Anita Ramaswamy
Financial Analysis Writer at The Information
analyzing the business of tech 👩🏾💻 catch my "true value" columns in @theinformation | az gal 🏜️ & sagittarius ♐️
Articles
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1 week ago |
theinformation.com | Anita Ramaswamy
The impact of the falling dollar is rumbling through tech companies’ earnings and threatens to reduce investments in the industry for both established players and startups. Since President Donald Trump’s tariffs announcements a month ago, the dollar has fallen to its lowest level since 2022. The move was so big that companies including Meta Platforms, Microsoft and others highlighted the impact—in both the first quarter and the rest of the year—on their earnings calls.
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3 weeks ago |
theinformation.com | Anita Ramaswamy
If the Trump administration’s tariffs and other policies throw the economy into turmoil, cybersecurity stocks could be a safe haven for tech investors. Palo Alto Networks, one of the largest and best-diversified companies in a highly fragmented industry, has shown it can grow through slowdowns and will be relatively safe from tariffs. Palo Alto and some top names among smaller players, such as CrowdStrike, have held up better than the battered Nasdaq so far this year.
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4 weeks ago |
theinformation.com | Anita Ramaswamy
Last week’s surge in interest rates, sparked by President Donald Trump’s tariff moves, might end a recent uptick in venture capital investing. Global VC deal value hit $126.3 billion in the first quarter, its highest level in nearly three years, according to data provider PitchBook. The rebound came as the Federal Reserve started cutting interest rates last year, putting the VC market on more stable ground.
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1 month ago |
theinformation.com | Anita Ramaswamy
Big stock market sell-offs present surprising opportunities. Here’s one: Amazon, the killer of bricks-and-mortar retail, is now much cheaper than Walmart, the king of bricks-and-mortar retail. This swap has been happening in slow motion for the past few months. President Donald Trump’s liberation day put the shift into high gear. Trump’s tariffs pose meaningful risks to both companies, since they import a ton of goods and are vulnerable to a slowdown in consumer spending.
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1 month ago |
theinformation.com | Anita Ramaswamy
CoreWeave, the AI–focused data center company set to go public Friday, is the hottest name in both finance and tech right now. Then there’s Nebius. Nebius also builds data centers aimed at artificial intelligence. It is already listed, so there is no IPO fanfare. It is also growing fast and has almost no debt. The most surprising thing about Nebius is the long and winding path it took to get relisted on the market.
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fun news! i’m joining the board of the @SF_PressClub to help support journalism across the city and the bay 🗞️
Announcing the appointment of @AnitaRamaswamy , financial analysis columnist at @theinformation to our board of directors. https://t.co/3AMdLF2yfZ https://t.co/8cjCK8JLjI
the cold hard truth is that sf is so gorgeous it’s unfair to the rest of the world. i’m sorry to those who weren’t ready to hear it
RT @nmasc_: Scoop w/ @AnitaRamaswamy: Rogo AI, an AI copilot for Wall Street, is in deal talks with Thrive & Khosla https://t.co/UokBioYX…
