Recent articles
Why Cloud Growth Isn't Helping Oracle Stock
The numbers probably aren't as impressive as they look.
Making Sense of Microsoft's $7.5 Billion Acquisition of GitHub
Once again, it's all about developers.
Here's Why the Best Is Yet to Come for Ubiquiti Networks
Cost controls remain a competitive advantage, but a legion of short sellers continues to hold the stock down. Don't expect that to last much longer.
4 AI Stocks That You Need to Be Watching Now
These companies are making better use of smarter machines, and have the patent applications to prove it.
Salesforce: We'll Be 50% Bigger Than Oracle
The cloud-computing king promises big things for those willing to wait
Intel's CEO Sold Millions in Stock Before Disclosing a Chip Flaw. How Worried Should Investors Be?
SEC filings confirm reports of profit-taking, but the context matters.
What Is Acacia Communications' Competitive Advantage?
Bringing silicon to optics ins't a unique strategy -- unless it's all you do.
Acacia Communications History: Everything Investors Need to Know
Fiber optic cables are everywhere, but connecting fiber optic networks isn't easy. Acacia Communications was founded to make it simpler.
Why HubSpot Inc. Could Be a Gold Mine for Growth Investors
The inbound marketing pioneer is growing subscriptions fast and boosting margins along the way.
5 Reasons to Buy Acacia Communications Now
Once in a while you find a well-managed company providing crucial technology whose stock is priced reasonably. Those are the times you buy.
Losing Sleep Over Your Portfolio? Consider This Stock
Facebook connects a third of the world, yet its stock trades like an index fund with upside.
The Little Understood Competitive Advantage That's Propelling Amazon Studios
Little bets can make for big gains when it comes to independent films, and Amazon deserves more credit for how it funds winners than most investors are willing to give.
4 Things I Learned From Lions Gate's Earnings Report
The Starz deal is paying off nicely so far, but it's consistent performance both at the box office and in the ratings that long-term investors need to see.
Why I Love Fitbit
Wall Street hates this company, and so do short-sellers, but there are three good reasons to like Fitbit stock at current levels.
5 Things I Learned From AMC Networks' Earnings Report
A bigger channel for original programming, smart refinancing, and creative reunions are driving shares of the upstart TV network higher.
Can iRobot Weather a Market Downturn?
The maker of cuddly, name-worthy robots is investing at just the right time.
3 Cash-Rich Companies That Would Make Interesting Acquisition Targets
First Solar, Sohu, and Take-Two Interactive all have sturdy balance sheets that could attract a larger suitor.
Is It Time for Alphabet to Spin Off YouTube?
Network deals could finally set up the short-video specialist as a serious subscription alternative to Netflix.
Why I Wouldn't Vote to Sell My Time Warner Stock to AT&T
A rich buyout notwithstanding, Time Warner is only just starting to show what it can do with new franchises.
Instant Analysis: For Disney Investors, "Doctor Strange" Is Tracking Disappointment
Opening slightly ahead of "Ant-Man" isn't a win for a film that cost far more to produce.