Stocks are not about to crash. The economic fundamentals are just starting to get better.
With its new CEO, Microsoft is facing hedge fund pressure just when it needs to be investing heavily in cloud infrastructure.
Southwest Air has matured, but in many ways it's still run the way it was in the 1970s, and that consistency makes it a unique investment.
New CEO Doug McMillon must make peace with higher-income consumers in order to grow Wal-Mart.
As Amazon's momentum slows and its earnings rise, it becomes a stock investors can believe in.
Tablets are now a maturing market, with Intel and Microsoft lacking any secure place in it.
Google CEO Larry Page moved decisively out of a money-losing device business to spend more on his money-making data centers.
To compete with Google, Facebook has to create a Google-like infrastructure. Now it is looking to the Open Compute Project to help it do that.
The theme for technology in 2013 was the barbell. The middle ground in computing -- PCs and servers -- were dwarfed by the high-end cloud and low-end devices. The trend for 2014 is cloud consolidation.
For Apple to become a growth stock again, the company needs to create a new product category.