Why South Korea Is More Important Than China for Investors

By Jon Markman | April 14, 2021

Washington politicians are correct to focus on the growing influence of China, yet South Korea is quietly taking a leadership role in electric vehicles (EVs), a key driver of future… More ⏵

Apple

Coinbase, a Bitcoin-Platform IPO, Is Anything but Cryptic

By Jon Markman | April 12, 2021

Platforms are the secret to longer-term tech investing. The companies that own platforms win … the others not so much. Coinbase Global is the major cryptocurrency platform. Coinbase Global shares… More ⏵

CrabWalk

GM Gets a Charge on EV Hummer Plans

By Jon Markman | April 9, 2021

Car companies are becoming mobility businesses as cutting-edge vehicles shift from internal combustion engines to electrification. It’s a huge opportunity for investors. Kia Motors Corp. (OTCPK: KIMTF) revealed the EV6… More ⏵

Digital Transformation

Sleek, Fast Electric Vehicles Ready To Go Mainstream

By Jon Markman | April 7, 2021

AR Headsets

Microsoft Transforms Sci-Fi Into a Digital Battlefield

By Jon Markman | April 5, 2021

Soldiers equipped with augmented reality (AR) headsets are a staple in science fiction films. Everything is connected and digital. Well, last week, sci-fi became a reality. On Wednesday, the United… More ⏵

Altria

Risk-off Tech Trade

By Jon Markman | April 2, 2021

Professional investors are suddenly seeking liquidity. The process is causing tumult across investment categories and sectors … but the end is near. It’s not easy to see what’s happening. More ⏵

ARK Investment Management

New Space Fund Starts Like a Rocket

By Jon Markman | March 31, 2021

Space used to be a black hole where investment dollars went to die. Today, investors see only opportunity as the economics of the sector reset. On Tuesday, ARK Investment Management… More ⏵

Archegos Capital

ViacomCBS Streams a Winner Atop Paramount+

By Jon Markman | March 29, 2021

Shares of ViacomCBS Inc. (Nasdaq: VIAC) traded 50% lower last week, leading to jubilation among bearish investors who have complained about valuations … but they might want to put the… More ⏵

Digital Transformation

Target Software, Not Sensors, for IoT Success

By Jon Markman | March 25, 2021

The “hive mind” is science fiction utopia — a smart system that connects absolutely everything … even items previously believed to be fundamentally disconnected. But the kicker is that… More ⏵

Advanced Micro Devices

Look for ASML To Exploit New Semiconductor Cycle

By Jon Markman | March 24, 2021

There was an earthquake in the semiconductor world on Tuesday, and it involved Intel Corp. (Nasdaq: INTC). The implications are big. Intel will invest $20 billion in two new Arizona… More ⏵

Best Buy

Say No to Vizio

By Jon Markman | March 22, 2021

Vizio televisions have become synonymous with high-quality and reasonable prices, but that’s not nearly enough in 2021. Now, the company is going all-in with digital content. The transition comes as… More ⏵

See More Articles ⏵