Jon Markman is editor of the independent investment newsletter The Daily Advantage.
Computers as small and light as particles of dust are gradually moving out of the realm of science fiction.
While Samsung is building foldable screens with embedded fingerprint sensors and 5G handsets, Apple is tediously focused on color variants of their family of iPhones. It is depressing, given the history of the company.
Fifth generation wireless is a game changer. It means the end of network latency. And it is here today, three years ahead of schedule.
Investors tend to view electric vehicles as a niche market. They are missing the point. As battery prices drop, most vehicles are headed toward electric propulsion, and soon. Here are some ways to play the trend.
Investors should be aware that Apple wouldn't be immune to the impact of a Sino-American trade war that could persist for years.
Cook is not worried about data collection. He's worried about competitors building better products and services. So he is attempting to rewrite the rules.
Major technology companies are targeting cable TV because they have a distinct advantage, and the industry is especially vulnerable.
Uber's secret is access to cheap capital, and great corporate story-telling. It is a killer combination. Sadly, long time automakers have neither, and it will be the death of them.
Both Washington and Beijing could gum up AAPL's global business model.
5G is not merely an upgrade from 4G/LTE technology. It is orders of magnitude better. China is likely to win the race to widespread installation. Consider buying Qualcomm to play this trend.
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