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Roku Stock Falls Sharply on Analyst Report

By Tom Dotan
· · Source: Bloomberg

The good times for Roku may finally have come to a stop. The stock fell 15% on Monday after a Morgan Stanley analyst issued a note saying that its growth could slow meaningfully next year, according to Bloomberg’s writeup of the note. It’s possible that we may start to see some areas slow down for the company as the rate of growth in its ads business declines. But if things have finally peaked...

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The Briefing
What TikTok Ban Means for Google, Facebook, Apple: The Information’s Tech Briefing
By The Information Staff · Sept. 18, 2020 6:02 PM PDT

The Trump administration’s order to ban new downloads of TikTok and WeChat has raised an important question for the likes of Apple, Google, Facebook, Amazon and Netflix: Should they file a legal challenge to the order?

Banning foreign-owned apps has near-term implications for Apple, which faces the prospect that iPhone owners who rely on WeChat to communicate with friends or family in ...

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