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.
The tech giants have tried over the years to add more and more subscription components, but none of them come close to the pristine simplicity of the Netflix business model that Wall Street adores.
Micron's shares soared Thursday as it signaled chip doldrums are approaching an end. That should propel shares of all-too-cheap chip peers such as Intel and Applied Materials.
It was risible when Broadcom's Hock Tan said he'd buy sleepy old software maker CA last July. Tan's having the last laugh, however.
'Contribution' is a rather brazen attempt to put the best economic face on the ride-sharing firm's operations.
Amazon's cost for its fulfillment empire, including its network of warehouses and retail outlets, is growing faster than sales. How will it make that pay off?
Apple has $130 billion in net cash, which it pledges to bring to zero at an unspecified time. But how will the company please investors on the way to that singular event, which may come in 2023, and thereafter?
Trends at Veeva and Talend, two young cloud companies, suggest enterprise has moved past its mistrust of cloud. That sets up Amazon and other cloud titans to have tremendous control of enterprise's most sensitive assets.
CEO Bob Swan says the fruits of 5G cellular and high-performance computing will eventually be very sweet.
Google has had decent success in the U.S. with its Pixel phones, but its control of the mobile advertising world faces new challenges with a raft of 5G phones arriving in Barcelona.
As growth inevitably slows at Amazon, Alphabet and their peers, perhaps it is time for the mega-cap tech firms to shrug off their general aversion to large acquisitions.
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