When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...
Read moreFrom the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...
Read moreJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
Read moreThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...
Read moreWhen the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be...
Read moreAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreTrump is a symptom of a global phenomenon. In 2024, when it’s obvious the world as we know it will...
Read moreFor decades those in the Creative Class were lulled to sleep by the thought that they were partners in the...
Read moreSince I lost my gig at InvestorPlace, I have lost my ability to research my beat. Every story I want...
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