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By Jon D. Markman On February 8, 202407:00 AM Eastern
Cloud spending is off the charts. And 1 company not named Oracle is taking advantage.
By Jon D. Markman On February 1, 202407:00 AM Eastern
Last week, investors got a glimpse of the future … and the past of the semiconductor industry. A big opportunity is shaping up.
By Jon D. Markman On January 25, 202407:30 AM Eastern
While AI developers working on digital assistants are great opportunities, there are better ways to profit from this AI goldrush.
By Jon D. Markman On January 18, 202407:00 AM Eastern
Microsoft is bringing many of the breakout features of its Copilot 365 to smaller companies and even individuals. Here’s how to play it.
By Jon D. Markman On January 11, 202407:00 AM Eastern
Duolingo’s AI-based job cuts sent the stock higher. Here’s another stock set to do the same.
By Jon D. Markman On January 4, 202407:00 AM Eastern
Last month, an unholy alliance of public companies, universities and brain trusts declared AI to be open to all. Here’s the biggest winner.
By Jon D. Markman On December 21, 202307:00 AM Eastern
Robotics is entering its own Cambrian explosion right now. Yet, the one leading it deserves your attention on its actual business.
By Jon D. Markman On December 14, 202307:00 AM Eastern
Google’s latest presentation is taking a lot of heat from skeptics. Here’s why you should be an optimist instead.
By Jon D. Markman On December 7, 202307:00 AM Eastern
A Jefferies analyst just made a fool of himself on CNBC. I have the perfect opportunity to play this overlooked digital transformation.
By Jon D. Markman On November 30, 202307:00 AM Eastern
The company behind ChatGPT is in turmoil. Here’s how I recommend you play it.