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Follow the money. It is true in politics, business and investing. Right now, there is no question that the money is headed into artificial intelligence. Gartner, a global IT research and...
Big corporations have amassed giant treasure chests of customer data. They’ve stored the data in a central location. And they’ve connected their huge, centralized databases to the Internet. In...
Note: Jon’s taking a well-deserved break starting next Monday. He’ll resume his regular Monday-Wednesday-Friday publication schedule after the holidays on Wednesday, Jan. 2. The world is going...
Something important is happening. The same forces that turned movies, music and shopping into bits of data are transforming financial services. To the general public, Betterment LLC is largely...
It’s easy to beat up on Apple. Management seems smug. Its lack of real product innovation in its yearly releases can get depressing. But every five years or so, the company does something really...
China is likely to win the race to next-generation wireless technology, according to analysts. Good for them, but not so much for the United States. In fact, the negative consequences for the U.S....
In dystopian science fiction novels, the powers-that-be know everything. Data from billions of sources gets silently collected, neatly collated and then stored in omnipotent networks. The New...
Politicians may have left the table, but U.S. corporations are racing to get a bigger share of the Chinese economy. Bloomberg reported on Friday that Alphabet (GOOGL) was in talks with Tencent...
We see it happen two or three times every quarter. Stocks and even entire sectors get routed. And it’s all thanks to rumors that Amazon (AMZN) wants to enter their market space. Today, techs are...
There’s no substitute for experience in this business. The longer you spend watching Wall Street, the more you see. And the more you see, the better you understand how the business works. That...