Topic
Public Markets
A collection of 38 issues
Intel’s Fitful Transformation Gets Bumpy
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be
Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble
Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,
Google’s Quarterly Results: Investors Begin Questioning Efficacy of GenAI Investments
CrowdStrike Gives Name New Meaning
You might have heard that there was a global IT outage today. It was a pretty big deal.
I regret to inform you that I was personally affected by it. Earlier this morning, I strolled down a main thoroughfare to pay a call at a local health clinic, where I
In Tribute to (Perhaps Misplaced) Tech Nostalgia
Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market
“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche
Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the