Category Archives: TV and Radio Appearances

David Garrity on Bloomberg: Facebook Will Get Share Boost From Campaign Spending

David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Big Media tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney. To listen to replay, please click here. AAPL Results Show Return To iPhone Growth With iPhone11, Coming 5G Model Bolsters Outlook Out after last night’s close were solid results from

Continue Reading →

Tech Going Into Regulatory Woodshed In 2020: Garrity on Bloomberg

Laidlaw & Company (UK), Ltd. 2020 Outlook – Five Forecasts With 2019 drawing to a close, the Laidlaw Investment Policy Committee is inaugurating the “Laidlaw Five” 2020 forecasts which offer investors thoughts on five particular areas to take into account when considering how best to navigate the capital markets in the year ahead and which

Continue Reading →

David Garrity on Bloomberg TV: Growing Scrutiny Over Big Tech

To watch replay click here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out

Continue Reading →

David Garrity on CNBC: Amazon remains in a strong position for important holiday season

Watch the replay here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until

Continue Reading →

David Garrity on Bloomberg: Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors

Listen to Replay. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after

Continue Reading →

David Garrity on Bloomberg BNN: Big Tech has gotten itself into a bad position

Yesterday’s DOJ announcement was in line with what has been known previously from publicly available sources (and that the market should, therefore, have known): -The press release quotes Assistant Attorney General Makan Delrahim of the Antitrust Division from his 6/11/19 speech in Tel Aviv. -The subtitle of the DOJ release was “Review Focuses on Practices

Continue Reading →

David Garrity on The Watch List: The Prospect of Regulation in Big Tech & Blockchain in Healthcare

To watch the full replay, please click here. 1) Tech Sector Regulation/Oversight For background, here are my talking points from CNBC interview on 3/11/19: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar: Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that

Continue Reading →

Garrity on Yahoo Finance: Facebook – Poster Boy For Tech Regulation Risk

Highlight: “Looking at Facebook’s behavior relative to other tech competitors, Facebook has really kind of an insouciant attitude for its regulators,” Laidlaw & Company’s Chief Market Strategist @GVAResearch says. Full interview: pic.twitter.com/wnEvfkIS0p — Yahoo Finance (@YahooFinance) June 4, 2019 “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Legislators’ interest in investigating and potentially

Continue Reading →

David Garrity on Bloomberg: We Are In A Technology Cold War

Click here to listen to replay. Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game Published in 2015, the same year the PRC State Council laid out the “Made in China 2025” Plan (MIC2025) under which China would become a global powerhouse in ten high-tech fields from artificial intelligence (AI)

Continue Reading →

David Garrity on Bloomberg: Alphabet’s Clouded Profit Outlook Disheartens Investors

To listen to replay click here GOOGL Results Show Slowing Core Online Ad Business, Investors Flee Shares As Profit Doubts Grow The 1Q19 results for GOOGL fell well short of expectations (Revs $36.3bn (Street $37.3bn), EPS $9.50 (Street $10.17)) as revenue growth slowed to +17% year/year (4Q18 +22%, 1Q18 +26%), a performance that prompted an

Continue Reading →