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I learned valuable lessons from my painful outcome.
In both 2000 and 2008, many smart investors bought into bullish narratives about high-growth companies that ended up falling apart.
Telcos and cable companies appear to be stepping up their capital spending as COVID-19 lockdowns lead network traffic to spike.
There are some big differences between where tech stocks stand today and where they stood in the summer of 2000. But there is arguably one notable similarity.
Amid the sea of news hitting the tape this morning, here's a short list of Upgrades and Downgrades. Upgrades: International Flavors upgraded to Overweight from Equal Weight at Wells Fargo; Target raised to $150 Juniper Networks upgraded to Buy from...
With telecom capex still under pressure amid 5G rollout delays, equipment suppliers might find consolidation to be the best path to profit growth.
Chinese President Xi Jinping, not a man given to exaggerate, has referred to the spread of this coronavirus in China as 'a grave situation.'
In a challenge to Broadcom and others, Cisco plans to sell a new switching/routing processor and license its routing software to other hardware makers.
Cisco blamed its light guidance on macro headwinds. But as its own numbers show, software and security spending is holding up better than hardware spending in this environment.
Estee Lauder is among the companies that are sure winners, no matter which way the economy goes.
It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.
The Chinese e-commerce giant just took a stake in a video platform, and is reportedly in talks to buy a stake in a German retailer's Chinese arm.
The glass maker is seeing strong optical fiber demand from telcos and data center owners, and is even growing its Gorilla Glass sales in the face of a weak smartphone market.
The quarter was certainly one to remember, according to analysts.
IBM's Red Hat grab and blockchain aspirations have some strong practical applications.
Shares of the 107-year-old tech titan are ticking higher on Wednesday.
Friday's quantitative upgrade to buy is icing on the cake.
The types of switches that Amazon reportedly wants to sell to businesses have seen limited enterprise traction to date. However, recent tech trends could make them more popular.
A strategic shift by Verizon towards telecom investments -- and away from online advertising -- could affect a lot of companies.
Business isn't great right now for these companies. But there's a good chance it'll be better in a year or two.
The Dow climbed more than 300 points Thursday.
It was reported on Wednesday that Nokia was readying a takeover bid that would value Juniper Networks at around $16 billion
Stocks retreated from records as declines in trading revenue pressured the big banks and a selloff in crude hurt the energy sector.
I am grabbing some stock under $41 and tossing in some bids to sell puts.
With the former Cisco CEO set to step down as chairman, the path is clear for his successor to make big acquisitions and other moves to overhaul Cisco's strategy and culture.