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In the on-demand world of cloud data centers, speed is everything. Speed endows scale. Speed separates winners from losers. Among those winners are a whole new crop of semiconductor makers that...
It’s official: We’ve breached “Dow 20,000!” The 121-year-old index crossed that level for the first time ever at the open on Wednesday, ultimately closing higher by 155 points. And just as we’ve...
It’s classic Amazon. Build an internal business to service the massive online store. Give it dominant scale. Sell the excess supply as a stand-alone enterprise. Two weeks ago, The Wall Street...
Amazon (AMZN) founder Jeff Bezos has a history of getting big trends right and executing well. His investment in Internet streaming and transport logistics are big ideas. Now he’s ready to...
Janet Yellen’s speech last Friday, highlighted a positive outlook for a near future interest rate hike. She noted that solid performance of the labor market, coupled with positive outlook for...
Sometimes companies do the right thing even though they risk shocking their diehard fans. Nike (NKE, Weiss Rating B) did just that last Thursday, when it announced it was dropping golf equipment...
In 2011, Facebook (FB) was besieged by surging data-management costs. It was growing too fast. So it decided to change the way it did data centers. That change was radical. Jonathan Heiliger,...
The preliminary offer by Mondelez International Inc. (MDLZ) to take over Hershey Co. (HSY) wasn’t sweet enough, and the creation of the world’s largest candy company will have to wait, or not...
Bayer’s (BAYZF) intended acquisition of Monsanto (MON) may be a bit too much to handle. The initial announcement of an unsolicited offer of $45 billion for Monsanto sent Bayer’s shares tumbling...
The latest numbers indicate that they are. With a disappointing first quarter earnings report, Macy’s (M) stock slumped 15.2 percent last Wednesday closing the day at $31.38 per share.  The...