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Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners
February 24, 2021
Not All Big Tech Bets Are The Same
Market response to rising bond yields and a potential sector rotation out of big tech was reversed when Federal Reserve Chair, Jerome Powell reassured markets that the Fed would continue to take an accommodative position on interest rates.
Sharing Links Is The Foundation Of The Internet
When Tim Berners-Lee set the specifications of URLs, HTTP, and HTML protocols for the world wide web, he set off how information would be shared on the internet. In fact, the foundation and spread of the internet has come from the free sharing of internet links across a free and open internet. The sharing and compensation of these links is at the heart of the battle among governments and news publishers with the digital giants.
The Outsized Influence Of Central Banks Have Changed How CEO's View Reserved Assets
On February 3rd, 2021, Microstrategy held their annual Microstrategy World Conference. The event typically celebrated the role of analytics and business intelligence. However, in August 2020, Microstrategy moved its cash reserves into Bitcoin. At the conference, the conversation around Bitcoin was prevalent and top of mind.
Digital giants Amazon and Google report earnings. As pandemic winners, both venerable big tech titans have shown the resiliency of their business models and their ability to enter new monetization models.
Google Amps Up Its Vertical Industry Program With Ford Partnership
The Ford Motor Company and Google announced a six-year extensive business and technology partnership. Ford's VP of Strategy, David McClelland clarified that Ford chose Google for:
The Q4 2020 big tech earnings season started with Netflix and their great numbers. Apple and Microsoft report on Tuesday their Q4 2020 and all indications seem to show good growth. Tesla's numbers are officially announced on Wednesday.