Topic
Cloud
A collection of 58 issues
An Unconventional Approach to Investing Amid Mega-Cap Market Dominance
Presenting a Tapas Menu of Recent Tech News
Each week, we’re swamped by events and information. It’s hard to keep up. We do our best to remain apprised of what matters to us, but relevant developments can evade the notice of even the most diligent observer.
What follows are news items that caught my attention but
Treading Carefully on Oracle's AI-Inspired Growth Narrative
More than AI Recalibration Behind Layoffs at Google and Microsoft
I promised yesterday that I would deliver this post today. That's one promise kept. If somebody let you down today, it wasn't me.
Back in the sepia-toned days of my early career – when I wore a zoot suit, a skinny tie, and a gangsterish fedora on
A Brief but Terrifying Nightmare on Wall Street
I could have written about any of dozens of topics today. I was tempted, after reading for the second time Julian Barnes’ Nothing to be Frightened Of, a meditation on death and dying, to plump for death – as a subject of discourse, you understand, not as a final existential act.
Cisco Touts Brighter Future Amid Current Travails
Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance
Market Frenzy Pressures AI Engineers to Burnout and Despair
You may have heard that we’re in the midst of an AI market frenzy. You might choose to call it an AI gold rush, or, if you’re less favorably disposed, an AI mania. Whatever you choose to call what’s happening today, I think we can all agree
AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead
Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern.
Beyond the respective revenues and earnings of the technology behemoths