The networking giant reported very strong enterprise product orders, and indicated that tariffs aren't yet having a big impact on its sales.
Though a regulatory crackdown continues to weigh on Tencent's gaming revenue, its advertising, payments and cloud businesses are still doing quite well.
Recent reports and announcements, together with the timing of Lumentum's warning, make it likely that the iPhone XR is much more responsible for its guidance cut than the iPhone XS.
While most Netflix and Amazon Prime subs are unlikely to abandon either service, Disney could convince a lot of them to sign up for at least one of its three services.
The mobile chip and patent giant just issued downbeat guidance that's partly the result of its falling out with Apple. Can 2019 and 2020 5G phone ramps come to the rescue?
Among other things, the chipmaker's CEO shared details about AMD's efforts to cater to cloud giants, and was optimistic about the long-term growth outlook for its console processor business.
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