Earnings
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Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
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Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
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Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
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Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
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Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
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Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.