Found 379 results
By Jon D. Markman On August 3, 202001:13 PM Eastern
Pro-growth policies are nice, but corporate managers mostly want politicians to stay out of the way.
On Saturday, Microsoft (Nasdaq: MSFT, Rated “B+”) and ByteDance, the Chinese parent of...
By Jon D. Markman On July 27, 202012:58 PM Eastern
In the 1990s, Wintel, the partnership between Microsoft’s (Nasdaq: MSFT, Rated “B+”) Windows and Intel (Nasdaq: INTC, Rated “B”) that created the x86 chips, was unstoppable.
The two tech giants...
By Jon D. Markman On June 22, 202001:00 PM Eastern
Decades after they were promised, truly self-driving cars are still nowhere to be found. There’s a good reason for this: Getting the technology right is hard work.
BMW Group and Mercedes Benz AG...
By Jon D. Markman On February 10, 202001:15 PM Eastern
The future of business is data analytics and artificially intelligent software. This is true regardless of whether a company makes breakfast cereal, designs semiconductors or flies a fleet of...
By Jon D. Markman On October 28, 201902:00 PM Eastern
American technology companies have become pawns in the U.S.-China trade war. The great ones are adapting in remarkable ways.
Nvidia (NVDA) managers at Mobile World Congress last week in Los...
By Jon D. Markman On August 19, 201902:00 PM Eastern
Cisco Systems (CSCO), reported dreadful financial results last week. The San Jose, Calif. maker of networking gear is feeling the pinch of slow orders from carriers contemplating huge 5G...
By Jon D. Markman On August 19, 201910:00 AM Eastern
5G — or fifth-generation wireless — is a game-changer. It means higher speeds and the end of network latency. And it is here today.
But the profit opportunity is just getting started. I'm...
By Jon D. Markman On August 16, 201902:00 PM Eastern
I’ve talked before about fifth-generation wireless, more commonly called 5G. It’s a game-changer. It means the end of network latency. And it is here today.
What makes it so impressive, and so...
By Mike Larson On July 3, 201908:00 AM Eastern
Can you believe the year is half over already? It seems like only yesterday investors were panicking about a Christmastime massacre in the markets. Now, it’s all blue skies and good times.
The...
By Jon D. Markman On April 22, 201902:00 PM Eastern
Intel (INTC) lost its coveted place in iPhones last week. Moments later, it exited smartphone wireless modems. Then something weird happened. The stock rallied.
It’s hard to wrap your head...