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Electric vehicles
Investors flee tumbling EV upstarts once hailed as 'next Tesla'
The biggest concern is that these cash-burning, unprofitable companies will struggle to sell cars even as Tesla is cutting prices
February 25, 2024
Semiconductor
Intel plunges after bleak forecast casts doubt on comeback bid
Intel CEO Pat Gelsinger expects the rest of 2024 to improve quarter by quarter
January 26, 2024
US stocks
This isn't your father's S&P 500. Don't worry about valuations
If the weighting of these companies continues to grow then the valuation expansion could have further room to run
January 21, 2024
US Economy
US sues Amazon in landmark antitrust case over marketplace
The suit is the fourth that the FTC has filed this year targeting Amazon
September 27, 2023
New appointments
Henry Low appointed COO at SATS
SATS promotes Henry Low to COO. Low spent 12 years at Amazon in various roles
June 19, 2023
Tech
How Big Tech wriggled its way out of a jam
At the half-way point of Biden’s term, it looks like Big Tech might just be able to pull off a Houdini-like escape
December 08, 2022
Digital Economy
Amazon and the ongoing carnage in e-commerce
For nearly a decade now, Amazon's key growth driver wasn't its core e-commerce segment but its cloud infrastructure business
May 12, 2022
Digital Economy
Beijing crackdown derails Alibaba’s bid for Amazon-size profit
Beijing’s crackdown on the private sector has laid waste to Alibaba's strategy.
April 28, 2022
Digital Economy
Netflix and the end of video streaming’s dream run
For the first time in its history, Netflix is facing fierce competition
April 21, 2022
Tech
Europe's Digital Markets Act would hurt messaging
For years now, the most serious threat to dominant Big Tech companies has been regulation rather than competition from upstarts.
March 31, 2022
