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Baidu Looks to Alternate Options for Growth

Posted on Wednesday, Nov 9th

Baidu’s (Nasdaq: BIDU) woes, driven by regulatory issues in China, continue to hurt its performance. While the company’s recent result announcement exceeded market expectations, this was the first time ever that it reported declining revenues. The market is obviously not thrilled.

ServiceNow an Attractive Acquisition Target

Posted on Tuesday, Nov 8th

According to a recent survey conducted by enterprise cloud services provider ServiceNow (NYSE: NOW), more than half of the respondents now choose cloud for default IT projects. Of the 1,850 mid- to senior-level managers surveyed in a global study, it was found that 52% choose cloud for new business applications and nearly 77% of them would complete

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Microsoft Should Acquire Tableau

Posted on Monday, Nov 7th

According to an IDC report published last month, the Big Data and business analytics market is estimated to grow 12% annually over the next five year period to be worth $203 billion by 2020 from $115 billion in 2015. But despite the high growth in the market, Tableau Software’s (NYSE: DATA) growth is not impressing

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Facebook Experiments with Enterprise and E-Commerce

Posted on Friday, Nov 4th

Nothing appears to deter Facebook’s (Nasdaq: FB) growth. Earlier this week, it announced its third quarter results which continued to outshine market performance and delivered record revenues. This was the fourth consecutive quarter that Facebook surpassed market expectations.

A Year Since Listing, Square Delivers Strong Results

Posted on Thursday, Nov 3rd

Jack Dorsey may be struggling with making Twitter work, but he appears to have impressed the market with Square’s (NYSE: SQ) performance. Earlier this week, Square reported its third  quarter results which overshot market expectations. Despite the beat though, the stock is still valued significantly short of its pre-listing valuation.

Alphabet Gears Up to Give Amazon’s AWS a Tough Fight

Posted on Wednesday, Nov 2nd

After capturing the search market, Alphabet (Nasdaq: GOOG) now appears to have set its eyes on the cloud services market. While rival Amazon may be the market leader, Alphabet appears to be focused on eating into its market share.

Twitter Trending Down

Posted on Tuesday, Nov 1st

Twitter (NYSE: TWTR) continues to stumble under the cautious eyes of the stock market. Mixed earnings results coupled by investor pressure to show monetization and margin is driving the company to desperate measures. The latest casualty is its Vine app.

Amazon in Investment Mode

Posted on Monday, Oct 31st

Amazon (Nasdaq: AMZN) has reported its sixth straight quarter of profit but missed analysts’ earnings estimates by a wide margin. As it continues to invest heavily in its growth areas and building out its infrastructure, analysts need to realign their expectations.