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Markets

A collection of 61 issues

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

Time Sensitive: A Quick Turn on IBM’s Reported Acquisitive Interest in HashiCorp

Okay, I’d better type fast because “unnamed (but familiar and knowledgeable) sources” are up to mischief again. Whenever these anonymous, well-placed chatterboxes leak allegedly impending news to select journalists, especially those employed at high-profile publications of the business press, you know that something is sure to happen, even if

The Datacenter Energy Crunch: More Opportunity Than Threat

Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water. Today’s post is relatively brief,

Big Tech Sheds Office Space, Intensifying a Trend with Other Tech Consequences

When reading articles and doing research, the goal is obviously to clearly understand the information you receive. If you’re serious about learning and gaining knowledge, however, you also consider what the information implies but not does state expressly. You take in the information in front of you, of course,

How to Distinguish Digital Public Squares from Royal Courts

I reminisced the other day about the golden age of Usenet. Admittedly, those days weren’t long in number, but they were good while they lasted. In the early 90s, I subscribed to a few Usenet forums (fora, if you insist), including a few related to my favorite bands, sports

Energy: Tech Constraint or Accelerant?

The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve. One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains

For Security Vendors, AI Brings New Twists to Old Narrative

This post is about cybersecurity, but I am going to begin proceedings with a relevant quote from a relatively obscure 1984 film called Flashpoint. No, this Flashpoint is not the Canadian police procedural television series of the same name, which wrapped up more than a decade ago; nor is it

Observing the Cautionary Tale of Silver Thursday

It’s now the evening of Good Friday. As it happens, yesterday was the 44th anniversary of Silver Thursday. You might ask: What is or was Silver Thursday? It’s a fair question. To the best of my knowledge, nobody celebrates or honors Silver Thursday; it simply stands as a

Scrutinizing Surging Insider Sales of Tech Stocks

The Case Against the Lock-in Fixation