Eric Jhonsa is TheStreet's technology columnist. He previously handled Seeking Alpha's tech news coverage, and before that was a writer for The Motley Fool.
Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
Follow Eric on Twitter: @EricJhonsa
The performance of Amazon's main reporting segments, its margin and spending growth and its commentary about antitrust probes are among the things for investors to watch.
Though it would likely take a while for Apple to begin using its own 5G modem, doing so could yield major cost savings and also carry other benefits.
The electric car maker's full-year deliveries guidance is worth monitoring, as is its cash-flow outlook and automotive margins.
Much of the money that Microsoft is investing in startup OpenAI will likely go towards AI computing systems featuring Nvidia GPUs.
Keep an eye on the social media giant's revenue growth and spending outlooks, as well as its active user figures and any commentary shared about its stories services.
Wall Street's cool response to Microsoft's strong earnings report, and its harsh response to SAP's mildly disappointing report, shows that many enterprise software stocks are now dealing with a small margin of error.
The software giant beat estimates with the help of strong corporate demand for a number of different products and services. And it struck an upbeat tone about the upcoming fiscal year.
TheStreet's Eric Jhonsa delves into Microsoft's June quarter earnings report and call with analysts.
The chip manufacturing giant issued upbeat Q3 sales guidance and forecast this year's capital spending will be at the high end of a prior guidance range.
The software giant's Azure, Office and Windows growth rates are worth watching, as is any commentary it shares about its fiscal 2020 outlook.
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