Markman Capital Insight

The robot apocalypse is coming

May 30th, 2016

Bank of America (BAC) held the first half of its A Transforming World: Robotics and AI Conference in London late last month, and the discussion was as scary as it sounds. In stark terms, respected analysts and economists talked about the devastating implications for jobs stemming from these new technologies. When most people think about...

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YouTube goes mainstream

May 25th, 2016

YouTube became a giant among its peers by blazing an uncharted path way back in 2005. But as the business has matured and become lucrative, convention is tugging it toward a traditional broadcast model.YouTube was built through the course of 11 painstaking years. During that time its parent, Google (GOOG), spurned profitability as it...

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AI software comes alive

May 25th, 2016

It’s been a big month for artificial intelligence. On May 9, a hot startup unveiled a shape-shifting personal assistant. On May 12, a legacy computer company that thinks it’s a startup shifted a platform to cyber security.VIV is the product of two artificial intelligence wunderkinds, Das Kittlaus and Adam Cheyer. They’ve been tinkering...

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The Internet gains a sixth sense

May 25th, 2016

At a conference called the Internet of Things World, held in Santa Clara, Calif. this month, many of the world’s leading tech firms will explain how sensors, analytics and cloud computing will change everything. Recently it has become convention to dismiss the Internet of Things. Pundits point to the troubles at Google’s Nest, the lack...

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The cloud eats the desktop

May 22nd, 2016

If you're not getting our regular email updates, click here.One area of commerce that is seeing no diminution of demand is the cloud. We know that in part because Amazon.com (AMZN) reported spectacular earnings in early May, illustrating the prescience of its massive early investment in cloud computing. Those results stood...

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Hot new solution for diabetics

May 22nd, 2016

If you're not getting our regular email updates, click here.Coping with the perils of diabetes could be as simple as wearing a patch and monitoring the data on a smartphone. That is the goal of an assistant professor at Seoul National University and MC10, a maker of flexible electronics based in Lexington, Mass. The World Health Organization...

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The dark side of merger frenzy

May 22nd, 2016

Boutique research firm TIS Group was out late Wednesday with a note observing that this year is shaping up to be the biggest year in mergers and acquisitions since the market top in 2000. If Dell’s $67 billion deal to buy EMC goes through, it will put 2015 at $1.68 trillion for announced deals, just below the $1.73 trillion in the booming dot-com...

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Sticking to the script

May 20th, 2016

NOTE:  If you're not getting our timely market updates by email, click here to sign up now. Stocks are following the script of a typical May so far, according to an analysis by Bespoke Investment Group. The chart below shows the historical intraday performance of the S&P 500 during the month of May going back to 1983, and throughout the...

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