Jon Markman is editor of the independent investment newsletter The Daily Advantage.
Exiting the smartphone business allows Intel to focus on its hugely profitable data center platform, as well as pursue the promise of the internet of things.
Customers have a love/hate relationship with the cable TV industry because of continuously rising prices and poor customer service. The flip side is that cable TV, as a product, works, and Comcast can exploit that like no other.
Home Depot just completed its best year ever by growing sales and net earnings the new way -- using technology to make it easier for customers to find and buy the things they need.
The fact that investment bankers continue to press for IPOs means there's plenty of institutional money still on the sidelines.
For two years, Facebook has been taking heat for every extreme view posted on its two-billion-member-strong social network. Seeking regulation would shift the responsibility to politicians.
Not long from now, carrying a credit card to pay for stuff is going to seem ridiculously antiquated. Payments soon will happen in the background, automagically, if Mastercard gets its way -- and it will.
While most of the world is arguing about data, privacy and the influence of big technology companies, Microsoft, Amazon.com and Adobe have have already moved on. They're building alliances to freely exchange information, and construct the commerce platforms of the future.
Fast-food chains with the brand might of McDonald's used to grow sales with bigger advertising budgets. Today, brute force is less effective. Companies need to constantly innovate, and increasingly, they are turning to software and AI.
Alteryx makes a software platform for data scientists. It allows researchers to plug in data, often without coding, build models and get actionable insights fast. It's a proven, fast-growing business that provides analytics to flashier, consumer-oriented companies going public this spring.
With the addition of skin care last week, Amazon now has 138 private labels competing against its partners. It might only be the beginning of its category domination.
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