Recent articles
Will Zendesk CRM Take a Bite Out of Salesforce and HubSpot?
Already a tough competitor in a tight market -- customer service and help desk software -- now Zendesk wants to take on larger rivals in providing sales support.
Twilio Made a Brilliant Management Move While No One Was Looking
Numenta CEO and co-founder Donna Dubinsky joins Twilio's board, bringing with her a trailblazing career and volumes of relevant experience.
How Innovative is Appian?
Powerful organic growth can indicate years of outperformance in young tech stocks. Here's how the low-code pioneer rates, and what to look for next.
How Innovative Is MongoDB?
Powerful organic growth can indicate years of outperformance in young tech stocks. Here's how this database upstart rates, and what to look for next.
Stitch Fix Eats Its Own Cooking ... and It's Delicious
The same software and data science that brings styled apparel to your door is helping Stitch Fix to become a leaner, more efficient business.
How Innovative Is HubSpot?
Powerful organic growth can indicate years of outperformance in young tech stocks. Here's how the inbound-marketing pioneer rates and what to look for next.
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.