iShares US Technology

DBaaS makes it easier to build applications in the cloud. This is why DBaaS is expected to become a dominant deployment model for all databases.

The NASDAQ hit the all-important 5,000 level on March 2, 2015, for the first time after the dot com bubble burst of 2000.

Oracle ID Graph’s unique feature is that it separates device-based identifiers and mobile devices that allow marketers to send a message to these devices directly.

Yahoo plans to make Tumblr similar to YouTube and is trying to convince some of Google’s top YouTube stars to make Tumblr their exclusive video distributor.

Motorola Solutions has a market capitalization of $14.21 billion, and competitors Harris Corporation and Cisco have market capitalizations of $9.37 billion and $131.29 billion, respectively.

The primary reason for Rackspace’s slow revenue growth in spite of increased preference for the cloud,is a change in its strategy.

After the Bluewolf acquisition is finalized, the company will become part of IBM’s iX, or Interactive Experience, unit.

Activist investor JANA Partners sold a 20% stake in the firm to Neuberger Berman’s Dyal Capital Partners. Dyal holds a passive interest in JANA Partners.

In its 3Q14 results, IBM (IBM) announced the sale of its semiconductor operations to Globalfoundries. IBM will pay Globalfoundries $1.5 billion over next three years.

Apple CEO Tim Cook said at a Goldman Sachs conference last year that Apple can be distinguished from other companies due to the company’s expertise in software, hardware, and services.

Booking Holdings (BKNG) stock is currently trading at a discounted PE valuation multiple to its peers Ctrip.com International (CTRP), TripAdvisor (TRIP), and Expedia (EXPE).

Expedia stock is trading at a PE ratio of 22.07x. At the current multiple, the stock is trading at a discounted valuation compared to its peers.

Apart from a healthy travel demand environment, Booking Holdings’ (BKNG) sustained focus on investing in marketing, alternative accommodations, people, and technology could continue driving its revenues.

Expedia’s (EXPE) revenues rose 10% YoY (year-over-year) to $2.56 billion in the fourth quarter.

TripAdvisor’s (TRIP) sustained focus on enhancing its mobile-centric product designs along with marketing initiatives will likely continue to attract new users and drive overall user base.

In DLT (distributed ledger technology), details of the transactions are recorded in multiple places called blocks. These blocks are then chained together on a shared network.

According to the latest Commitment of Traders report, large speculators have increased their net bullish positions in the S&P 500 futures.

Apple (IYW) (XLK) is not only the first US technology company but also the first and largest US corporation to issue green bonds.

While 3M’s peer group includes industrial conglomerates such as Honeywell and General Electric, these companies hardly share any similarities with 3M.

Millennials resonate with the idea of the sharing economy since it perfectly fits their budgets. Millennials took longer than expected to enter the job market—and at lower wages.

I believe that consumption demand patterns among millennials, including an emphasis on quality of life, is somewhat influencing this demand for travel and leisure, tech products and personal services.

Apart from acquisitions to further push the chances of Watson Health’s success in the healthcare space, IBM has partnered with Apple (AAPL), Johnson & Johnson (JNJ), and Medtronic (MDT).

The majority of Apple’s revenues come from the iPhone, but the majority of the smartphone market is driven by Google’s Android. Google is valued at $527 billion.

In 3Q15, Adobe’s (ADBE) expenses for R&D increased to $219 million from $212 million in 3Q14 and $209 million in 3Q13. R&D expenses allocated comprised 17.98% of total revenues in 3Q15.

Competition in the technology sector Microsoft (MSFT) faces competition from a number of companies in the tech (technology) sector due to low barriers of entry and continuous evolution of the tech space. As seen in the above chart, Amazon (AMZN), IBM (IBM), and Google (GOOG) are Microsoft’s major competitors in the cloud business segment. Microsoft focuses on […]

Rackspace leads the hosted private cloud space with a 20% market share. This market is a “highly fragmented market.”

The NASDAQ’s 5000 level is not like the tech bubble. Earnings have grown multifold, making current valuations sane.

Oracle’s Rapid Retargeter helps to reconnect with the known customers or registered users who have left or abandoned their shopping carts.

Oracle’s strategy of transitioning to cloud seems to be yielding results. The revenue from overall software continues to dominate its top-line revenue.

Even though the current conditions index reached a four-year high, survey respondents were less optimistic over future business conditions.

Software and hardware are integrally linked, which makes it confusing to distinguish one from the other.