Monday’s announcement by AT&T that it would allow rich companies that push a lot of bits through AT&T's pipes to subsidize costs to end users is an end-run around the long-standing debate…
These arethe top analyst upgrades, downgrades and initiations seen from Wall Street research firms for Tuesday, January 7.
courtesy of Sirius XM RadioWhat’s not to like about Sirius XM Holdings Inc. (NASDAQ: SIRI)? The satellite radio company created from the 2008 merger of Sirius and XM Radio has a market…
ThinkstockWhat would a huge holiday quarter look like for Amazon (NASDAQ: AMZN)? Revenue of $25 billion. At that level Amazon would prove that its sales can continue to grow at an unexpectedly…
Wikimedia CommonsGoogle (NASDAQ: GOOG) does not want to be outdone by Amazon (NASDAQ: AMZN) or the dozens of national retailers which have offered massive discounts on items to bring in foot and…
MicrosoftWhich company will rule the America TV experience? Will it be primarily hardware or software based? Will it be a cable company which relies on ancient set-tops and primitive pay per view? An online…
ThinkstockIf anyone wants to understand the advantage Amazon (NASDAQ: AMZN) has over rivals who sell merchandise online, he only has to look at traffic data. Amazon has more than twice the number of…
courtesy of Sony Corp.Various reports claim that Sony Corp. (NYSE: SNE) has hired consulting firm Bain & Co. to find cost cuts at Sony Pictures Entertainment, which may total $100 million annually.…
Frank Golhen, via Wikimedia CommonsFor much of the past two years, technology has dominated both long/short exposure and long/short performance in the hedge fund world. This has changed over the past quarter with…
ThinkstockThe need for speed, whether wireline or wireless, continues to drive the direction of most of the top companies in the Robert Baird Communication Services and Technology coverage universe. The quality of…
Jon OggWe are nearing the end of earnings season, and stocks have challenged new all-time highs. Now investors are starting to think about 2014, and the notion of which stocks to buy…
courtesy of Apple Inc.When you hear about activist investor activity from Carl Icahn and Icahn Enterprises L.P. (NASDAQ: IEP) these days, you might generally think of Netflix Inc. (NASDAQ: NFLX) or Apple…
courtesy of Netflix Inc.We noted Tuesday morning that activist investor Carl Icahn could be considering a sale of all or part of his stake in Netflix Inc. (NASDAQ: NFLX). The streaming/DVD rental…
courtesy of Netflix Inc.Netflix Inc. (NASDAQ: NFLX) has been the comeback kid in media and online entertainment. The subscription movie and media player has rendered Blockbuster and other business models irrelevant, and…
ThinkstockOnline video has radically changed the way Americans consume media. People want to watch when it is convenient for them, not when network programmers want them to. The industry’s term for it…
