Trends

With Tech, Past is Always Prologue

It’s different until it isn’t

Once the Predator, Software Becomes the AI Prey

AI frightens software investors, but is the fear warranted?

Even Amid Volatility, Here Come the IPOs

Perhaps there really is no time like the present

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Battling November Gloom

Things Considered and Rejected Amid Seasonal Restlessness

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Why Vigilance is Particularly Necessary Now

Tech optimism can go too far

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?