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  • Sat, Oct. 22, 10:42 AM
    • While Tesla Motors (NASDAQ:TSLA) may have grabbed some headlines this week for its ambitious goals with autonomous driving (SAE level 5), the technology is being widely discussed across industries as a potential future reality.
    • At a real estate conference in New York this week, a panel member called autonomous vehicles the biggest tech news concerning real estate in the last ten years. Some see a future reversal of urbanization trends in a development that could have significant investment implications.
    • City planners and architects are already thinking of next-gen design. A paper titled "Beyond Google's Cute Car" (.pdf version) is a good example of how cities are being reimagined.
    • Then there's this from the man who designed the 2015 Ford Mustang. "The next 10 years in this business is going to be the biggest change and challenge since the turn of the last century when cars took over for horses," said Ford design chief Moray Callum. Ford (NYSE:F) aims to have a high-volume, fully autonomous SAE level 4-capable vehicle in commercial operation in 2021.
    • Self-driving car development is a topic of discussion on FedEx (NYSE:FDX), UPS (NYSE:UPS), Lyft (Private:LYFT), Uber (Private:UBER), Hertz Global (NYSE:HTZ), Google (GOOGL, GOOG), Avis Budget (NASDAQ:CAR), Domino's Pizza (NYSE:DPZ) and Nvidia (NASDAQ:NVDA). Earnings season is just heating up, but a host of companies -- including OTCPK:TMOAF, OTCPK:DDAIF, OTCPK:VOLVY, MXIM, CPRT,  WBC, GNTX  and XLNX -- have already talked up the trend on their conference calls. GM reports earnings this week and will update on any self-driving Chevy Bolt plans.
    • Looking ahead, insurance companies, chipmakers, truckers and cybersecurity firms (NYSEARCA:HACK) will be firmly in the self-driving conversation.
    • So who has a profitable trade idea off of the evolution of cars?
    | Sat, Oct. 22, 10:42 AM | 194 Comments
  • Fri, Oct. 21, 5:23 PM
    • AT&T's (T -3%) interest in Time Warner (TWX +7.8%) progressed quickly from "had talks" to "advanced talks" and now a deal could be set by Monday -- which Bloomberg says is due to a sped-up timetable caused by Bloomberg's initial report.
    • That's because AT&T is said to be concerned that the publicity could allow other interested suitors like Apple (AAPL -0.4%) or Alphabet (GOOG +0.3%, GOOGL +0.3%) to jump in -- and indeed Apple is said to be monitoring the deal talks, after it made its own approach to Time Warner a few months ago, The Wall Street Journal reports.
    • Those talks involved execs under Apple chief Tim Cook and didn't get beyond a preliminary stage. A source tells the WSJ that Google doesn't look interested in an offer for Time Warner.
    • But the story of the deal points out just how much behind-the-scenes strategic talk is going on in the media/telecom spaces, as companies vie to be among the new leaders in an upended, converged digital media climate.
    • Sumner Redstone was said to be considering not only the merger of CBS (CBS +2.1%) and Viacom (VIA +2.7%, VIAB +2.8%) that he's already pushing for, but also to combine that entity with Time Warner.
    • Meanwhile, Comcast (CMCSA -0.5%) could join another company to get involved, the WSJ says, though that makes more sense if Time Warner's open to being parted out.
    • Unlikely to join in this time: Twenty-First Century Fox (FOX +2.2%, FOXA +2.2%), whose own pursuit of Time Warner failed in 2014 at $85/share, and Walt Disney (DIS +1.1%).
    • Previously: Time Warner at 15-year highs on merger talk; media companies rise (Oct. 21 2016)
    | Fri, Oct. 21, 5:23 PM | 60 Comments
  • Fri, Oct. 21, 3:16 PM
    • Integrations between Google's (GOOGGOOGL) G Suite (Calendar, G Suite Marketplace initially) and Intuit's (INTU +0.6%) Quickbooks Online highlighted.
    • Intuit: "This is the beginning of an exciting collaboration between Intuit and Google that will deliver huge benefits for the millions of small businesses that we serve around the world. Our data indicates that 56 percent of QuickBooks customers are using Google Calendar to book appointments, schedule meetings and track client work. By bringing our technologies together, we will create important efficiencies between two solutions customers are already using."
    • QuickBooks on G Suite Marketplace
    • Google Calendar for QuickBooks
    • Last week: Google, Salesforce plan new cloud work integrations
    | Fri, Oct. 21, 3:16 PM | 3 Comments
  • Thu, Oct. 20, 10:07 AM
    | Thu, Oct. 20, 10:07 AM | 22 Comments
  • Thu, Oct. 20, 8:28 AM
    • Shares of Tesla Motors (NASDAQ:TSLA) are lower in early trading after the company announced it is loading all new cars with self-driving hardware.
    • Elon Musk told reporters last night that he envisions that by the end of 2017 a Tesla vehicle will be able to drive from Los Angeles to New York without the driver touching the wheel. He also said the software system will be built by Tesla and run off of Nvidia (NASDAQ:NVDA) chips.
    • Tesla's timetable is aggressive in relation to the stated plans of some rivals. Earlier this year, Ford (NYSE:F) said it aims to bring a high-volume, fully autonomous vehicle to the ride sharing industry by 2021, while Nissan has a target of 2020 for "commercially viable" autonomous models. General Motors (NYSE:GM) already has a pre-production Bolt EV out in the wild, but hasn't set a specific timetable for a fully autonomous version.
    • Google (GOOG, GOOGL) is the company that has posted the most information about the challenges of the self-driving car initiative. A scan of Google's monthly reports is not a bad way to catch up on the burgeoning technology.
    • Previously: Tesla announces all vehicles to be loaded with self-driving hardware (Oct. 19)
    • TSLA -1.74% premarket to $200.01.
    | Thu, Oct. 20, 8:28 AM | 269 Comments
  • Wed, Oct. 19, 2:51 PM
    • A new TV service from Google (GOOG +0.8%, GOOGL +0.6%) is likely to come in early 2017 after the company reached a carriage deal with CBS (CBS +0.7%) and is near distribution deals with Disney (DIS +0.6%) and Fox (FOX +0.8%, FOXA +0.4%) as well, The Wall Street Journal reports.
    • Reportedly called "Unplugged," the service would target cost-conscious viewers with a "skinny" bundle of live channels at $25-$40 per month, sources told the paper.
    • While it would be housed on Google's YouTube infrastructure, it would be separate from the existing ad-free YouTube Red subscription offering, though a curated part of Red would be part of the Unplugged bundle.
    • The bold move (with deals coming more rapidly than Apple's progress into TV) comes ahead of a planned live service from Hulu (CMCSA +0.2%, DIS, FOX, FOXA, TWX -0.1%) as well as AT&T's (T +0.2%) DirecTV Now offering arriving later this year (likely at $50/month or more), and enters a skinny space that already holds Sling TV (DISH +1.4%).
    • Updated 3:48 p.m.: Viacom (VIA +0.3%, VIAB +0.8%), home of MTV, Nickelodeon, Comedy Central and BET, is also in advanced talks to join the service.
    • Wall Street Journal report
    | Wed, Oct. 19, 2:51 PM | 35 Comments
  • Wed, Oct. 19, 2:38 PM
    • Google (GOOG, GOOGL) has reached a deal with CBS (NYSE:CBS) on a planned Web TV service -- and the search giant is also in advanced talks with Walt Disney (NYSE:DIS) and Twenty-First Century Fox (FOX, FOXA) to join, according to Dow Jones Newswires.
    • The service would be housed on Google's YouTube, which has made inroads this year on live-streaming as well as subscription offerings, including ad-free product YouTube Red.
    • The move comes slightly ahead of an expected late-2016 launch from AT&T (NYSE:T) of its DirecTV Now streaming service. AT&T chief Randall Stephenson has said that service would be "very, very" aggressively priced; most analysts expect an offering around $50 a month or as much as $60/month.
    • AT&T (T) makes a dip down, now up just 0.3% on the day.
    | Wed, Oct. 19, 2:38 PM | 30 Comments
  • Tue, Oct. 18, 4:02 PM
    | Tue, Oct. 18, 4:02 PM | 4 Comments
  • Tue, Oct. 18, 1:29 PM
    • While initial reviews of Google's (GOOG, GOOGL) Pixel device are mostly favorable ( "home run""first rate"), a broad theme to develop across the write-ups is the perception that the offering is mainly good relative to prior and existing Android smartphones.
    • Though consideration as "the best Android phone" is nonetheless positive, Google is hoping to not only challenge Samsung (OTC:SSNLF) with the Pixel, but compete with Apple (AAPL +0.5%) and position itself as a major player in the market where its products can be viewed as a top option across all ecosystems.
    • Still in the early stage of a hardware strategy redirection, Google will release the Pixel onto the market this Thursday with consumer reception, eventual sales figures and other factors to detail more comprehensive impact of the device in coming time.
    • Further reviews: Associated PressWall Street Journal, The New York TimesLos Angeles Times, WIRED, CNETEngadget, VentureBeat, Gizmodo
    | Tue, Oct. 18, 1:29 PM | 144 Comments
  • Mon, Oct. 17, 1:01 PM
    • Target on Alphabet (GOOG, GOOGL) previously set at $940 (current price Class A – $810.20, Class C – $783.60)
    • Analyst Stephen Ju cites advertiser budget deployments for search increasing into Q3 and the holiday period, advertising product diversity, revenue growth acceleration realized in Q2 and anticipated multiple expansion in the call.
    • Outperform rating and status as top pick in coverage universe maintained.
    • Earlier: Credit Suisse raises Amazon target to $1,050
    | Mon, Oct. 17, 1:01 PM | 3 Comments
  • Fri, Oct. 14, 4:47 AM
    • Tech giants including AMD, Dell/EMC, Google (GOOG, GOOGL), HPE, IBM, Mellanox (NASDAQ:MLNX), Micron (NASDAQ:MU), Nvidia (NASDAQ:NVDA) and Xilinx (NASDAQ:XLNX) have linked up to give Intel (NASDAQ:INTC) a good kick in the datacenters.
    • The group has come up with an open specification, dubbed OpenCAPI, that can boost server performance by up to 10x.
    • Effectively they are moving away from PCIe, the current industry standard, to something that is both more open and vastly more powerful.
    | Fri, Oct. 14, 4:47 AM | 78 Comments
  • Thu, Oct. 13, 6:07 PM
    • Salesforce Lightning for Gmail and coordination between Sales Cloud (NYSE:CRM) and Google Sheets (GOOG, GOOGL).
    • Salesforce Lightning for Gmail – Records stored on Salesforce can be accessed and new ones can be created from within Gmail, with contacts able to be imported from a user's Gmail address book into Salesforce. Not currently available, a pilot version of Lightning for Gmail will be available at the end of this year (free for Salesforce customers).
    • Sales Cloud, Google Sheets – View, edit, delete and sync records between Sheets and Salesforce. Also to be available in beta by end of year.
    • Peeking into the future of work with Salesforce
    • Earlier this week: Facebook launches Workplace
    | Thu, Oct. 13, 6:07 PM | 4 Comments
  • Thu, Oct. 13, 9:12 AM
    • Google (GOOG, GOOGL) was expected to formally address the charges today.
    • A new deadline has now been set for November 7. Responses to two separate cases involving Android and online search advertising are due on October 31 and October 26, respectively.
    • The European Commission, leading the investigation on all of the cases, has reportedly warned penalties in the shopping and Android cases may be significant.
    | Thu, Oct. 13, 9:12 AM
  • Thu, Oct. 13, 5:14 AM
    • Facebook (NASDAQ:FB) and Alphabet (GOOG, GOOGL) are joining with China's Pacific Light to lay an ultrafast internet cable between Los Angeles and Hong Kong, the latest sign of its U.S. backers' insatiable appetite for bandwidth.
    • Meanwhile, Nokia's (NYSE:NOK) Alcatel Submarine Networks has set a new record for cable transmission capacity for communications traffic - doubling its previous levels - as the company responds to a pick-up in demand from Internet firms.
    | Thu, Oct. 13, 5:14 AM | 4 Comments
  • Wed, Oct. 12, 1:24 PM
    • In a segment on CNBC, Sacconaghi indicates Samsung Electronics (OTC:SSNLF) anticipated selling 25M Galaxy Note 7s this year and despite these users now being on the open market, offers a "wild guesstimate" of 20% (5M incremental units) of them potentially defecting to Apple.
    • Further considers broader Samsung brand damage and the possible impact it could have on the company's other smartphone lines (50M-60M total sold per year in $500 range), adding this could contribute to further incremental iPhone buyers should defection occur across these as well.
    • Though suspecting a moving away from Samsung devices (highlights Google Pixel, which exists in Android ecosystem), he nonetheless points out it is still too early to discern concrete outcomes of the situation.
    • Maintains Apple (AAPL +1.2%) at Outperform and a $125 target (current price $117.50).
    • Yesterday: Drexel Hamilton projects 8M iPhone unit gain for Apple resulting from Galaxy Note 7 demise
    | Wed, Oct. 12, 1:24 PM | 92 Comments
  • Wed, Oct. 12, 12:34 PM
    • Alongside TE SubCom (TEL -0.4%) and Pacific Light Data Communication Co.
    • Set to launch in the summer of 2018, the Pacific Light Cable Network will measure nearly 8K miles and once constructed, will register the highest-capacity transpacific route to date.
    • With Facebook (FB +0.2%) and Google (GOOG, GOOGL) driving ever-increasing quantities of global internet traffic, a greater stake in the infrastrucutre faciliatting its delivery could yield distinct advantages going forward.
    • Earlier: Nokia demonstrates new record undersea cable capacity
    | Wed, Oct. 12, 12:34 PM | 38 Comments