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Day: August 1, 2019

Daniel Ives: Companies’ Spending on Building Cybersecurity Will Grow 20% Annually the Next Few Years

For more on Daniel Ives’ comments: Forget 5G and the Cloud; These Tech Stocks can be even better

Michael Pachter: I Estimate Apex Legends Contributed About $50 Million to EA’s Business

For more on Michael Pachter’s comments: EA kicks off Fiscal 2020 with strong quarter bolstered by FIFA Ultimate Team

Daniel Ives: We Believe Apple’s Services Business Is Worth $400 Billion to $450 Billion

For more on Daniel Ives’ comments: Apple and Microsoft rise past the trillion-dollar mark; is Amazon next?

Daniel Ives: Apple Is Not a Company That Normally Gets Surprised

For more on Daniel Ives’ comments: Apple ramped up design hiring ahead of Jony Ive’s exit

Daniel Ives: FireEye’s Narrative Since Acquiring Mandiant in 2014 Is One Step Forward, Two Steps Back

For more on Daniel Ives’ comments: FireEye shows ‘Encouraging signs of growth,’ but ‘More pain ahead’

Daniel Ives: There Were Rampant Worries That iPhone Demand in China Was Going to Fall off a Cliff

For more on Daniel Ives’ comments: Apple impresses analysts with iPhone sales, return to hope for China 

Daniel Ives: The Focus of Apple Investors Will Be the Robust September Guidance for Total Revenue

For more on Daniel Ives’ comments: Apple reports nearly $54B in quarterly earnings 

Michael Pachter: Fitbit Investors Are Underwhelmed at the Modest Growth

For more on Michael Pachter’s comments: If you want to get fit, don’t buy Fitbit stock

Moshe Katri: Wednesday’s Results Are a Relief Rally Post-Last Quarter’s Disaster Results

For more on Moshe Katri’s comments: Cognizant profit beats view; flags future softness in banking

Nick Setyan: The Market Now Says Applebee’s Has No Value

For more on Nick Setyan’s comments: Dine Brands’ Applebee’s chain has ‘no value’

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