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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...
Amazon (AMZN) set out to change the world in 1994. Three years later, its IPO valued the company at just $461 million. Today it’s worth $360 billion, a gain of roughly 50,375%. Is it possible,...
Robots are perfect villains. Mechanical, metallic and merciless. Now they’re getting a software upgrade. And they’re coming for your job. Much like the Gilded Age – when industrialization in the...
I’ve seen some pretty crazy moves during my two decades of following the markets closely. The Long-Term Capital Management debacle. The dot-com boom and bust. The mortgage mania ... and...
The car business is about to take us all on a wild ride. Autonomous vehicles will challenge industry business models. Electric propulsion will challenge the global economy. I talked last week...
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...
The Dow hit a new all-time high last week, but the stock ratings indicated an increase in the number of SELL stocks. This apparent conflict in the data represents a confusing message, but perhaps...
The elite A+ list lost one company and added another last week, keeping the total number of top rated stocks at 6 for the second week in a row. Ormat Technologies, Inc. (ORA) is a utility...
Someone is trying to take down the Internet.  They are systematically targeting the core systems that keep everything running. Most people take the Internet for granted.  It’s where we get our...
The third industrial revolution is happening right now. Silicon is the new steel, and data is the new oil. Now the companies that build Big Data ecosystems are about to reap the rewards. That is...