More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
I am taking a personal day off
Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
Amazon acquired One Medical, emphasizing its commitment to the health care space; what are the reasons for both optimism and skepticism?