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
In addition to Telsa's deliveries, Wall Street is paying close attention to the company's margins and cash flows, as the reaction to its July earnings report drove home.
During a talk with TheStreet that followed Micron's earnings report, CFO Dave Zinsner indicated Micron now thinks the DRAM industry's 2019 production could be less than what it forecast in June.
Here's a look at a few tech names whose selloffs are arguably overdone.
DRAM price declines remain a headwind for Micron as it starts to see customer demand improve. The company expects better industry conditions in 2020.
STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.
In both consumer hardware and cloud services, Amazon has shown a willingness to make giant R&D investments in order to address nearly any potential customer need.
Intel is reportedly seeing its supply of 14-nanometer notebook CPUs fall short of demand. AMD, meanwhile, is dealing with shortages for one high-end desktop CPU and has pushed back the launch of another.
Memory supply and demand trends, stock buybacks and the fiscal 2020 capex budget are among the things to keep an eye on as Micron reports.
After seeing Apple and Google dominate mobile operating systems, Mark Zuckerberg's firm wants to have a bigger role in how next-gen computing platforms evolve.
Google and Apple are both launching cheap subscription services that provide access to a large library of mobile apps that lack ads and in-app purchases.
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