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Amazon's Q1 Signals Competitive Pressures For AWS
Friday, April 28, 2017 - 8:49am | 368Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results came in better than expected, which boosted shares higher by more than 3 percent. But not all among Wall Street were impressed with the report and the company's outlook. Trip Chowdhry of Global Equities Research commented in a research report...
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How Ad Companies Have Responded To A Changing Media Landscape
Wednesday, April 26, 2017 - 8:07am | 1163Traditional media such as print have become a dying breed and so have advertising agencies, which once thrived through providing a host of services — from media buying, script writing, shooting ads, editing, etc. — required to run a successful ad campaign. Traditional media have now...
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Trip Chowdhry: Twilio's Broken Fundamentals, Problems Are Not Fixable
Tuesday, April 4, 2017 - 12:14pm | 413Trip Chowdhry, managing director at Global Equities Research, sees beyond-fixable problems with Twilio Inc (NYSE: TWLO)’s fundamentals, and shareholders are positioned for loss. “Investors have again made the same classical investment error — listening to the hot air of the...
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Blackberry Still A 2-3 Year Investment Story
Friday, March 31, 2017 - 12:16pm | 338BlackBerry Ltd (NASDAQ: BBRY) shares are surging higher by 12.5 percent on Friday after the company delivered a big fourth-quarter earnings beat and guided for profitability in 2018. BlackBerry delivered EPS of $0.04 in Q4 on revenue of $297 million. A number of investors have written off...
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Amazon Connect Could Mean Big Trouble For Twilio
Wednesday, March 29, 2017 - 1:14pm | 364This week, Amazon.com, Inc. (NASDAQ: AMZN) launched its news Amazon Connect product, a cloud-based customer contact center service. According to Global Equities Research analyst Trip Chowdhry, Amazon Connect could be very bad news for cloud rival Twilio Inc (NYSE: TWLO). Chowdhry spoke with four...
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Silicon Valley Is Toast, According To This Analyst
Monday, March 27, 2017 - 10:21am | 487The Silicon Valley growth story may soon be coming to an abrupt end. According to Global Equities Research analyst Trip Chowdhry, the recent economic slump in San Jose and Oakland is a sign that the Silicon Valley bubble is bursting. What's Going On In Silicon? The Bay Area lost 4,400 jobs in...
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Advertising Community Says Google's YouTube Ad Scandal 'A Real Issue'
Thursday, March 23, 2017 - 11:30am | 434Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s ad controversy in the United Kingdom is showing no signs of dissipating and is impacting the company's stock. Earlier this week, analysts at Pivotal Research Group downgraded Alphabet's stock to Hold from Buy after several notable British brands decided...
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These Trends Bode Well For Nvidia, Microsoft
Monday, March 20, 2017 - 8:26am | 312Trip Chowdhry of Global Equities Research holds an Overweight rating on NVIDIA Corporation (NASDAQ: NVDA)'s stock with a 12–18 month price target of $125 given strong trends seen both in the company and on a macro level. According to Chowdhry, Microsoft Corporation (NASDAQ: MSFT) Azure is...
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Major U.S. Cities Looking To Buy 114,000 Electric Vehicles
Thursday, March 16, 2017 - 12:37pm | 381Some of the biggest American cities want to purchase more than 100,000 electric vehicles for city workers, including police forces. According to a Bloomberg report, 30 cities across the country are joining forces and asked major automakers for the cost and feasibility of supplying 114,000 electric...
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Big Winner Of Intel-Mobileye Deal: Blackberry?
Wednesday, March 15, 2017 - 11:08am | 432Intel Corporation (NASDAQ: INTC)'s surprising $15.3 billion buyout of Mobileye NV (NYSE: MBLY) was good news for Mobileye shareholders. However, the deal immediately sparked market speculation that it could also be a major positive for Blackberry Ltd (NASDAQ: BBRY). While most traders associate...
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Intel May Have Just 'Burned' $15 Billion On Mobileye
Tuesday, March 14, 2017 - 1:49pm | 314Intel Corporation (NASDAQ: INTC) caught the world off-guard when it announced a $15.3 billion buyout of Mobileye NV (NYSE: MBLY). For Intel investors attempting to determine how good of a deal the company got on its acquisition, Global Equities Research analyst Trip Chowdhry has some bad news....
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Intel Inherits Mobileye's Problems
Monday, March 13, 2017 - 1:49pm | 403Trip Chowdhry of Global Equities Research was likely very surprised to learn of Intel Corporation (NASDAQ: INTC)'s $15 billion acquisition of Mobileye NV (NYSE: MBLY) - a company he previously referred to as a "hyper-inflated" stock that shouldn't be worth more than $10 a share....
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A Bullish Case For BlackBerry As An 'Anti-Trend Play'
Monday, March 13, 2017 - 12:03pm | 307One of the ghosts of a bygone era in smartphones may soon be rising from the dead. Global Equities Research analyst Trip Chowdhry recently explained why he believes BlackBerry Ltd (NASDAQ: BBRY) could be on the comeback trail. According to Chowdhry, BlackBerry is well positioned to play a central...
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Amazon's AWS Outage Will Shed 2% Revenue: Here Is The Math Behind The Number
Friday, March 3, 2017 - 2:46pm | 348Trip Chowdhry of Global Equities Research commented earlier this week that Amazon.com, Inc. (NASDAQ: AMZN)'s AWS outage will have a 2-percent impact on the segment's first-quarter revenue. Chowdhry followed up in a new report on Friday and explained the math behind his claim since it does seem like...
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The AWS Outage Impacted A Lot More Than Amazon
Wednesday, March 1, 2017 - 9:19am | 367A massive outage at Amazon.com, Inc.'s (NASDAQ: AMZN) AWS segment on Tuesday knocked down countless websites and impacted many businesses. Amazon's stock was relatively unaffected and ended Tuesday's trading session lower by around 0.42 percent and the stock regained these losses early...