The world’s largest tech companies further their advantage by building out extensive, global networks to deliver online services to businesses and consumers. This has never been an inexpensive endeavor, but the need for further sophistication and computing power has the bills growing larger each year and there are no signs of a slowdown on the horizon. Take, […]

Continue reading about Cloud Bills Will Get Loftier for Amazon ($AMZN) Microsoft ($MSFT) and Google ($GOOGL)

Sean O'Shaughnessey on October 29th, 2017

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 Inc.  Microsoft Corp. , and Google parent Alphabet Inc. were a relatively […]

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Courtesy of: Visual Capitalist

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

Sean O'Shaughnessey on April 11th, 2017

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 […]

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

Sean O'Shaughnessey on March 26th, 2017

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 […]

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