Jon Markman is editor of the independent investment newsletter The Daily Advantage.
Politicians have been angling for greater oversight of big tech companies like Amazon.com and Alphabet. Now the wheels have been set in motion, and both sides are primed for a long, hard fight over the future of ecommerce, privacy and monopoly.
The trade war is escalating to the detriment of the global economy. Analysts are too optimistic about a resolution. Earnings estimates are too high, and that means lower stock prices. For equity traders, this is a call to arms.
Instead of earning a profit from selling vehicles, the mobility model captures a service fee based on passenger miles driven. Waymo is really about the algorithms that turn sensor data into actionable instructions based on machine learning and AI, areas where Google excels.
5G is about the all-important future of connected things.The Trump administration wants to make sure Huawei is not the running to dominate it.
A tech business of the future should ideally include units focused on cybersecurity, data analytics, digital transformation and consulting. That's actually the recipe for Booz Allen, one of the most successful but least applauded companies on the market.
New bank-like companies are taking deposits and offering checking accounts, while never opening a physical branch. That's an ideal scenario for wireless carrier T-Mobile, which wants to transform its smartphone platform into a virtual bank.
Apple needs to head off Facebook, convince investors it is pursuing other business models and rebrand itself to get out of the way of potential regulation.
The social media giant is exploring ways to allow its two billion users to exchange money in an ecosystem that makes cash obsolete.
Attacks from the fringe of finance are pushing regional banks and credit unions to fortify their business with new technologies to make their ecosystems stickier.
It's wrong to draw the conclusion digital ads are dying because AdWords rates fell faster than expected at Google for one quarter. It mistakes the forest for trees. Digital is the future of advertising because, unlike TV, radio or billboards, it can be measured.
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