Feb 8- Shares of companies offering data analytics and cloud services, including Tableau Software Inc, fell sharply again on Monday amid worries that their customers were cutting spending. Tableau shares fell another 10 percent to $37.28. RBC Capital Markets analysts asked in a research note.» Read More
Google shares might not reflect the level of optimism swirling around this company right now, but this could be a break-out earnings report from Google after the bell later today.
This was a big quarter for Intel, no matter how you slice. But while shares soared the moment this earnings news crossed the wires, as they did last quarter, they quickly settled back. Again. As Wall Street worries about computer industry sluggishness. Again. Even though Intel isn't seeing that. Again.
Dow component Intel reports earnings after the bell later today, and while I touched on expectations yesterday, I want to go a little deeper today, especially with a market like this one.
It's getting nasty now. And all indications are this is going to come down to a nasty fight and long day at the Yahoo shareholders meeting Aug. 1. By now, you've seen the coverage of last week's last minute wrangling between Carl Icahn, negotiating apparently as a kind of proxy for Microsoft's Steve Ballmer.
Alcoa may have kicked off earnings season last week, but this week, the biggest names in the tech sector take center stage: Intel and IBM tomorrow: eBay Wednesday; Microsoft and Google on Thursday.
Iphone's first weekend is in the books and while three days of sales hardly determines the entire story, it is an important "split time" that Apple investors should consider. Piper Jaffray concluded its channel checks late Sunday and determined that Apple and AT&T spacersold 425,000 iPhones this weekend:
Shares of Cisco Systems fell 5 percent on Wednesday after CEO John Chambers told Reuters many of his customers see the economy picking up early next year rather than later this year.
Let me focus on something that deserves a lot more attention: the upcoming Apple App Store, a new online Apple store that will post and sell third party software applications. And, if you believe iPhone's sales projections in the coming years, App could match or rival iTunes as a revenue stream down the road.
Just days away now from the release of Apple's next generation iPhone, the so-called iPhone 3G. And if the first one was dubbed the "Jesus Phone" because of the overwhelming hype, hope and promise of that device, then this new one is quite literally iPhone's Second Coming.
The plot thickens, the noose tightens, and when it comes to Yahoo and Microsoft, the "Little Merger That Couldn't," shareholders this morning, trying to climb this hill, are probably saying "I think 'I-cahn, I think 'I-cahn.'"
I'll say from the outset that I have great respect for the Wall Street Journal. But I, along with a number of folks following the Yahoo/Microsoft will-they-or-won't-they drama are wondering what the point is of today's splashy, front-page tome purporting to break new ground about a new deal to grab a chunk of the company.
Today's the day. Well sort of. Bill Gates will retire from Microsoft, kind of. He's leaving the day-to-day responsibilities to others. But not really.
Microsoft's Bill Gates told NBC's Tom Brokaw he does not think a deal with Yahoo was likely, CNBC reported on Friday.
This might be more a leap of faith, but it's a leap worth considering for both Intel and Apple, especially after the blogs have been awash this week about speculation over Intel's resistance to upgrade 80,000 employee computers to Microsoft's Vista.
Easy come, easy go, I suppose, when it comes to Oracle. The company barely had enough time to finish that first glass of champagne, celebrating a great fourth quarter when gloomy guidance cut the party short.
Oracle the world's third-largest software maker, reported a higher quarterly profit, beating Wall Street estimates, but it sees software license revenue growth weakening.
You look at Oracle, you see a company at nearly a 7-year-high, and you wonder whether the company was over-bought, and whether investors were getting a little ahead of themselves. Nope.
After the build-up and the hype, and the enormous amount of optimism surrounding Research in Motion shares, the company can't beat the buzzer and stock gets popped.
Oracle ended 2007 as the software stock pick of the year for a few key analysts on the Street for 2008, and today we'll get a good idea as to whether those optimistic outlooks are still justified. Just about everyone I've talked to expects Oracle to beat expectations, so it doesn't seem like a question of "if," but instead, "by how much."
Research in Motion will release earnings on Wednesday, and there's a fair amount of optimism swirling around these shares, even in the face of ever increasing competition and headlines from Apple and the iPhone.
Matt Hunter is the senior technology editor at CNBC.com.
Ari Levy is CNBC.com's senior technology reporter in San Francisco.
Harriet Taylor is a CNBC.com technology reporter based in San Francisco. She covers Apple, Uber and the sharing economy, cyber security and emerging Silicon Valley trends.
Working from Los Angeles, Boorstin is CNBC's media and entertainment reporter and editor of CNBC.com's Media Money section.
Jon Fortt is an on-air editor. He covers the companies, start-ups, and trends that are driving innovation in the industry.
Josh Lipton is CNBC's technology correspondent, working from CNBC's Silicon Valley bureau.