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Janet Yellen’s speech last Friday, highlighted a positive outlook for a near future interest rate hike. She noted that solid performance of the labor market, coupled with positive outlook for...
In dystopian science-fiction movies, it always starts this way: The Pentagon funds a contest of machines built to play war games using artificially intelligent software. End of civilization...
In the classic 1967 film The Graduate, a family friend offers young Ben one word as guidance for his future: Plastics. Good call. Google is having that consigliore moment right now with...
Alaska Airlines (ALK) is on the runway and is waiting to take-off. The announced acquisition of Virgin America (VA) for $2.6 billion will mark a regional airline consolidation. With new routes it...
Tech heavyweight Apple (AAPL) is down 9% in December, falling out of a multi-month consolidation range on swirling worries about iPhone demand and sales in China. Shares of its component...
In a reminder that the world doesn’t revolve around Federal Reserve dot plots or the machination of Greek bailout negotiations in Brussels, there has been a surge of merger news as companies...
Video chip juggernaut Ambarella (AMBA) closed above $100 for the first time last week, which is not bad for a stock that started the year at $50, and which I first recommended to New Tech...
It’s pretty clear when a trend has matured. You hear about it on the sidelines of kids’ sports events, at worship services and at cocktail parties. What started as self-funded ventures or...
Everyone of a certain age remembers AOL (AOL) for the ubiquitous CDs the company sent out to encourage people to go online in the 1990s. And most of the news stories last week focused on the...
The slowdown in retail sales growth has been a big surprise this spring, as lower gasoline pump prices were expected to boost spending. What’s going on? Analysts at TIS Group have a fascinating...