Jeffrey Neal Johnson
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Latest
The Great CPU Race: AMD and Intel Battle for Dominance
The semiconductor industry's future hinges on the rivalry between AMD and Intel, with both companies pursuing distinct strategies to secure market dominance.
Amazon’s Healthcare Gamble: A New Era of Medical Disruption
Amazon's strategic healthcare expansion leverages technology and logistics for a potentially transformative impact on patient care and market dynamics.
C3.ai Advances AI Leadership, Boosting Stock Performance
C3.ai's rising stock price, fueled by strategic partnerships with Microsoft and others, presents a compelling yet risky investment opportunity in the AI sector.
Disney's Magic Strategy: Reinventing the House of Mouse
Disney's streaming profitability and strategic investments fuel optimism, but competition and CEO succession warrant a balanced approach to investing.
Vertiv's Cool Tech Makes Its Stock Red-Hot
Vertiv is positioned to benefit from the rise of AI making it an attractive investment for those interested in the future of digital infrastructure.
Super Micro Computer : AI Growth Potential vs. Investor Doubts
Super Micro Computer faces crucial decisions impacting its future market position and investor confidence.
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