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Markets

A collection of 61 issues

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.

Are Troubled Restaurants Canaries in the Consumer-Economy Coal Mine?

If Big Money Goes Private, Whither the Public Markets?

Retirement: Don’t Believe the Stereotype

At the end of June, I will have been nominally retired for exactly one year. I’ve used the word nominally with considerable care, though I just as easily and accurately might have invoked the word ostensibly. What do I mean when I introduce these qualifiers? Well, people ask me

Cisco Touts Brighter Future Amid Current Travails

AI is Okay, but Can People Be Trusted with It?

I covered Arista’s latest quarterly financial results earlier this week, and I’ll probably comment on Cisco’s pending quarterly results, due at close of trade tomorrow, later this week. Today, though, I’m going in a different direction. When I launched this digital shanty last August, those who

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

Parsing Juniper’s Reticent Quarterly Results