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Therese Poletti"s Tech Tales: The memory game: Chip companies giving mixed signals about a rebound

Memory stores what has happened in the past, but can’t tell you what will happen in the future. It seems the same is true of memory companies......»»

Category: topSource: marketwatchAug 13th, 2019

Therese Poletti"s Tech Tales: The promise of a magical rebound for tech comes with little evidence to back it up

Chip companies began stirring fears that the tech boom of the past decade is coming to an end last earnings season, when they began forecasting a downturn that has turned into the first chip slowdown .....»»

Category: topSource: marketwatchMar 8th, 2019

Therese Poletti"s Tech Tales: IBM plays a confusing game to claim stronger cloud business

IBM Corp., like Oracle Corp., is giving investors confusing information about its cloud computing revenue, trying to show its business in the biggest, best possible light......»»

Category: topSource: marketwatchJan 23rd, 2019

Therese Poletti"s Tech Tales: Two struggling industries could demolish tech’s earnings season

Mixed signa.....»»

Category: topSource: marketwatchOct 27th, 2019

Therese Poletti"s Tech Tales: From a fake George Soros fund to cloud-controlled robots, Chinese IPOs are getting even scarier

A new batch of Chinese companies hope to raise about $1.8 billion by going public in U.S. markets in the next few weeks, after a hiatus caused by trade war jitters......»»

Category: topSource: marketwatchJul 21st, 2019

Therese Poletti"s Tech Tales: Tech earnings are a test amid tumultuous times, and all the chips are on the table

As Wall Street gets ready to see how tech companies fared in the second quarter, the mantra about a ‘better second half’ is likely going to be a refrain in company conference calls.....»»

Category: topSource: marketwatchJul 12th, 2019

Therese Poletti"s Tech Tales: D.C. is finally paying attention to scary Chinese stocks, but Wall Street may pay the consequences

U.S. regulators are finally paying attention to the risky issues associated with Chinese companies publicly listed in the U.S., but the proposed solution could actually be more harmful to U.S. investors......»»

Category: topSource: marketwatchJun 25th, 2019

Therese Poletti"s Tech Tales: Can Facebook, Apple and Google keep powering tech’s growth?

As large tech companies report first-quarter earnings in a flood of results during the next two weeks, they face a major test: Will they continue to post huge growth, and fuel further overall gains for the market, or settle into a more mild adulthood?.....»»

Category: topSource: marketwatchApr 21st, 2018

Therese Poletti"s Tech Tales: The tech IPO market is back, thanks to boring, old cloud-software companies

So far this year, most of the biggest and best performing tech IPOs are from companies you have probably never heard of, yet they have found outsize success in a market with pent-up demand for high-growth tech companies, no matter their age......»»

Category: topSource: marketwatchApr 30th, 2018

Therese Poletti"s Tech Tales: IPO boom has opened the window for some scary companies

A stunning number of companies are trying to jump through the current hot market for initial public offerings, but investors would be wise to watch for rats hoping to sneak in amid the torrent......»»

Category: topSource: marketwatchJul 9th, 2018

Therese Poletti"s Tech Tales: Ho hum, just another quarter of 20%+ earnings growth for tech

As tech companies continue to dominate Wall Street, with four now standing alone with valuations of more than $800 billion, gigantic growth is priced in and expected. All the drama is in the forecasts......»»

Category: topSource: marketwatchJul 17th, 2018

Therese Poletti"s Tech Tales: With 20%+ earnings growth baked in, the drama for tech this quarter will be in the forecasts

As tech companies continue to dominate Wall Street, with four now standing alone with valuations of more than $800 billion, gigantic growth is priced in and expected. All the drama is in the forecasts......»»

Category: topSource: marketwatchJul 17th, 2018

Therese Poletti"s Tech Tales: Apple and other tech companies sound the alarm on Trump’s China tariff plans

Appl.....»»

Category: topSource: marketwatchSep 11th, 2018

Therese Poletti"s Tech Tales: Why AMD believes it can challenge Intel in servers

Advanced Micro Devices Inc. is hoping that once again, by leapfrogging chip giant Intel Corp. with what it believes is better technology, it will gain back its lost share in the server market.....»»

Category: topSource: marketwatchSep 28th, 2018

Therese Poletti"s Tech Tales: Trump’s tariffs against China are hurting U.S. tech companies instead

The latest tariffs enacted by the Trump Administration against China are not expected to help solve the problem of intellectual property theft from American companies and instead could hurt U.S. companies, including many in the technology sector......»»

Category: topSource: marketwatchOct 11th, 2018

Therese Poletti"s Tech Tales: You should be worried about tech stocks, and here’s why

After three weeks of tech earnings report, we have seen major tech companies like Apple Inc. and Amazon.com Inc. get hammered after poor forecasts, but the real danger for tech is being voiced by companies that are not as well-known......»»

Category: topSource: marketwatchNov 2nd, 2018

Therese Poletti"s Tech Tales: Chinese IPOs raked in $9 billion in U.S. cash, then promptly fell 13% on average

In China, the number 8 is a omen of good luck and prosperity. Indeed about 30 Chinese companies reaped over $9 billion in capital, going public in the U.S. markets in 2018, but the investors in many of these deals have not fared as well......»»

Category: topSource: marketwatchDec 31st, 2018

Therese Poletti"s Tech Tales: Tech companies are ready to respond to Wall Street’s doubts, but don’t expect a holiday miracle

The most important earnings season for tech since the dot-com boom went bust is about to begin, but don’t expect a holiday miracle, especially for the companies that are used to a victory lap at this time of year......»»

Category: topSource: marketwatchJan 17th, 2019

Therese Poletti"s Tech Tales: Tech is ready to respond to Wall Street’s doubts, but don’t expect a holiday miracle

The most important earnings season for tech since the dot-com boom went bust is about to begin, but don’t expect a holiday miracle, especially for the companies that are used to a victory lap at this time of year......»»

Category: topSource: marketwatchJan 18th, 2019

Therese Poletti"s Tech Tales: WeWork is a symptom of a disease that may not have a cure

The spectacular blow-up of the public offering of WeWork’s parent company We Co. shows t.....»»

Category: topSource: marketwatchOct 2nd, 2019

The Ratings Game: Semiconductor sales numbers, whispers out of Asia tell different tales about chip market

Semiconductor-related stocks rose Monday as some analysts reported signals of improving market conditions despite yet another month of double-digit declines in global chip sales......»»

Category: topSource: marketwatchSep 30th, 2019