Giving Palo Alto the benefit of the doubt on the CyberArk deal Investors blanched at Palo Alto’s $25 billion purchase of CyberArk, its largest acquisition ever, and also a deal that’s fairly expensive. I would credit CEO Nikesh Arora with having a fairly thoughtful approach to
@tiernanraytech
-
Musk’s DOGE Effect on Chip Equipment Industry Sparks Speculation
By
–
Will Musk DOGE the chip equipment industry? Wall Street’s Best Ideas: Tiny graphite company soars One of the best signs of a bubble is the rush of tiny companies to issue dubious press releases. Malaysia-based Graphjet glommed onto Elon Musk’s chip news with a press release of
-
Intel Considers Going Fabless Under New CEO Leadership
By
–
Intel going fabless? That’s the takeaway for some The earnings call has convinced some that Intel is going to get rid of its factories as CEO Lip-Bu Tan imposes fiscal discipline. While that’s by no means certain, Tan has given the impression that he will not pursue the
-
Intel Revenue Forecast Surpasses Lowered Analyst Expectations
By
–
Have Intel expectations hit rock bottom? Forecast steps over a very low bar Intel Thursday evening stepped over a very low bar, as the company’s revenue outlook topped the average estimate of analysts, an estimate that has been cut by twenty-two percent in twelve months. The
-
Heavy Industry Digitalization: Samsara CEO on Tech Challenges
By
–
Please enjoy my interview with Samsara CEO Sanjit Biswas Samsara CEO: Cracking the code to heavy industry’s challenges “These are the industries that have been slowest to digitize, not because they're slow but because they're complex.” Tech companies have tried for years to
-
MaxLinear, Alphabet, ServiceNow surge while IBM, Tesla disappoint
By
–
Good news from MaxLinear, Alphabet, ServiceNow, BE Semi but IBM falls and Tesla is plain ‘ugly’ The stars overnight of earnings included improving trends at semiconductor names MaxLinear and BE Semi, and steady results from Google and ServiceNow. IBM’s software sales came up
-
ASML and Taiwan Semiconductor Navigate Tariff Uncertainties
By
–
The TL Podcast for July 20th: Praying for growth As stocks continue to hit new all-time highs, chip-equipment maker ASML let us know that the risk of continued uncertainty from tariffs and trade is by no means over, while Taiwan Semiconductor continues to thrive as a result of
-
ASML CEO Warns Tariffs Wreck Customer Planning Ability
By
–
ASML: All about the tariffs ASML’s CEO, Christophe Fouquet, said he’s “praying” for growth in 2026. But it’s not “peak litho” that is causing concern, it’s peak uncertainty, a clear signal that tariffs and trade are wrecking some customers’ ability to plan.
-
Nvidia’s China Shipment News Drives Stock Market Rally
By
–
Wall Street’s Best Ideas: It’s Nvidia’s world you live in Nvidia’s news that it expects to resume shipping to China has driven stocks higher across many groups, including memory makers such as Micron Technology and China’s Internet giants such as Alibaba, demonstrating the power
-
Nvidia and Tech Giants Hit All-Time Highs
By
–
The TL Podcast for July 14th: Nvidia and other all-time highs Nvidia, Texas Instruments and Microsoft are among stocks hitting new all-time highs. Plus, what to do with CoreWeave and Circle, and an interview with one of the sharpest fund managers in tech.