Something seems strange when you stand outside a mid-rise office building on a Tuesday afternoon in downtown San Francisco. The lobby is tidy. There are employees…
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A picture of Dara Khosrowshahi ringing the opening bell at the New York Stock Exchange in May 2019 can be found somewhere in financial archives. He’s…
The machinery hums at tolerances that most manufacturing industries can hardly imagine, and the air is filtered to near-surgical purity somewhere in Taiwan’s Hsinchu Science Park,…
The market tends to undervalue a certain type of company because it is evolving more quickly than the analysts covering it can fully comprehend, not because…
Every Tuesday, hundreds of millions of people in Chinese cities use WeChat Pay or Alipay on their phones to pay for things like subway rides, rent,…
The transition to technology-focused investing isn’t always obvious. It takes place in more subdued settings, such as conference rooms with views of Munich’s industrial districts, trading…
Rarely do dramatic headlines tell the story of the Inflation Reduction Act. It moves more covertly, through loan agreements, factory permits, data center proposals, and grant…
Coffees in hand, a group of analysts emerge from a glass office building on a gloomy morning in lower Manhattan, a few blocks from Wall Street,…
A short line forms by the refrigerated counter in a suburban pharmacy shortly after it opens. It’s not the typical rush for seasonal flu shots or…
The atmosphere outside the convention center where the annual GPU Technology Conference takes place in San Jose on a sunny morning is frequently more akin to…