David Garrity discusses cloud computing…

Tech - Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors: One of the major shifts of interest to investors has been that of enterprise computing to "cloud" platforms. In this regard, there have been three major competitors - AMZN, GOOGL & MSFT. While GOOGL results won't be out until after the close Mon 10/28, the indications from AMZN (AWS 3Q19 revenues $9bn, +34.7% year/year vs. +37% y/y in 2Q19) and MSFT (Commercial Cloud 3Q19 revenues $11.6bn, +36% y/y) indicate that while cloud adoption growth is decelerating from earlier levels, it still remains quite solid. With major growth areas such as cloud computing remaining robust, the near-term prospects for the tech sector remain positive...

David Garrity discusses cloud computing…2019-10-31T14:37:02-04:00

Why Amazon might be more at risk than Facebook amid antitrust concerns

Watch David Garrity explain why Amazon may be at more antitrust risk than Facebook. David Garrity, chief market strategist from Laidlaw and Company U.K and Dan Ives, managing director of equity research form Wedbush Securities, join CNBC's "Closing Bell to give their take on which tech companies are most at risk from antitrust concerns. [...]

Why Amazon might be more at risk than Facebook amid antitrust concerns2019-11-12T20:40:52-05:00

David Garrity Discusses the Impact of the Trade War with China

David Garrity Discusses the Impact of the Trade War with China Follow the links and read more below: 1) Bloomberg: https://www.bloomberg.com/news/audio/2019-05-28/we-are-in-a-technology-cold-war-laidlaw-s-garrity-radio 2) LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6539488934144073729/ 3) Twitter: https://twitter.com/GVAResearch/status/1133724593385029632 1) Tech - Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game: Published in 2015, the same year the PRC State Council laid out [...]

David Garrity Discusses the Impact of the Trade War with China2019-10-31T14:34:39-04:00

Big Tech Regulation Risk & Implications

David Garrity on Big Tech Regulation Risk & Implications Follow the links and read more below: 1) Bloomberg: https://www.bloomberg.com/news/audio/2019-05-28/we-are-in-a-technology-cold-war-laidlaw-s-garrity-radio 2) LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6539488934144073729/ 3) Twitter: https://twitter.com/GVAResearch/status/1133724593385029632 1) Tech - "Big Tech" Breakup Proposals on 2020 U.S. Presidential Election Radar: Legislators' interest in investigating and potentially regulating the tech sector has been building since the 2016 U.S. general elections. Concrete proposals [...]

Big Tech Regulation Risk & Implications2019-11-12T20:41:57-05:00