Hints and tips:
...They have pushed the concentration of the S&P 500 to a historic extreme....
...We can speak of Microsoft as having market power in its Windows operating system. We are not speaking of Microsoft as having market power with its search engine. Why?...
...Google’s antitrust trial could cause a meaningful, but not huge, hit to revenue if Google can no longer pay to be the default search engine on Apple products....
...At past peaks, the top five largest tech companies with the greatest price momentum accounted at most for 1.3 per cent of the total value of the S&P 500 index (in 2000)....
...Apple has repurchased nearly $600bn in shares over the past decade, according to S&P Global Market Intelligence....
...PM: Is there some future in which the Unreal Engine is a major revenue driver on a par with Fortnite?...
...SUBJECT 18: So yeah, so I think I think when Microsoft and Activision merged, this talk of the metaverse was, again, it was just more marketing bullshit....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...If that happens, I think that will be a significant shift in the US market.”...
...“The logic for Beijing is: ‘If I don’t understand you and can’t control you, I won’t let you grow’.”...
...It may also be able to provide early warning signals of a fourth P: pandemics....
...“I was reluctant at first, because [selling arcade games] was not a reputable business in the US,” he recalled. “I was mistaken for a Chinese mafioso.”...
...The technology-heavy Nasdaq Composite index tumbled over 3 per cent, ending a run of five consecutive gains, while the broader S&P 500 benchmark fell 2.5 per cent....
...“I foresee oversupply to be the new norm for the panel industry in the next couple of years,” Mr Peng told investors in January....
...“Personally I think this will be a technology that will be available for very specific problems.”...
...A thought experiment: When was the last time you used another search engine, other than Microsoft mistakenly thinking you might like to use Bing when you first opened Internet Explorer?...
...Related links: PetSmart gives shares of its growth engine to PE sponsor -- FT Alphaville...
...But I do not think you see a wildly speculative flow. It will be more steady and constant.”...
...Their view is embodied by Professor Vaclav Smil, an energy scholar whose fans include Microsoft co-founder Bill Gates. (“There is no author whose books I look forward to more,” Mr Gates says.)...
...The tech-heavy Nasdaq and the wider S&P 500 both declined in the same period....
...None of the executives at Microsoft receives the benefit, either....
...For a rough gauge of faddishness, try typing into a search engine “can I buy stock in . . .” and see what people search as the final word....
...I can’t give you a definite answer today.”...
...Yahoo was under pressure after the Sunnyvale-based web portal and search engine said sales continued to slide....
...In May 2010, the publicly-traded securities pricing company Interactive Data Corporation (IDC), which was then 60 per cent owned by Pearson, was in final discussions to sell itself to private equity firms...
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