On this episode of the Making Markets Podcast, host Daniel Newman shares his insights on some of tech’s big stories this week and the market reaction:
IBM Spin off of Kyndryl.
Intel will be the litmus test for many of the IT OEMs, Device Makers, and Cloud Providers as we will get a peek at the Chip Production levels.
AMD’s numbers will be important to watch in this space too. Market Share could be swayed too if supply problems impacted Intel or AMD adversely as OEMs sought to fill backlogs.
Apple heeded a few warnings that it is in fact having some supply issues, which could mean softer numbers after an array of great quarters.
Qualcomm will be one to watch in the mobile devices space. 5G handset numbers continue to grow, and Qualcomm is one of the leading suppliers in this space. I expect demand for 5G devices to remain high, and the company has done a good job of managing supply challenges but another data point will come from their quarterly results and handset shipment data.
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Join host Daniel Newman, Principal Analyst and Founding Partner of Futurum Research, as he delivers commentary and hard-hitting interviews with CEOs and top executives from the world’s leading technology firms. Each episode will bridge the gap between strategy, markets, and innovation, giving you a better understanding of what lies beneath the numbers of the companies featured on the show.
Disclaimer: The Making Markets podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.
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