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Privacy is the new battleground. Sounds simple, but it’s not. This war is really about the power of networks, and legacy vs. disruption. Facebook (FB) reportedly pulled its iPhone data security...
In life and markets, timing is everything. Alibaba (BABA), the leading Chinese digital technology company, just reported explosive sales growth. Its first-quarter results prove that this company...
Bitcoin’s raison d’être was artificial scarcity, as Juan previously pointed out. But that wasn’t the No. 1 cryptocurrency’s only practical innovation. Everyone has, at some point, needed to...
Big Pharma is in a rut. The industry keeps spending more and yet making fewer scientific breakthroughs. But help is on the way. Last week, GlaxoSmithKline (GSK) announced a radical change in...
Corporate earnings are set to rise more than 20%. Productivity gains in excess of 5% of global GDP are possible. And $650 billion of new industrial spending is likely. That’s all according to...
Corporations fear Amazon. They should. That’s because the online pioneer thrives on disruption. It often steamrolls over its wide-eyed competitors. Just look at what happened to FedEx Corp....
Something big is happening with financial technology. Financial institutions are building products that mesh with our busy lifestyles. For more than 30 years, Fiserv Inc. (FISV) has been...
Everything is upside down. Google is becoming more like Amazon.com. Meanwhile, the online retailer — which is Google’s biggest ad buyer — is embracing an advertising model. That’s according to a...
I have a confession. As an investor, I don’t like surprises. S&P Global (SPGI) has been around for 150 years. This company is best-known as the keeper of the Standard and Poor’s Indexes. It...
What is a computer? Right now, the biggest technology companies in the world are battling to provide a definition. And their answer will help shape the future of the industry. Last week, The...