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Digital transformation is the single biggest investment theme in a generation. It is changing the way every business makes decisions. You probably know FICO as a place where you can go to see...
It might seem like a particularly bad time to be an investor in big tech. President Trump casually announced yesterday morning that his administration would look into accusations Google has been...
For decades, computer programmers have been trying to beat multiplayer games by finding reliable patterns in data. Researchers at Facebook (FB) and Carnegie Mellon University published a...
Despite technological advances, most of medicine is still stubbornly one-size-fits-all. But last week, we got one step closer to personalized treatments. The Cleveland Clinic passed a big...
This might be the greatest time ever for shareholders. A perfect storm is on the horizon. The tailwinds are going to be amazing. Many investors don’t realize it yet, but the great digital...
There is this idea that old businesses can be easily remade into digital upstarts, if managers throw enough money at the process. But that’s not really true. Just look at General Motors (GM). ...
If you believe in historical precedents, the trade war with China should have ended last week. The Commerce Department announced Wednesday it would require all U.S. companies doing business with...
Uber (UBER) raised $8.1 billion last week, the biggest U.S. Initial Public Offering in five years. But it is only the headliner in a bunch of IPOs dropping this month. Others span the spectrum of...
For more than a century, 3M (MMM) has helped companies build better products and work smarter. But lately, the Minnesota Post-it® maker has been showing its age. Last week, the maker of...
Most people seem to think the much-heralded and -derided Mueller report is all about Trump. But there’s a good chance they’ll be proven wrong: The Attorney General’s four-page letter to Congress...