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Bearish investors are warning that the entire tech rally was built on the false premise of digital transformation. As evidence, they point to the weakness in technology shares on Monday. Don’t...
Is a “big shift” at hand? That’s the question Wall Street is wrestling with here. And, naturally, the answer will have major implications for investors. Before I offer my answer to that...
It’s not a bold-sentence recommendation, and it’s based on an interview conducted by a journalist for a different media outlet. It’s Jon Markman, writing in the Aug. 10 issue of Pivotal Point: ...
The growth of connected TV is soaring and The Trade Desk, Inc. (Nasdaq: TTD, Rated “C”), a programmatic advertising platform, should continue to reap most of the rewards. The Ventura,...
It’s Wall Street folklore that beating Amazon.com, Inc. (Nasdaq: AMZN, Rated “B”) in retail is impossible, but shareholders of Farfetch Limited (NYSE: FTCH, Rated “D”) would beg to differ. On...
The American election is over, if not yet finally decided. But Bitcoin barely seemed to notice. It finished Election Day pretty much where it began — with within a few percent of $13,500. That’s...
SAP SE (NYSE: SAP, Rated “B-”) issued terrible financial guidance last week and the shares of software stocks everywhere followed the European software giant sharply lower. The problems at SAP...
An Election Day like no other is set to take place in just two days. There are worries that even a decisive victory for either Presidential candidate will further foment chaos and division in this...
There is a gold rush to connect customers, data and sales marketing, and Twilio Inc. (NYSE: TWLO, Rated “D”) is making the best-in-class tools application developers need. The San...
I am one of those people who is anxious to get back to traveling. I’m used to spending the weekend in the Florida Keys, or on the Gulf Coast of Florida. Plus, I had plans to spend quite a bit of...