IBM in 2014 is all about cloud-hosted software, much of it written by third parties. Can such a strategy really deliver $20 per share in earnings by 2016?
Investors forgive Target for its data breach but are not forgiving Wal-Mart for losing the loyalty of the middle class.
When there is a run on bitcoin, who has the financial strength to back it?
A century of regulations is being replaced by an Internet land rush. Infrastructure owners are the chief beneficiaries.
Investing the Warren Buffett way won't give you above-market returns in a market that's rising.
Netflix's acknowledgement that it represents one-third of the peak load on Comcast's last-mile network does not mean that smaller sites are about to be shaken down.
Facebook CEO Mark Zuckerberg did not buy WhatsApp to ride the cloud boom, but to survive the cloud bust.
Google Fiber may be just what Comcast needs as it tries to win regulatory approval for its acquisition of Time Warner Cable and battles new net-neutrality rules.
China wants to cut down its costs for Qualcomm's mobile technology dominance, the first challenge to be faced by new CEO Steve Mollenkopf.
Expect more drug companies to use an Irish address as a base for acquisitions, as Actavis has with its bid for Forest Labs.