor companies, including Nvidia, as they struggle to gauge tariffs’ ultimate impact. One analyst is