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You may have heard the axiom “software is eating the world.” It’s the idea that digital efforts (i.e. streaming movies) are replacing physical things (i.e. movies in the theater). Google is...
Donald Trump’s economic policies get a lot of credit for the recent market surge. And there’s no questioning his positive influence on everything from defense to infrastructure to financial...
The time to invest in small, disruptive high-tech companies has never been better. The values of these companies have been going through the roof as larger, stodgier firms realize it’s easier by...
Microsoft (MSFT) suddenly is about more than spreadsheets and stale PowerPoint presentations. It’s about making innovative products that drive narratives about the future of computing. The...
Google wants to change the way we interact with technology. The fact that tech journalists and Wall Street analysts love its new smartphone doesn’t hurt either, by the way. The new Pixel...
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...
Microsoft wants to use synthetic DNA strands to store the world’s data. And that could make giant data centers obsolete. There’s no doubt about it, the world’s biggest technology firms are...
Remember "too big to fail" and all of the handwringing about bank instability in the wake of the 2008 financial crisis? No? How about the financial crisis, you remember that? No again? That’s...
Here are some notes on the recent market and coming week. — The highlight of the coming week for markets will be the Federal Reserve meeting that concludes Wednesday. Deutsche Bank economist...
The smart analysts at Convergex had a good summary of what the past week’s rally meant in the grand scheme of things. Let’s listen in to a verbatim (but lightly edited) excerpt:  — Stock...