Dan Gallagher @djtgallagher
Tech and media for Wall Street Journal's Heard on the Street column. Checked since 2021. Opinions are what I'm paid for. AKA d58gallagher wsj.com San Francisco, CA Joined June 2012-
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Paramount's weird corner office shuffle (CEO booted - replaced with a trio) indicates a deal is close. But stock sinking this morning following a decent earnings print, as the most likely deal is not what shareholders not named Redstone actually want. wsj.com/business/media…
Paramount's Q1 report this afternoon is shaping up to be interesting for reasons that have little to do with the actual numbers.
Ahead of Apple earnings, low expectations give the company some breathing space says @djtgallagher wsj.com/tech/apple-mig… $AAPL
Heard on the Street: Meta’s capital expenditures this year will rival outlays from Google and Microsoft, but advertising growth is slowing, @djtgallagher writes on.wsj.com/3WgdpYG
TI's outlook is lighting up analog chip stocks. But there's a big hole to climb out of. $TXN $ADI $ON $MCHP wsj.com/livecoverage/s…
Spotify needs to keep the price hits coming says @djtgallagher wsj.com/business/media… $SPOT
Sharp explanation here from @djtgallagher on why Paramount stock keeps sinking - shareholders don't believe they'll be treated fairly $PARA wsj.com/business/media…
Just reposting our SCOOP from Friday night (for those who were offline) about the tentative details of the deal being discussed between Skydance and Paramount, under which Redstone's NAI will get $2 billion, while $PARA shareholders will get stock in combined company valuing…
Google hasn’t been hasn’t been clicking with investors lately. Heard on the Street's tech-watcher @djtgallagher says they should keep in mind how the company still pays its bills. wsj.com/tech/google-is…
War is hell, but the Disney War has already paid off for shareholders, whatever the outcome says @djtgallagher wsj.com/business/media…
One year - appalling. This needs to end. Now.
One year - appalling. This needs to end. Now.
Reddit is set to price its IPO on March 20. @djtgallagher on what investors will be watching, risks involved with the IPO and more.
The AI chip business is red-hot, but that isn't enough for companies not named Nvidia says @djtgallagher $AVGO $MRVL $NVDA wsj.com/business/telec…
"Creating professional-level images is harder than it looks. Creating trouble for the maker of Photoshop turns out to be a lot easier." - @djtgallagher wsj.com/tech/ai/adobe-… $ADBE $MSFT
Nvidia's AI party is far from over wsj.com/finance/stocks… by @djtgallagher $NVDA
Listen 🎧: Nvidia's shares have spiked in pre-market trading, @djtgallagher joins @thecourier to unpick the blockbuster earnings and the future of AI revolution. Plus, an Alabama court ruling is changing the landscape for fertility treatment in the state. on.wsj.com/3o375VH
How long can Nvidia keep up its current growth and profitability? It's a $2 trillion question says @djtgallagher wsj.com/tech/nvidia-st… $NVDA
Uber put a lot more gas in its tank - @djtgallagher on its transformation from cash-burner to cash-generator wsj.com/business/hospi… $UBER
Video gamers aren't known for being patient. They (and their investors) will need to be says @djtgallagher wsj.com/finance/stocks… $EA $MSFT $TTWO
Disney's latest news has given Bob Iger a sporting chance writes @djtgallagher wsj.com/business/media… $DIS
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Just noting for no reason at all that Paramount+ was not an innovative or pioneering effort from ousted Paramount Chief Bob Bakish. It was a rebrand of CBS All Access which was launched by CBS in 2014.
Excellent analysis as always by @djtgallagher ahead of $AAPL earnings Thursday afternoon. But just because the stock has come off a bit from a 30x P/E to 25x doesn’t mean it’s fully “re-rated” for its current lack of growth or innovation. I think 20x is closer to intrinsic value
Ahead of Apple earnings, low expectations give the company some breathing space says @djtgallagher wsj.com/tech/apple-mig… $AAPL
"The artificial intelligence race is getting more expensive for all." @djtgallagher
Today is my last day at @WSJ. I’m joining Yardeni Research as their chief markets strategist, working for Ed Yardeni. Grateful to have worked with truly exceptional colleagues at the Journal. I’m excited to join Yardeni soon; you can reach me at [email protected]
Heard on the Street: Meta’s capital expenditures this year will rival outlays from Google and Microsoft, but advertising growth is slowing, @djtgallagher writes wsj.com/tech/ai/metas-… via @WSJ
It turns out big tech doesn’t have carte blanche when it comes to AI spending. @djtgallagher on today’s big selloff $META wsj.com/tech/ai/metas-…
"Investors are happy to let Mark Zuckerberg have his metaverse—so long as he keeps the advertising dollars rolling in" - @djtgallagher wsj.com/tech/metas-ai-…
"The five largest tech companies now collectively sit on a little more than $570 billion in cash, short-term and long-term investments." @djtgallagher
Hopefully Netflix missed some freeloaders the first time around - @djtgallagher wsj.com/finance/stocks… $NFLX
Out of the fire and into the frying pan...that's what it feels like to be a public company. Investors have jacked up Netflix shares following the company’s crackdown on password sharing. Can it deliver again? wsj.com/finance/stocks… @djtgallagher #netflix #subscription #streaming
Big tech companies are squatting on more than $570 billion in cash and investments, and it's burning a hole in their pockets. From Apple and Amazon to Microsoft and Meta, going on an acquisition spree would draw antitrust scrutiny wsj.com/tech/big-tech-… @djtgallagher #bigtech
@djtgallagher An outstanding cover page today.
If you're trying to reach an @IAPE1096 member at 1:00 p.m. EDT today -- good luck. We're walking out! Members from coast-to-coast are telling @DowJones management, "Gimme a break!" iape1096.org/iapework/2024/…
@WSJheard @djtgallagher Thank you Dan for explaining that while AI revenue is in fact surging, other parts of $AVGO semiconductor solutions segment are struggling resulting in only 4% year over year growth for the segment overall. I didn’t understand this….
***Today is my first day at Bloomberg, where I will continue investigating U.S.-China tech and national security issues!***
So many great @WSJ podcasts including this one with @thecourier and @annmariefertoli. Really enjoyed this recent episode with @djtgallagher. Worth a listen.
Listen 🎧: Nvidia's shares have spiked in pre-market trading, @djtgallagher joins @thecourier to unpick the blockbuster earnings and the future of AI revolution. Plus, an Alabama court ruling is changing the landscape for fertility treatment in the state. on.wsj.com/3o375VH
Paramount's big gamble is still a sideshow says @djtgallagher wsj.com/finance/stocks…
CAPEX expenditures growing for @Microsoft and @Google via @djtgallagher @WSJ wsj.com/finance/stocks…
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