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In the on-demand world of cloud data centers, speed is everything. Speed endows scale. Speed separates winners from losers. Among those winners are a whole new crop of semiconductor makers that...
Just two short days from now, Donald J. Trump will take the oath of office and become the 45th president of the United States. Open questions remain about some of his post-inauguration plans,...
The $300 billion Chinese trucking market is filled with long hauls and chaos. The government and technology firms are betting that self-driving 18-wheelers are the solution. Earlier this month...
President-elect Donald Trump promises to improve U.S. infrastructure and make it “second to none.” But before any of that work begins, let’s look at the highest rated mutual funds with investments...
Nvidia (NVDA) doesn’t get the notoriety of Apple (AAPL), Google (GOOGL), Facebook (FB) and Amazon (AMZN). It’s not even really a software company, yet it’s been a better technology investment than...
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...
Hedge fund managers got together last week for a billionaires’ Woodstock — the Ira Sohn Investment Conference. And boy, for a bunch of rich dudes, they sure were cranky and downbeat. The two...
Alphabet (GOOG) last week finally unveiled its plans to become a major Internet provider using fixed wireless technology. This is not the pie-in-the-sky Project Loon and Skybender stuff,...
Here are a few notes from my research and conversations on tech and markets over the weekend. — Watch out, Tesla. Mercedes is launching its first plug-in hybrid-electric midsize sedan, the...
Apple (AAPL) is completing its journey from renegade to matron with the announcement that it will be joining the Dow Jones Industrial Average, on March 19, taking the place of old Ma...