October has brought an autumn of discontent for tech

October has brought an autumn of discontent for tech

With two days to go in the month, the Nasdaq Composite has fallen 13%. Apple is down 7%, Facebook down 12%, Alphabet down 15%, Amazon down 23%, and Netflix down 25%.
Oct 29 · 4 minutes
Tesla shareholders are waging a culture war of their own

Tesla shareholders are waging a culture war of their own

If the stock market has a correlate of the culture wars that have divided political discourse into two irreconcilable camps, it's Tesla.
May 4 · 5 minutes
Who had Twitter as the safe haven of choice during a tech selloff?

Who had Twitter as the safe haven of choice during a tech selloff?

Lost in the Twitter stock rally is that the company's core market is weak to deteriorating.
Feb 12 · 5 minutes
Turns out no dancing hot dogs were necessary. All that Snap needed was to act like a grown-up

Turns out no dancing hot dogs were necessary. All that Snap needed was to act like a grown-up

The narrative on the company has gone from discouragingly dark to blindingly bright in the space of less than a day.
Feb 7 · 4 minutes
Netflix grows faster, spends more: A case study of tech optimism and unease

Netflix grows faster, spends more: A case study of tech optimism and unease

From a financial perspective, the prospects for big tech look as bright as ever. And yet, there is this nagging undercurrent that something, sometime has got to give.
Jan 24 · 5 minutes
Apple Earnings: Tim Cook has saved Christmas after all

Apple Earnings: Tim Cook has saved Christmas after all

The iPhone company would like you to know it's about more than just the iPhone.
Aug 3 · 5 minutes
Snap's unhappy honeymoon

Snap's unhappy honeymoon

The first thing I thought when Snap unveiled its magic eraser this week was that a company losing as much money as Snap is should think twice about using that name.
May 11 · 8 minutes
Facebook's earnings: Old hat, tailored for a bigger head

Facebook's earnings: Old hat, tailored for a bigger head

In the mixed up world of 2016, it's a little reassuring, if not terribly exciting, to have earnings as usual.
Jul 28 · 5 minutes
Year-on-year earnings declined for the fourth straight quarter: Worst since the Great Recession

Year-on-year earnings declined for the fourth straight quarter: Worst since the Great Recession

investors have a sudden interest in steady profit growth -- and the sudden loss of appetite for companies that cannot deliver.
May 11 · 5 minutes
Alibaba might finally be ready for prime time

Alibaba might finally be ready for prime time

At least for its investors.
May 6 · 5 minutes
Amazon is one volatile puppy

Amazon is one volatile puppy

Amazon had a strong first quarter, but probably not for the reasons you've been reading about in breathless tweets and giddy commentary....
Apr 29 · 6 minutes
Yahoo's earnings call: A eulogy, or perhaps a job interview

Yahoo's earnings call: A eulogy, or perhaps a job interview

It came and went, Marissa Mayer's last chance to prove she's turning things around at Yahoo before a big showdown at the company's shareholder meeting this June.
Apr 20 · 5 minutes
Square is no Twitter

Square is no Twitter

Finally, some good news for Jack Dorsey.
Mar 10 · 6 minutes
Is Groupon entering a turnaround?

Is Groupon entering a turnaround?

And will it finally deliver on its early promise?
Feb 15 · 4 minutes
Amazon still delights in confounding its investors

Amazon still delights in confounding its investors

A company named after a rainforest is now pleading to be understood as if it were an ocean.
Jan 29 · 6 minutes
Paypal and eBay: A tale of two companies forced apart by Carl Icahn

Paypal and eBay: A tale of two companies forced apart by Carl Icahn

PayPal, along with every company in its market, still has a big opportunity ahead of it. That's the good news.
Oct 29 · 5 minutes
Google, uh, Alphabet shows further signs of growing up

Google, uh, Alphabet shows further signs of growing up

Alphabet's first earnings call reveals a startup that increasingly talks like an adult. And Wall Street is totes loving it.
Oct 23 · 4 minutes
Jack Dorsey's blunt talk cost Twitter investors $5 billion. And he said nothing new

Jack Dorsey's blunt talk cost Twitter investors $5 billion. And he said nothing new

Twitter's earnings call was going so well, until the new CEO opened his mouth.
Jul 29 · 6 minutes
Netflix is one of the most successful companies in the tech sector, and the most absurdly valued

Netflix is one of the most successful companies in the tech sector, and the most absurdly valued

Netflix shows us that even the most successful companies can be dangerously overvalued.
Jul 20 · 4 minutes