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.
Amazon, Netflix, and Microsoft had the best five-year returns for the past five-year period, but it may be time for them to surrender leadership to another set of companies...
Facebook will end up a middleman, just another party jockeying for revenue from that identity database, albeit a very experienced and potentially very valuable middle-man.
As the developing world become consumers both internally, and for external, imported goods, they are the next billions of people that the FAANG crowd are pitching too.
Intel's Swan has got the wind at his sails, with relatively strong financial results, but also challenges in the data center from manufacturing stumbles and the changing nature of chip design.
Su said she believes in AMD's product momentum for 2019 and blockchain's long-term potential, despite an implosion in the market for crypto that has suppressed GPU sales.
The recent malaise in the chip industry is at least in part attributable to the enormous concentration of chip buying among the mega-cap tech names such as Amazon and Alphabet. Don't worry, though -- long term, it's good for chip stocks.
A review of historical iPhone estimates suggest sales numbers have farther to fall for Apple's current quarter.
Amazon has won several patents on customizing physical goods, from apparel to electronics, suggesting it could be positing itself as gatekeeper to the design of products of all sorts.
Google's list of breakthroughs in fundamental technology is breathtaking, but it's not clear when, if ever, it will diversify the company away from the ad business.
The streaming giant finds a variety of ways to dismiss the possibility of running ads on its platform. But perhaps the question needs to be asked differently.
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