Topic
Markets
A collection of 69 issues
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
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