U.S. tech earnings season has begun. Batting 1.000 after IBM beats estimates for operating profit and revenue.

Tech stocks face an uphill battle in commanding the type of devotion they once enjoyed in the market with growth prospects appearing more attractive in other sectors. bloomberg.com/news/articles/…

Great piece by jeran wittenstein with edits by Michael P. Regan and Viv Rodrigues

Had a great conversation with jeran wittenstein Bloomberg about $T and the dividend cut associated with the media deal. bloomberg.com/news/articles/…

8 year old: what is your main job? writing stories about the stock market. 8 year old: that doesn't sound like a very good job.

For those of you keeping score, Apple shares have now fallen on 13 of the 17 days it has unveiled new iPhones after closing down 1% today. bloomberg.com/news/articles/…

SWEETGREEN OPENS 86% ABOVE IPO PRICE IN DEBUT salad as a service

Congratulations Joe!

The Covid-19 pandemic isn’t over yet, but the boom it helped create for stay-at-home stocks appears to be vanishing bloomberg.com/news/articles/… via Bloomberg Markets Nick Turner jeran wittenstein

"The Nasdaq 100 just did something it hasn’t done since the aftermath of the internet bubble: fall more than 1% in every session of a week." Lu Wang bloomberg.com/news/articles/…

I'm not going to say the b word, but there's a lot of air coming out of something. Some moves from 52-week highs that caught my eye this week: Roku -68% Block (Square) -58% Shopify -48% PayPal -47% Netflix -42%

closing the book on megacap earnings by closing 25 tabs of research notes on my browser.

Stock Market Meltdowns Have FAANGs Looking Increasingly Toothless | ⁦jeran wittenstein⁩ bloomberg.com/news/articles/…

Had a lot of fun in 2022 editing this daily column about Bloomberg Technology stocks with Ryan Vlastelica Subrat Patnaik jeran wittenstein Thyagu Jeanny Yu Yiqin Shen Esha Dey Bailey Lipschultz Divya Balji Catherine Ngai. For the penultimate edition of the year, a look back bloomberg.com/news/articles/…

Apple has taken a lot of hits recently. So why are its shares doing better than other tech companies’? jeran wittenstein has the scoop bloomberg.com/news/articles/… via Businessweek

Apple's slowing growth and $165 billion cash hoard are again fueling speculation that it should make a big acquisition bloomberg.com/news/articles/… via Bloomberg Technology jeran wittenstein Ryan Vlastelica

The same handful of megacap names that led the market down have been powering the latest surge. BusinessWeek piece by the amazing Vildana Hajric and jeran wittenstein bloomberg.com/news/articles/…

For a sense of how wild this year’s crypto rally has become: MicroStrategy now has a market cap that’s higher than nearly half of SPX firms. MSTR “is essentially a leveraged holding company for Bitcoin,” said Steve Sosnick. Story w/ jeran wittenstein bloomberg.com/news/articles/…

Fun fact in jeran wittenstein & Carmen Reinicke piece on how Nvidia became the best-performing stock in the past 25 years: When Nvidia joined the S&P 500 in 1999 it replaced Enron $NVDA bloomberg.com/news/articles/…

My interview with Bloomberg, AI May Not Up to the Hype, MIT Economist Daron Acemoglu Warns - Bloomberg bloomberg.com/news/articles/…