The concentration of data center REITs shouldnât be discounted as Equinix and Digital Realty have built relatively dominant platforms. See why I'm bullish on DLR stock...
Continue ReadingCostco wins Yahoo Finance's coveted 'Company of the Year' award. Here are the biggest reasons why...
Continue ReadingA pair of lawsuits allege Morrisville company ChannelAdvisor's e-commerce software resulted in thousands of delistings for online retailers using Amazon and eBay...
Continue ReadingAl Gore's 13F portfolio value decreased from $18.35B to $16.86B this quarter. Find out Generation Investment Management's holdings and trades for Q2 2022...
Continue ReadingAmazon.com Inc and Apple Inc are planning to resume advertising on Twitter, according to media reports on Saturday...
Continue ReadingCloud computing is a massive industry right now and still growing, with an estimated market size of $1.5 trillion by 2030, according to Grand View Research. Lots of tech companies have their hands in cloud computing these days, so where should investors even begin? Two great places to start are with The Trade Desk (NASDAQ: TTD) and Amazon (NASDAQ: AMZN)...
Continue ReadingThe Latin American e-commerce giant's stock is far down from its peak, but still trades above $900 per share...
Continue ReadingTaiwan Semiconductor Manufacturing (NYSE: TSM), the world's largest contract chipmaker, has been a divisive investment over the past year. The bears argued that cooling sales of PCs in a post-pandemic market, supply chain challenges for smartphones, and other macro headwinds would throttle the growth of the semiconductor sector and curb the market's demand for its services. The bulls pointed out that TSMC has weathered plenty of cyclical downturns before, and that it would likely remain far ahead of its closest rivals -- Samsung and Intel -- in the "process race" to manufacture smaller and denser chips...
Continue ReadingThe world needs a serious pick-me-up if the recent sales growth achieved by energy drink outfit Monster Beverage (NASDAQ: MNST) is any indication. The company's top line is up nearly 16% through the first three quarters of this year, extending a span of comparable revenue growth underway for over a decade now. Analysts don't see any real slowdown on the horizon either, modeling 11% sales growth next year that's apt to be topped when all is said and done...
Continue ReadingDelays are no fun for investors, but Amazon will finally get a chance to start competing with SpaceX Starlink early next year...
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