Sean O'Shaughnessey on October 29th, 2017
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Big Tech can generate big numbers, but it was fast growth in the cloud business that helped ignite a buying frenzy Friday that drove up market values by nearly $139 billion in 30 minutes. The stunning growth of the cloud businesses at Amazon.com Inc.  Microsoft Corp. , and Google parent Alphabet Inc. were a relatively […]

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Continue reading about Tech Rally Is Juiced by Highflying Cloud Business

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Courtesy of: Visual Capitalist

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Continue reading about How five tech giants make their billions ($AAPL $GOOGL $MSFT $AMZN $FB)

Sean O'Shaughnessey on April 11th, 2017
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Ten analysts now predict Amazon’s shares will eclipse the $1,000 mark in the next year, and 13 others have price targets within 5% of that goal. Since I follow the company, I will be putting out my price recommendation in the next couple weeks. Amazon is now the fourth-largest company in the S&P 500 by […]

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Continue reading about Will Amazon ($AMZN) hit $1,000? Wall Street’s Not-So-Bold Call

Sean O'Shaughnessey on March 26th, 2017
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NVIDIA Corporation is driven by “specialized computing,” that is, the transforming of specific software tasks into physical silicon chips instead of depending on an ever-faster do-it-all CPU, or central processing unit. It has existed in some form or another for decades, but it has lately become the driving force behind pretty much everything cool in […]

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Continue reading about How Chip Designers Like Nvidia ($NVDA) Are “Bending” Moore’s Law

Sean O'Shaughnessey on February 22nd, 2017
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Some things, even huge piles of money can’t buy. One of those things might be the ability to unseat Amazon.com Inc.’s AWS as the king of the cloud computing market. Not that others haven’t made a game effort. The two largest challengers— Microsoft Corp. and Google parent Alphabet Inc.—have dropped about $52 billion combined in […]

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Continue reading about Amazon ($AMZN) Rivals Have Big Clouds to Fill