Daniel Ives: Telsa Hitting this Target Is An Everest-Like Uphill Battle
Nick Setyan: Within the Emerging Battle for Digital Real Estate CMG is Quickly Establishing a Leading Position That could Enable a Multi-Year Streak of Mid - to High Single Digit SSS Growth
Nick Setyan: We Not Only Continue To See Near-Term Momentum We Believe Chipotle is Poised to Sustain Outsized Same-Store Sales and Earnings-Per-Share Growth
Michael Pachter: Governments Will Have a Hard Time Showing Consumer Harm because Facebook Doesn't Charge Money
Michael Pachter: If The Game Itself Doesn't Allow You to Sell the Item You Win In a Loot Box for Cash Then There's a Very Solid Legal Argument That You Didn't Gamble
Daniel Ives: A Trifecta of iPhone 11s That Will Help The Company Put a Fence Around It's User Base
Apple Remains at the Center of the Trade War with China
Al Kluis: The Back-and-forth Action in U.S. Grain Continues It is Going to Be Real Tough to Gauge the Size of This Year's Crop
Daniel Ives: Antitrust Concerns are More Noise Than The Start of Broader Structural Changes Across The Tech Food Chain.
Moshe Katri: Global Payments Probably has the Best Track Record on Integrating Acquisitions