1:44pm ET
Investing
Yahoo!: Back To $22?
Bloomberg has written an analysis of Yahoo!’s (YHOO) business prospects that is grim. The news agency makes the argument that, after losing the search business to Google (GOOG), its is losing the…
GOOG Coverage Page 318
10:17am ET
Investing
Nokia (NOK) And Skype’s Cellular Threat
Just as there is talk of the FCC opening up spectrum for companies to set up independent voice and data networks, Nokia (NOK) has announced that its adding Ebay’s (EBAY) Skype VoIP…
8:13am ET
Investing
Google (GOOG): Predicting The Next Decade
When Wall St. researchers make 10-year predictions, it is worth wondering if they have anything better to do with their time. Perhaps they could focus on the next quarter. Cowen & Co.…
4:39am ET
Investing
New Nielsen Ratings Mean Nothing To Google (GOOG)
Nielsen NetRatings is hoping to change the way that websites audiences are measured. The change is significant enough so that it will re-order the rankings of major web properties. The new ratings…
Douglas A. McIntyre 4:27am ET
Investing
AT&T (T) And Verizon (VZ): Worst Nightmare, Spectrum Sale
As the land-line businesses at large telcos like AT&T (T) and Verizon (VZ) have been eroded by technology, especially cable-delivered VoIP, earnings have been kept strong by their cellular divisions. Cell subscriber…
5:17am ET
Investing
Big Jumps In Amazon (AMZN) And Level 3 (LVLT) Signal Tech Hopes
Amazon (AMZN) rose 4% yesterday on no news. So did Level 3 (LVLT). Odd that both happened on the opening day of earnings season. Other tech firms like Google (GOOG) are also…
10:01am ET
Investing
Microsoft’s (MSFT) Online Opportunity In China
Unlike most counties, China’s top websites are not Yahoo! (YHOO) and Google (GOOG). According to a new Asia internet study by comScore, two of the top three sites in China are Baidu…
6:40am ET
Investing
Early Research Calls 7/9/2007
Bear Stearns Upgrades PCAR to outperform. Think Equity downgrades YHOO to accumulate. LXK cuts guidance for Q2. TEVA upgraded to outperform at Bear Strearns. ESV downgraded to underperform at Credit Suisse. GOOG…
3:11am ET
Investing
Media Digest 7/9/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, a dispute between Airbus and GE (GE) could delay the launch of the Airbus 350. Reuters writes that Boeing (BA) will unveil its 787 after recently receiving a number…
5:20pm ET
Media
Cramer Keeps Riding Growth, Particularly R-I-M (RIMM)
Stock Tickers: RIMM, AMZN, NVDA, GLW, GOOG, LVLT, CROX, UA, CIEN On tonight’s MAD MONEY on CNBC, Cramer said you don’t need to worry about next week: You need a roadmap for…
4:33am ET
Investing
After Long Underperformance, Google (GOOG) Passes Yahoo! (YHOO)
Through most of this year, Yahoo! (YHOO) shares have outperformed Google’s (GOOG). At two points over the period, Google was flat for the year and Yahoo! was up over 30%. One of…
12:01pm ET
Media
Cramer’s Back; Sticking with Apple, R-I-M, And More
Today on TheStreet.com video (link here), Jim Cramer was interviewed after being out on vacation and he is sticking with Apple (AAPL-NASDAQ) and Research-in-Motion (RIMM-NASDAQ). This is a bit different than the…
3:12am ET
Investing
Media Digest 7/5/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Australia Australian fund manager Caledonia said it would vote against Chicago Merch’s (CME) proposal to buy CBOT (CBOT) The fund own over 6% off the exchange. Reuters writes that…
9:41am ET
Investing
Baidu.com (BIDU) Gets Too High
Baidu.com (BIDU) hit a 52-week high of almost $194 today. That puts the shares up over 110%. And, the company has a market cap of $6.4 billion. That is 49 times trailing…
4:53am ET
Investing
Why Microsoft (MSFT) Windows Has No Competition
Google (GOOG) has launched free spreadsheet and word processing products, but they are unlikely to pull customers away from Windows. The products simply don’t have enough integrated features. Apple’s (AAPL) Leopard OS…