Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation
Amazon may not be a surprise to investors given the ubiquity of Amazon's ecommerce platform. Apple is an online advertising challenger given the services that sit on top of its devices from Gaming (Arcade) to Apple TV to Apple News to Apple's forthcoming push into AR/VR. Microsoft is another Tech giant that does not enjoy … Continue reading Amazon, Apple and Microsoft Are Online Advertising Challengers
Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
As AWS, Azure and Google Cloud compete to win the hearts of Government officials, acquiring a top-tier defense contractor would do much to gain the inside track on strategic, DoD/DHS/Govt. mega-contracts. Amazon's Arlington VA campus suggests it views the D.C./Northern VA area as more long-term strategic than does Microsoft or Google (the latter tends to … Continue reading Tech Prediction of the Week: Amazon Will Acquire Lockheed Martin
AWS, Azure and Google Cloud should leverage proprietary applications as a growth lever, particularly if the Federal Government forces a breakup of these cloud platforms from their respective parent companies. Oracle pioneered the strategy of extending the value of its database and infrastructure software by adding applications to its product portfolio. Oracle chose to grow … Continue reading Applications As A Growth Lever For AWS, Azure & Google Cloud
Google Health's CEO is to become Cerner's CEO. Google will allocate its Health projects to different parts of the organization. This wreaks of government interference. Cerner and Epic are two prime examples of large, established Healthcare IT players that should have been acquired by some combination of Amazon, Apple, Google or Microsoft by now. The … Continue reading Google To Dissolve Google Health
Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud
Tickers mentioned: AAPL, AVGO, MSFT, SAP, SNOW My personal view was that SAS founder Jim Goodnight would sell his Analytics firm to Snowflake (tkr: SNOW), Microsoft (tkr: MSFT) or SAP (tkr: SAP). SAS is known for its employee-friendly culture. Now that the WSJ has reported that Broadcom (tkr: AVGO) is moving to acquire SAS, it … Continue reading Broadcom to Acquire SAS?
Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A
TEK2day's platform has enjoyed more traffic from organic searches (not Ads nor referrals) over the past several years per the below table. Google searches have accounted for 41.5% of all TEK2day traffic year-to-date, down from 45.5% in all of 2020. The table below highlights Bing (tkr: MSFT), Baidu (tkr: BIDU) and duckduckgo (private) as they … Continue reading Is Google’s Search Engine Losing Share to Baidu, Bing & Others?