Tiernan Ray has been covering technology and business for over 24 years. He was most recently technology editor for Barron's where he wrote daily market coverage for the Tech Trader blog and wrote the weekly print column of that name. He has also worked for Bloomberg and SmartMoney, and for the prestigious ComputerLetter newsletter covering venture capital investments in tech. In addition to TheStreet.com, his writing about artificial intelligence can be seen on ZDNet.com. His work has been published in the New York Times, Fortune magazine, and CNN Money. He is a graduate of Princeton University and a native of New York City.
If a recession hits, Amazon's focus on low prices and hooking consumers on subscription shopping could be the right recipe to outperform large-cap tech peers.
Bookings, a key indicator of the health of Lyft's business, has disappeared from its financial reporting, and no one seems to care.
It's unlikely the DoJ or FTC will implement any breakup of Big Tech, but just to be on the safe side, Alphabet and the rest should consider some defensive tactics such as forming subsidiaries out of their most prominent non-core businesses.
As Samsung gears up to try things again with its $2,000 'Fold' phone, data shows that most consumers aren't moving to the priciest phone models.
Despite a weaker-than-expected outlook that sent its shares tumbling, Su told The Street that its new products set it up well for the back half of the year.
The chipmaker was also hit last year with a U.S. ban against ZTE, so the move against Huawei is not an entirely new experience, CEO Victor Peng tells TheStreet.
Under Satya Nadella and CFO Amy Hood, Microsoft has managed to grow bigger than all of its mega-cap tech rivals without the slightest whiff of scandal.
Politicians like the EU's Margrethe Vestager and U.S. Senator Elizabeth Warren are stuck in Industrial Age notions of marketplace competition, whereas tech giants' power really comes from their control over our data.
Noise traders tend to buy high and sell low, as Milton Friedman said, but they can still dominate markets. And they can also go broke individually.
Investors in mega-cap tech stocks don't seem to precisely know whether they want growth, value or income. But they know they love the dominance of these companies.
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