Tiernan Ray has been covering technology and business for over 24 years. He was most recently technology editor for Barron's where he wrote daily market coverage for the Tech Trader blog and wrote the weekly print column of that name. He has also worked for Bloomberg and SmartMoney, and for the prestigious ComputerLetter newsletter covering venture capital investments in tech. In addition to TheStreet.com, his writing about artificial intelligence can be seen on ZDNet.com. His work has been published in the New York Times, Fortune magazine, and CNN Money. He is a graduate of Princeton University and a native of New York City.
The chipmaker's shares may well have priced in the absolute worst in earnings outlook already.
A broad tech ban could conceivably mean limiting exports of Qualcomm's modem technology, given that it will be important for future 5G wireless networks, or curbing sales of Nvidia's graphics chips that are essential for machine learning forms of artificial intelligence.
In back-room chatter at conferences, people point out that Verizon and AT&T have indicated they are not planning a big boost in capital expenditures any time soon, signaling that the carriers are content to take a long time to build capacity for 5G.
Investors are strongly favoring enterprise software names over the consumer-facing companies that have recently gone public.
Dr. Venkata Renduchintala outlined how the chip giant plans to becomes nimbler and less 'monolithic' following years of manufacturing stumbles.
Uber shares debut Friday below their offer price and fell further from there, raising the question of whether investors believe the long-term profit model the company has been pitching.
Is Roku's stock cheap or pricey? Either way, there's value in the company's role in the middle of streaming, says its CFO.
Don't dare call it experimentation: an age of artificial intelligence has inspired a kind of business plan by trial and error for giant, cash-rich companies like Google.
Twilio's stock has more than tripled in the past year, and CFO Khozema Shipchandler says the cloud software vendor is continuing to invest for growth.
Juniper Networks is counting on a raft of new products and continued acquisitions to drive growth this year, but the markets for 5G wireless services and 400-gig data center networking are not cooperating at the moment.
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