Dan Gallagher
Technology Columnist, Heard on the Street at The Wall Street Journal
Tech and media for Wall Street Journal's Heard on the Street column. Checked since 2021. Opinions are what I'm paid for. AKA d58gallagher
Articles
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2 weeks ago |
jp.wsj.com | Dan Gallagher
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3 weeks ago |
wsj.com | Dan Gallagher
(Gregory Shamus/Getty Images)Tesla can survive the loss of tax credits. But they risk making the EV pioneer look more like any other automaker—when the market values it as anything but. President Trump has threatened to eliminate “Elon’s Governmental Subsidies and Contracts” in his highly public feud with Tesla Chief Executive Elon Musk.
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3 weeks ago |
livemint.com | Dan Gallagher
Summary Artificial-intelligence troubles, as well as tariffs, Google payments and App Store fees, weigh down the stock ahead of the WWDC. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories. It says something about Apple’s current status that its trailing position in artificial intelligence isn’t the company’s biggest problem. It might seem to be next week, though.
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3 weeks ago |
wsj.com | Dan Gallagher
Artificial-intelligence troubles, as well as tariffs, Google payments and App Store fees, weigh down stock ahead of WWDCIt might seem to be next week, though. Investors are glum ahead of Apple’s Worldwide Developers Conference that kicks off Monday. The stock has slid 20% since the first of the year, which is the worst run the shares have experienced ahead of the company’s WWDC event since at least 2010. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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3 weeks ago |
wsj.com | Dan Gallagher
Nvidia’s market capitalization hit $3.36 trillion on Monday afternoon. That is within 2% of overtaking Microsoft for the most-valuable slot. Microsoft still generates nearly twice Nvidia’s annual revenue, but Nvidia is growing at a much faster rate. Wall Street expects Nvidia’s revenue to average 32% annual growth over the next three fiscal years compared with the 15% growth Microsoft is expected to average in that time, according to FactSet estimates.
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Both can be true: robotaxis may ultimately be safer than human drivers *and* a single high-profile crash can still shut down an entire business (see: Cruise, Uber) These are the stakes as Tesla prepares to launch fully driverless cars in Austin --public perception matters https://t.co/xJqp3f5vx3
RT @WSJ: Heard on the Street: As Nvidia and other AI chip makers strike deals with sovereign nations, their business will become politicize…
RT @WSJ: Heard on the Street: The twin threats of AI displacement and a forced breakup amount to a new existential risk for Google-parent A…
