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 [[NVDA]] 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 […]

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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 [[AMZN]] AWS as the king of the cloud computing market. Not that others haven’t made a game effort. The two largest challengers— Microsoft Corp.[[MSFT]] and Google parent Alphabet Inc.[[GOOGL]]—have dropped about $52 billion combined […]

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

Sean O'Shaughnessey on May 10th, 2016
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After beating expectations in its first two FY 2016 earnings reports,Microsoft’s [[MSFT]] multi-year turnaround seemed like it might finally have taken root. Unfortunately, its earnings miss last week came as a sharp rebuke to that idea, a fact not missed by investors. To chart its path into the post-PC world, Microsoft has placed aggressive bets […]

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Continue reading about Are Microsoft’s ($MSFT) Weakening Cloud Margins a Cause for Concern?

Sean O'Shaughnessey on January 5th, 2016
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Apple [[AAPL]] is known for brutal efficiency, regularly killing off features and products that no longer serve its purposes. So there is irony in the fact investors have taken a similarly ruthless view of Apple itself, penalizing the company heavily ahead of what is expected to be the slowest year on record for its key […]

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Continue reading about Apple Peeled: Getting Under the Skin of iPhone Worries