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'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.
A gigantic shift in chip demand away from smartphones and toward artificial intelligence is playing havoc with timing of the business cycle. But Gary Dickerson is confident that only means lots of business for Applied's materials expertise in years to come.
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.
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