David Garrity, CEO of GVA Research, talks with Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM about Alphabet’s push into android messaging, and a look at the race to get ahead in 5G. Listen to the replay here.
David Garrity, CEO of GVA Research joined for the full hour on Fast Money (1/26/17) to give his live reaction to the Alphabet and Microsoft earnings call. Below is full analysis leading up to the earnings calls, as well as thoughts on next week’s calls: 4Q16 Earnings Season Underway This Week The U.S. technology sector
Listen to Replay Here 4Q16 Earnings Season Underway This Week: The U.S. technology sector reporting season kicked off last week with NFLX (Wed 1/18) and IBM (Thurs 1/19). Results from both were well-received and the companies’ shares reached new 52-week highs in response. However, the technology sector as a whole has been lagging the broader market
The Pixel smartphone is a new endpoint to gather user information from, so Google can better target ads, says David Garrity, principal at GVA Research.
To read further thoughts, please see my column on Investopedia: Quantum Is Coming
Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo. Header Photo
Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and
Fifteen years ago the 4 stocks that dominated the Nasdaq were Oracle, Microsoft, Intel, and Dell. Today it’s Facebook, Google, Amazon, and Apple – these four stocks hold dominant positions in the tech sector and have been among the biggest engines driving the Nasdaq, do you see it staying this way for the foreseeable future?