The Wall Street Journal, The Wall Street Journal - Heard on the Street
Dan Gallagher is a tech and media journalist for The Wall Street Journal's Heard on the Street column. With a focus on national news, Dan covers a wide range of topics including technology, media, and finance. His articles provide insightful analysis and opinions on the latest trends and developments in the industry.
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Dan Gallagher’s coverage predominantly revolves around technology, software, consumer electronics, content & publishing, and sales & marketing. His articles often cite data and provide investment analysis.
For outreach to Dan, it's important to offer unique insights into the technology industry backed by relevant data or investment analysis. Given his focus on national (United States) coverage, providing perspectives from industry leaders within the U.S., especially those who can offer deep insights supported by market data or trends would likely be well received.
Consider pitching topics related to big tech developments such as artificial intelligence (AI), streaming services, Hollywood content production and distribution strategies as well as the chip industry with a specific emphasis on how these impact the U.S. market.
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The maker of Nvidia-based AI servers has a hot hand, but a high-cost business model leaves the stock looking overheated.
By: Dan Gallagher
No tech company has ridden Nvidia’s AI coattails like Super Micro. The company more commonly known as Supermicro makes specialized servers using Nvidia’s chips for tech giants building generative artificial intelligence services into their networks. When Supermicro was added to the S&P 500 earlier this month, its shares were trading around 40 times projected earnings for the next four quarters.
By: Dan Gallagher
Take-Two Interactive isn’t exactly changing the game with its acquisition of the studio behind the “Borderlands” franchise. Take-Two’s share price rose a little over 1% by Thursday afternoon after the company announced a deal to buy The Gearbox Entertainment Company, a Texas-based game developer, from Embracer Group. Take-Two was already the publisher for Gearbox’s “Borderlands” franchise, which has sold a total 83 million units to date, based on Take-Two’s most recent financial report.
The stock price has jumped after many shareholder-friendly changes—without adding rancor to the company's board.
Google's stock has lagged behind other tech giants even as its search business proves resilient to AI incursions.
By: Dan Gallagher
Intel investors had better really like waiting. The chip maker has been talking about plans to build a foundry business for nearly three years now, pretty much since Pat Gelsinger rejoined the company as CEO to lead an ambitious turnaround. A filing by the company late Tuesday was the next step in that process, as Intel will now begin reporting profit and loss figures for that segment, which seeks to compete with other contract semiconductor manufacturers in fabricating chips designed by other companies.
Any acquisitions companies such as Apple, Amazon or Microsoft attempt will bring scrutiny and delays.
The streaming giant began a crackdown on password sharing last year, and investors are getting their hopes up for another subscriber-growth bonanza this year.
Buying Informatica may turn out to be the truest test yet of Marc Benioff’s sales prowess. The co-founder and CEO of Salesforce had seemingly sworn off major acquisitions for his once acquisitive company. The Wall Street Journal reported late Friday that the company is in “advanced talks” to acquire Informatica, which specializes in data management software.
The decision to stop reporting subscriber numbers will put a greater focus on revenue growth—and advertising.
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