Last week, the world got a glimpse of how Space Exploration Technologies (SpaceX) Chief Executive Officer Elon Musk is using cutting-edge technology from Tesla (Nasdaq: TSLA), his electric car company, to create a spacecraft.
Auto sales are rocketing.
In November, the industry sold $1 billion worth of new vehicles a day, setting a record for that month.
And this flood tide of new vehicles will have more cutting-edge technology than ever before, creating a perfect profit storm of two exploding industries.
This is the most exciting time I've ever seen in the industry since I began tracking it 34 years ago.
And here's the thing: Google and Apple are excited, too. They'll make plenty of money on this trend, as you're about to see. But the "pure play" here is a much better investment...
Today (Thursday), Money Morning Defense & Tech Specialist Michael A. Robinson appeared on FOX Business' "Varney & Co." to discuss whether the tech companies that are driving the market right now will be among the best investments in 2014.
Robinson believes the growth and earnings of tech companies continue to offer investors what they want - good cash flow and solid earnings. When Varney co-host Charles Payne points out that "Amazon hasn't made a nickel since day one," Robinson counters by saying that "each company has a unique story to tell."
Healthcare.gov’s many problems are turning into a nightmare for President Obama. Calls are growing for HHS Secretary Sebelius’ resignation. But it all could have been avoided had the government turned to this tiny “e-government” specialist. This company’s shares take off with each new project they ace – more than 73% in the past year –
They used to call it dark fiber...
It was the 1990s, when Telecom firms were plowing billions into fiber optic networks to prepare for the coming explosion in traffic for the web, wireless systems, and computer networks.
Turns out, the supposed "gold rush" was just a few years ahead of its time. So, much of the fiber optic systems sat unused. They were quite literally dark - no light, no data, was shining down the high-speed cables.
But quietly over the past few months, the fiber-optic sector has hit critical mass.
It's lit up like never before.
Consider that one small-cap leader has already handed savvy broadband investors gains of nearly 300% over the past year.
And with a market cap of just $342 million, the fast-moving stock still has plenty of room to run.
In a moment, I'll show you just what I mean...
If you've blinked in the last 14 days, you might have missed this...
ARM Holdings PLC (Nasdaq ADR: ARMH) - one of the world's dominant mobile-device chip companies - bought a small Finnish software startup called Sensinode Oy in a deal whose price wasn't reported.
And most folks shrugged it off as just another of the thousands of below-the-radar deals that companies do every year.
But this one's different.
ARM's buyout of Sensinode is the latest reminder that the single-biggest profit opportunity currently on my radar screen is about to start paying off.
And because we're talking about a $14 trillion opportunity - meaning this newly emergent tech market will actually approach the entire U.S. economy in size - I want you to see what's going on here.
I'm even going to show you the top companies I've identified...
Prepare to be amazed in that special way that only remarkable science can amaze you.
Remember the first time you saw liquid nitrogen in person, or watched a butterfly emerge from its cocoon? THAT kind of amazed.
Now let's talk spider silk.
Japan-based startup Spiber Inc. says it has found a way to make and use artificial spider silk.
Why is that a big deal?
To fully understand, you have to be aware of the astonishing qualities of spider silk.
You don’t always have to buy a stock to double your money.
Sometimes, an exchange-traded fund (ETF) can pack just as big a wallop.
ETFs with that kind of horsepower don’t come along all that often, which is why you have to pick the right one … at the right time.
And that’s the tech-investing home run that I have for you today – an ETF with actual double-your-money profit potential.
Cloud computing is going to grow from about $41 billion in 2011 to $241 billion in 2020. Here are the tech stocks that stand to benefit the most. Read more...
In many tech circles it's become fashionable to warn that the era of exponential growth in technology is coming to an end. Even powerful people in the industry have gone on record worrying about the sustainability of its growth.
Since the global economy is fed by advances in high tech, that also would mean markets would suffer seriously if tech stumbled.
But there's a lie at the heart of this argument and it means there's a lot of opportunity for savvy investors.
Let me explain...
If you've been riding along with me for any length of time, you know I get really revved up whenever I talk about the "Mobile Wave" in technology.
The truth is, I can't help it: I look at the forecasts, calculate all the money that can be made, and end up feeling as jazzed as can be about the windfall profits we can reap from this transformational trend.
The record $17 billion Apple bond offering this week will do more than just placate shareholders eager to get some benefit from the company's $144.7 billion in cash.
It will help Apple Inc. (Nasdaq: AAPL) avoid paying taxes, a feat that the Cupertino, CA tech giant has elevated to a high art.
Apple stock was up 5% in after-hours trading Tuesday when its earnings report turned out to be better than expected - but, not great.
Everyone was bracing for the worst when Apple Inc. (Nasdaq: AAPL) released second-quarter earnings Tuesday after the close. The big question was just how bad things were going to be.
The answer turned out to be... not so awful. The iPhone maker surprised Wall Street with better than expected numbers, mostly because expectations were so low.
However, as expected, forward guidance was glum.
The market's North Star of growth is going to report earnings tomorrow. Good news or bad news isn't the real question.
The question is: With Apple off nearly 50% from its $705.07 a share high set last September, is the famed tech giant a "buy" again?
Here's my unequivocal answer...
The trend has some wondering if investors are consciously moving their money from one tech giant to the other.