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Markets

A collection of 61 issues

Lessons in Chairing Panels

FT Edit published a commentary recently decrying the state of panels and roundtable discussions at conferences and trade shows. It’s a good piece, and I recommend that you read it if you have access to the article and if you have an abiding interest in what can go right

Why Intel’s Future is Unlikely to Include an Acquisition by Qualcomm

Large parts of the technology industry would like to think of themselves as apolitical. Many denizens of the technology world might have no use for politics, but politics, especially of the geopolitical variety, unquestionably has use for many of them. As geopolitical tensions between the U.S. and China intensify,

Why Tech Employment is Not What It Used to Be

When major new technologies arise, the expectation is that prosperity will follow. What’s more, most observers reasonably assume that the wealth will be shared, not evenly – because that never happens – but at least broadly. For the most part, these expectations and assumption were realized in past information-technology booms, including

Keeping Vendors Honest on genAI Revenue Boasts

On the Long and Costly Road from GenAI to AGI

I read this week that equity strategists are now vigorously debating the market potential of genAI. It's about time. Universal acclamation is always suspect, just as rational debate is always welcome. As it stands, genAI is performing parlor tricks, especially on Elon Musk’s X, where Grok (from

How Information Technology Turbocharged Globalization, and Why It's Being Asked to Retreat

Technology, particularly information technology, played an integral role in facilitating the rise of globalization during the last part of the 20th century and the first decade or so of this century. Globalization, of course, existed before the rise of modern information technology, but there's no question that IT

News Review: Posterity Won’t Care, But I Do

We live in a world of ceaseless activity. Some of that activity is meaningful, conveying profound significance, while some of it is frivolous, consisting of fleeting distractions that provide amusement, entertainment, and the occasional pretexts for real or feigned outrage. Stuff happens all the time, but very little of will

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving