Tech Mega-Cap 2Q20 Results Will Be Released Shortly – What Should Investors Expect & Are The Stocks Worth Considering At These Levels? COVID is providing the Tech sector a window to pursue disruption on steroids. For example, e-Commerce share of U.S. retail sales has grown more in the past 12 weeks than it did during
Tag Archives: alphabet
To listen to the replay, click here. Old Tech Favor US Adoption Of GDPR Standards, Challenging New Tech Rivals Interesting FT article yesterday highlighting the divide within the technology sector over a call for US to adopt EU GDPR data privacy standards, a development prompted by a desire to have US federal standards in place so as to supercede
To watch the replay, click here. Mueller Indictment Puts Spotlight On Social Media As Tool Of Russian Disinformation Efforts While there may be some debate as to whether the 13 individuals and 3 organizations named in Special Counsel Robert Mueller’s Fri 2/16/18 indictment will ever be brought to trial, it is nevertheless incontrovertible that the
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
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
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
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 scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector is leading the market advance
Recently, GVA Research was asked by Richard Waters from The Financial Times to comment on Google’s new corporate structure. An excerpt is below: Some on Wall Street read even more into the shake-up. Separating Google’s businesses under a holding company is the kind of thing that can lead eventually to breaking the company up, said
