Jon Markman is editor of the independent investment newsletter The Daily Advantage.
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.
Every company today is either a technology business or the victim of one. Levi Strauss is no victim.
Automation software stocks have been grounded along with Boeing's 737, creating a good buying opportunity.
The chipmaker and AI pioneer has bought a network equipment maker that will take data centers to the next level of high-speed intelligence.
TransDigm managers behave more like investment bankers than engineers, looking to acquire businesses that will spin off private equity-type returns to investors.
The chipmaker was too reliant on GoPro as a customer and paid the price. But intelligent, high definition cameras will power the next generation of vehicles, surveillance and logistics systems.
Real competition is headed Tesla's way from companies that know how to mass produce vehicles. The smart way to play the trend is to invest in components and systems makers.
The way for investors to get ahead of this trend is connected car platforms and Microsoft is the leader here, bar none.
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