Recent Posts

Samsung, Apple and the optics of domestic cash

For Samsung Electronics Co, the answer was 180 trillion won ($161 billion). For Apple Inc. it was $350 billion. The question was: How much are you going to contribute to your home economy? But for the smartphone giants’ finance teams, it might just as well have been – what’s the biggest number you can rustle up to impress politicians? Samsung ...

Read More »

Elon Musk shows just why Tesla should be private

The manner in which Elon Musk disclosed that he was “considering taking Tesla private” shows why this would be the best possible outcome for all involved. The stock jumped 4 percent on Musk’s tweet, on top of an existing rally that had taken hold 30 minutes earlier on a Financial Times report that Saudi Arabia had bought stock in the ...

Read More »

FAANGs are more solo acts than a tech supergroup

It’s time for FAANG stocks to break up, at least in investors’ minds. Facebook, Apple, Amazon, Netflix and Google parent Alphabet can’t get away from one another. Every time one grabs the spotlight — as Apple did last week when it became the first US company with a $1 trillion market value — it brings along the other four. They’re ...

Read More »
Send this to a friend