See further comments on this topic in David’s Investopedia Column: Internet of Things Makes Privacy a Big Investment Op Update: John McAfee returns to public market as MGT CEO in DVasive transaction: https://lnkd.in/e_82Kx2
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To read more on this, please see my Investopedia article on the subject: Smartphone Decline Hurts Another Tech Sector Driver
You can listen to the full interview here. Tech – 1Q16 Earnings Season Proving Disappointing With March 2016 quarterly reports coming out (Tues 4/26 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Note, however, that
Tech – 1Q16 Earnings Season Likely To Offer Short-term Bounce: With March 2016 quarterly reports coming next week (Thurs 4/21 GOOGL, MSFT; Mon 4/25 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Nevertheless, the flow
You can also read David’s column on Investopedia: Facebook Messenger’s AI Bots Make Ads Your Friend (FB)
David’s interview starts at 3 min 47 seconds. A spate of manufacturers including Samsung and Facebook are rolling out new virtual reality offerings, and David Garrity, Principal, GVA Research says it’s highly unlikely Apple doesn’t make a foray of its own. Read David’s Investopedia column on the subject: FB’s Oculus Rift Could Soon be 10%
Read more about David’s thoughts in his Investopedia article: Apple Will ‘Loop Us In’ on a New, Tiny iPhone Monday (AAPL)
Tech – Innovation By MSFT Offers Path To Expanding Datacenter Capacity With Low Operating Cost & Minimal Carbon Footprint: While investors may be distracted by the ongoing stock market turbulence, there is a positive development of long-term significance from MSFT with significant implication for increasing data center capacity at substantially lower investment and operating cost
Video Replay Link Yesterday GVA Research joined the Yahoo Finance’s “The Final Round” for a discussion of AMZN and MFST live earnings releases, alongside a very interesting interview with Mohamed El-Erian, who was discussing his new book Only Game In Town. Thanks to Jen Rogers and Andy Serwer for having GVA Research on the program.
