Jon Markman is editor of the independent investment newsletter The Daily Advantage.
It's now clear consumers want everything on demand, including live TV. That's a huge new opportunity for the revamped and rejuvenated House of Mouse.
Precision medicine is like a smart bomb that bases treatment on a patient's individual genetics. One company makes the hardware and software to help make it happen.
Companies like ClimaCell are using cell towers to improve weather forecasts. This benefits tower operators because it means carriers will be willing to pay higher rents.
The music streaming company is set to take the place of record labels as it moves aggressively to vertically integrate into concerts, merchandise, promotion and data analytics.
3D printing ultimately will drive the made-to-order market of the future. Although there's few pure plays, one company is already using the technology to profit.
Shopify has become the go-to partner for small businesses seeking a foothold in e-commerce. Critics who complain about its high valuation misunderstand its role in the fastest-growing industry on Earth.
When Libra launches next year, Facebook's gated community of two billion-plus members worldwide will have its own currency. And the world will never be the same.
Despite privacy challenges, the digital adverting model is far from doomed. That and other trends suggest the tech giants still have a lot of runway.
The White House has urged NATO countries to increase defense spending. Aerospace defense giant Lockheed Martin shares are a low-risk way for investors to get ready to rumble.
Smaller enterprise software specialists with lofty valuations are losing altitude as they must compete for customers with cloud giants Amazon, Microsoft and Alphabet.
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