Topic
Cloud
A collection of 51 issues
Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics
I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality.
Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving
Exploring the Iron Law of Cloud-Era Datacenter Infrastructure
On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from
Cisco Q4 Results: Rising Orders Deliver Respite
Juniper and Cisco: Diverging Paths in Shifting Networking Market
Intel’s Fitful Transformation Gets Bumpy
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be
Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble
Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,