Applied Materials’s forecast flies in the face of a fear of falling — The Technology Letter // $AMAT $KLAR $LRCX $TSM $INTC $ON thetechnologyletter.com/the-…

Eric with the contrarian view. “It seems a little late in the game to turn bearish now.” // Netflix Stock Might Be a Buy After Earnings Selloff | Barron's // $NFLX // ⁦@savitz⁩ barrons.com/articles/buy-net…

Applied Materials’s forecast flies in the face of a fear of falling — The Technology Letter // $AMAT $INTC $ON $TSM $KLAC $LRCX thetechnologyletter.com/the-…

Cisco was all about the cash this time around — The Technology Letter // $CSCO thetechnologyletter.com/the-…

Alteryx CFO sees ‘encouraging signs’ the turnaround is on track — The Technology Letter // $AYX thetechnologyletter.com/the-…

Chip mess is keeping the Street up at night, but the view at AMD is pretty great — The Technology Letter // $AMD $TXN $NXPI $GLW thetechnologyletter.com/the-…

This market definitely isn’t in a bubble at all when a stock like Upstart nearly doubles in a single day — The Technology Letter // $UPST thetechnologyletter.com/the-…

On the path to a billion dollars: a chat with Zuora CEO Tien Tzuo — The Technology Letter // $ZUO thetechnologyletter.com/the-…

On the path to a billion dollars: a chat with Zuora CEO Tien Tzuo — The Technology Letter // $ZUO thetechnologyletter.com/the-…

I'll never order from @HomeDepot again. Twice today I ordered an item and twice I found out after my card was charged that the item was not, in fact, in stock. Your inventory management system is broken.

Twitter permanently suspends President Trump's account | ZDNet // $TWTR $FB zdnet.com/article/twitter-pe…

Intel keeps buying back its stock, the market keeps dumping it — The Technology Letter // $INTC thetechnologyletter.com/the-…

ARM: Interesting for Nvidia, another waste for SoftBank — The Technology Letter // $NVDA $SFTBY $QCOM thetechnologyletter.com/the-…

Broadcom: None of that bitter aftertaste  — The Technology Letter // $AVGO $CIEN thetechnologyletter.com/the-…

Ciena stock down 22% this morning // Ciena brings the worry about COVID-19-induced slowdown  — The Technology Letter // $CIEN $CSCO thetechnologyletter.com/the-…

After Cisco's lame report, Nvidia's upbeat remarks about data center may be the sugar high investors crave this week. — The Technology Letter // $NVDA $SNPS $ADI $CSCO thetechnologyletter.com/the-…

Coming up: Twilio and Arista, and another view of chip-land — The Technology Letter // $TWLO $ANET $MCHP thetechnologyletter.com/the-…

Can privacy be preserved when conducting digital contact tracing? Scholars including AI scientist Yoshua Bengio weigh in on how it can be done // ZDNet zdnet.com/article/scientists…

I had a great time chatting with Jeffrey Freedman about AI in healthcare and about open-source ventilators to fight COVID-19, all in the latest Rooney Partners podcast — check it out // ⁦@jlfreeds⁩ ⁦@RooneyPartners⁩ #AI #ArtificialIntelligence rphealthcast.com/