Therese Poletti
Moneyish
San Francisco, CA, United States
Contact Therese
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Past articles by Therese:
Opinion: Marc Benioff's Salesforce fairy tale is crumbling down around him
Amid the departure of two chosen successors, multiple rounds of layoffs and an unprecedented activist attack, the leader of one of Silicon Valley’s most unique tech companies faces his biggest test in years on Wednesday afternoon → Read More
Opinion: Why Tesla investor Ross Gerber backed down from activist push for a board seat
Tesla Inc. investor Ross Gerber backed down from his efforts to get a seat on the electric-vehicle company's board after he got what he wanted. → Read More
Opinion: Big Tech hit $1.5 trillion in sales last year, but the days of mega growth seem to be over
It's looking like 2021 was the peak growth year for Big Tech and any profit growth currently projected for 2023 is going to be fueled by cost cuts. → Read More
Opinion: Nvidia speeds past a pothole, and AI offers extra fuel for the road ahead
CEO Jensen Huang tells analysts that activity around Nvidia's AI infrastructure "has gone through the roof" since the public debut of Open AI's... → Read More
Opinion: Cisco made it through a pandemic pothole, and the stock is driving higher
Amid a sea of earnings disappointments this quarter, Cisco Systems Inc. surprised Wall Street on Wednesday as it moved beyond pandemic supply-chain issues to... → Read More
Opinion: Iger gets the activist investor off Disney’s back, but there is plenty more to do
So far, the return of Bob Iger as Disney's chief executive is going as Wall Street had hoped, but Iger and Disney still have lots of things to figure out. → Read More
Opinion: Disney's Iger returns, and gives Wall Street what it wants. Is it enough?
In Bob Iger's first earnings report since his recent return to Walt Disney Co., he gave Wall Street exactly what it wanted: layoffs, corporate restructuring... → Read More
Opinion: Can Microsoft make Bing cool with ChatGPT? There's so much upside that it may not have to.
Is Microsoft Corp.'s Bing search engine about to become cool? It may not really matter for investors, as the advertising business is all upside. → Read More
Opinion: Apple offers breadcrumbs for a forecast, but is that enough to reassure Wall Street?
Needing to calm down Wall Street, Apple executives decided to bring back a forecast of sorts Thursday, though more breadcrumbs than hard numbers. → Read More
Opinion: Zuckerberg and Intel are shipping the proceeds from their layoffs straight to Wall Street
Wall Street long groused about cash-generating tech companies refusing to pay dividends and buy back stock. That is no longer a problem, in multiple respects. → Read More
Opinion: Snap stock has lost the one thing it had going for it
Snap Inc.'s life as a high-growth young tech stock is over, and its rivals are about to show how much of that change is about Snapchat. → Read More
Opinion: Intel just had its worst year since the dot-com bust, and it won't get better anytime soon
History may be repeating itself as Intel has renewed competition with AMD amid a sharp economic downturn. → Read More
Opinion: Microsoft gave Wall Street hope, but then the cloud forecast turned dark
Microsoft Corp. sparked a relief rally for the cloud Tuesday, then rained on that parade after less than two hours of joy. → Read More
Opinion: Elon Musk shows in 'funding secured' trial that he does not live in the real world
Tesla CEO claims to be the champion of retail investors while being sued by them, says he thought taking Tesla private would be like buying a house, and insists he should still be trusted — will a jury still believe him? → Read More
Opinion: Netflix co-founder Reed Hastings showed Silicon Valley the proper leadership path
After 25 years without ‘founder control,’ Hastings is handing over the CEO reins to longtime lieutenants after an orderly transition period — are you paying attention, Marc Benioff? → Read More
Opinion: The 5 tech earnings to watch as holiday-season results start to flood in
After one of the worst years for tech stocks in recent memory, tech companies are about to detail exactly how good -- or, more likely, how bad -- their... → Read More
Opinion: The PC boom and bust is already 'one for the record books,' and it isn't over
The end of the biggest boom the personal-computer industry has ever seen is ugly, and its isn't over. → Read More
Opinion: Why a prominent Tesla investor wants Elon Musk to put him on the board
Ross Gerber has skin in the game for Tesla: His clients had, at one point, he said, invested a combined $100 million in the company. → Read More
Opinion: Amazon cuts jobs to reset tech giant after monster growth in the pandemic, but investors still worried
Wall Street analysts are applauding the cost-cutting moves by two technology giants in the last two days amid a major slowdown in revenue, but investors... → Read More
Opinion: Salesforce investors should be nervous about slower growth
Salesforce.com Inc. investors are facing the company's first big pothole on the road to slower growth, just as they have recently put all their faith into... → Read More