Tiernan Ray

Apple is the first big casualty of earnings season Apple received two downgrades on Friday morning, the first stock to fall victim to continued uncertainty over tariffs. Although Amazon’s cloud growth was nothing to write home about, the bulls like its role selling toilet paper. https://t.co/WW8umHj8Qg

Microsoft and Meta: trailing indicators that everything’s just fine Almost no one asked Microsoft’s Satya Nadella about tariffs on the company’s Wednesday conference call. The results of its cloud computing segment topped expectations, a big relief for the Street, and according https://t.co/pneWGzwIec

Seagate can handle tariffs, First Solar can’t Both disk-drive maker Seagate and wireless chip maker Qorvo signaled to investors Tuesday that they can withstand punishing tariffs, and their shares surged. First Solar conceded it could lose a lot of business, and its stock sank. https://t.co/stD5M7U3rJ

The TL Podcast for April 28th: Tech in the middle of shocking news Economists are talking about the prospect of supply “shocks” for the U.S. as shipments plummet. Can it have any meaning at all for earnings reports this week from Amazon, Apple and Microsoft? https://t.co/mUn5M2seJo

AT&T: ‘We’re all going to learn’ what happens amidst uncertainty AT&T’s CEO, John Stankey, says it remains to be seen how the consumer will deal with a situation where every gadget in their home — TV, phone, laptop — increases in price as a result of tariffs, should that come to https://t.co/TOAYkTLtiR

Vertiv soars as its outlook brightens, BE Semi has less-bad news Vertiv, which partners with Nvidia to make AI equipment racks, is seeing its best quarterly forecast in two years, while Tesla’s Elon Musk boasts the company is the ‘least-effected car company’ as far as tariffs, https://t.co/cLQqdkYdAU

Wall Street’s Best Ideas: Expecting CEOs to say nothing The Street cuts price targets across tech industries in advance of an earnings season in which many CEOs and CFOs may just say nothing at all given uncertainty. Enphase, Axcelis, and Amazon are among names getting the axe https://t.co/8tGk4rv4sK

ASML’s business keeps chugging along amidst uncertainty Chip-equipment maker ASML’s numbers don’t even matter in a world of ‘elevated uncertainty,’ where calculating the direct and indirect costs is up in the air. https://t.co/dlzjnTlnl5 $ASML $NVDA $AMD $TSM https://t.co/mT5ualU6iy

Please enjoy my interview with IonQ’s CEO Niccolo de Masi IonQ CEO: ‘We sell stuff; other people don’t sell stuff’ Quantum computing has been The Next Big Thing for a long time now, and has so far failed to live up to the hype. IonQ CEO Niccolo de Masi, who took over in https://t.co/FLfhQkcxwe

Wall Street’s Best Ideas: Keep chopping estimates despite tariff ‘exemption’ Donald Trump said on his social media service there are “no exceptions” to tariffs, after the U.S. Department of Commerce issued an exception notice on Friday. Apple is perceived as a big beneficiary, https://t.co/IjOVqglbDD

Could Broadcom be on the verge of a much larger AI market? Broadcom’s customer, Google, seems to be flipping the script, emphasizing the high-volume market for the custom “TPU” chip. The shift could be very meaningful for Broadcom. https://t.co/HPzSRGfLqh $AVGO $NVDA $MRVL https://t.co/lt481Lmx5W

Wall Street’s Best Ideas: Get ready for even more confusion The coming earnings season is going to have a lot of half-hearted, confused forecasts from management at semiconductor companies, including Nvidia, as they struggle to gauge tariffs’ ultimate impact. One analyst is https://t.co/DhQ52dHqbm

A small footnote to the current Llama 4 buzz. The marketing material on the front of https://t.co/U84CHjP14s seems to confuse Maverick and Scout, claiming that the former is the single-GPU-capable model. The developer documentation makes clear that the reverse is the case. https://t.co/syicoDM3X7

Wall Street’s Best Ideas: Coherent, Arista get a bid Arista Networks is among large-cap tech being scooped up by value investors amidst the sharp decline in valuations, and the Street continues to warm to fiber-optic leader Coherent. https://t.co/3nVtmxrzVQ $ANET $COHR https://t.co/WLKeAKiymb

A recap of how things plunged Small, capital spending-dependent names such as Cambium Networks were devastated last week, while Microsoft managed to come away only mildly bruised. A brief data tour. https://t.co/L8MiZDSy4v $MSFT $CMBM $AAPL https://t.co/OVBJ85dmzN

Making a list? When the market falls sharply, everyone wants to make a list of stocks to buy. Here are some thoughts on what’s gotten cheaper and what’s gotten more expensive. https://t.co/HmDADcjMYP $AAPL $SONY $NVDA $AMD $TXN $ADI $SNOW $VRSN $DASH $NFLX https://t.co/XXWl07JdnS