The U.S. Federal Reserve was also in the spotlight, and Twitter took center stage once again as we learned of the micro-blogging site's target IPO date.
- The Ultimate Tech Stock "Treasure Map"
- The Big Lie in Tech Today
- How to Really Make a Fortune on the "Mobile Wave"
- Apple Bond Offering is Proof It'll Do Anything to Avoid Taxes
- Apple Stock is Up After Earnings – But Are Gains Here to Stay?
- Apple: Cash or Trash?
- Dumping Apple Stock for Google: How Investors Could Get Burned
- Apple iWatch, Google Glass First Shots in New Clash of Tech Giants
- The Tech Play That's Better Than the "Next Google"
- A New Speed of Light Breakthrough Gives Tech Investors Two Ways to Profit
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...
Warren Buffett used to define a "margin of safety" as a company that was trading close to - or even below - "breakup value."
Of course, that metric doesn't work as well today - especially in the parts of the tech sector that we like to focus on: You just aren't going to find many high-growth companies trading at bargain-basement levels.
But with U.S. firms sitting on a record $1.7 trillion in cash, you can find some name-brand tech firms whose cash reserves can cover a decent portion of their share price - creating a nice "margin of safety" as we move into the fall. (Good timing, considering everything that's happening - or not happening - in D.C. right now.)
I like to refer to these as "Cash is King" tech stocks.
So let's look at three of the best ones today.
There's a shake-up brewing in the business world. Al Mulally, CEO of a rejuvenated, refocused, and red-hot Ford Motor Company, may be heading over to Microsoft, where CEO Steve Ballmer is retreating under fire. Under Mulally, Ford went from the brink of bankruptcy and irrelevance to one of the the most solid performers on Wall Street. Can Mulally do the same thing for Microsoft and move it back into the "Buy" column? Keith Fitz-Gerald joins FOX Business' Neil Cavuto to tackle this question, along with McDonalds' newest strategy and the effect of the looming government shutdown on Wall Street.
SANTA CLARA, Calif. -- Most investors haven't heard of the man you're about to meet. But they'll certainly wish they had...
He's an executive with the storied Fairchild Semiconductor Int. Inc. (NYSE: FCS) - one of the original Silicon Valley chip makers that played an integral role in the computer revolution.
But don't expect to hear him extolling the virtues of semiconductors.
He's working on something bigger now.
In fact, now that I've seen his research firsthand, demand for this rapidly growing technology could be twice as big as I predicted a month ago here in Money Morning.
For years Microsoft has sought a mobile strategy that would give it a serious chance to contend with market leaders Apple and Google. So the tech giant went out and bought the device and services division of longtime partner Nokia. There's just one problem: It won't work. Here's why...
Judging from the 7.28% "Ballmer Bounce" that followed his announcement, the markets love the idea of long-suffering Microsoft CEO Steve Ballmer stepping down.
So do a lot of investors who believe now - finally - it's time to buy Microsoft.
But is it?
Can the company bring in a new CEO with vision? Can it finally begin to understand content? And is it willing to jettison employees and products that aren't "worth" what the legacy suggests?
I could write you some long, eloquent essay on the merits of corporate turnarounds.
Money Morning Defense and Technology Specialist Michael A. Robinson has been saying how "Big Data" will deliver some of the best investments in technology that we've ever seen...
You see, by 2009, almost every midsized-to-large company in the U.S. economy was storing more than 200 terabytes of data. (A terabyte is about 1 trillion bytes, or 1,000 gigabytes, or 2 times the size of giant retailer Wal-Mart's data warehouse in 1999.)
From the Editor: Michael A. Robinson's research always gives our readers a chance to make a lot of money. Santarus, Inc. is up 125% in less than a year. LIN TV Corp. climbed 102% in just three months. And the company he's recommending later today is expected to grow even faster (and much bigger). So before the details hit your inbox, here's Michael's secret... and why he does all of this in the first place.
One disturbing statistic says it all...
It appeared on Page 1 of The Wall Street Journal back on March 19, less than 24 hours away from the first day of spring, the season of hope...
Fifty-seven percent (57%) of U.S. workers have less than $25,000 in savings.
It's a troubling fact.
And to me, it's just nuts...
After all, America isn't just the land of opportunity and democratic freedoms. It's the single-greatest wealth machine in the history of the human race.
So why are so many Americans struggling right now?
Well, there's no doubt the Great Recession of 2008 cut a swath through a lot of people's savings. Millions lost their jobs and had to rob from their savings just to make ends meet. I sincerely hope that didn't happen to you.
But here's the truth...
Anyone can learn how to build wealth. Anyone can turn $25,000 into $250,000. I'm going to show you how today.
There’s a new high-tech TV coming out that is going to make yours and mine obsolete – but with this stock pick, could make us rich...
With a Microsoft reorganization plan expected to be announced on Thursday, investors at this point must be wondering: will it matter?
Shareholders of Microsoft Corp. (Nasdaq: MSFT) have only recently gotten a glimmer of hope. Microsoft stock had languished in the $25-$30 range for more than a decade until this year, which has seen MSFT pop about 30%.
Although extremely profitable, Microsoft under the leadership of CEO Steve Ballmer has struggled to move beyond its core products of Windows and Office, which still deliver nearly all of those profits.
What this new Microsoft reorganization plan needs to do is reorient the Redmond, WA-based company toward future engines of growth, such as the mobile wave of smartphones and tablets, cloud computing and big data.
Insiders say Ballmer intends the new structure to provide "functional coherence" and will align the company into divisions based on services and devices.
But given Ballmer's spotty track record and Microsoft's unwieldy size (98,000 employees), it's not a given that any major structural overhaul will do much good in addressing the company's real problems.
As one worried Microsoft insider told The Wall Street Journal's All Things D: "If this is all about an org chart and not how to build great products, it does not matter what org chart Ballmer presents. Consumers buy products, not management structure."
Turnaround plays offer windfall tech profits.
They don't come around that often and it can be difficult to find these tech companies with massive, hidden profits. But the payoff can be well worth the search.
In the days when Ashton Kutcher was playing the ditsy Michael Kelso on "That 70s Show," few could imagine him as a highly respected and knowledgeable tech investing venture capitalist.
Yet in recent years, Kutcher has established himself as just that -- a savvy venture capitalist specializing in discovering and nurturing young technology companies.
Most Americans know Kutcher as Kelso, or from his current role as billionaire Walden Schmidt on the CBS TV series "Two and a Half Men," or from the publicity surrounding his marriage and impending divorce from Demi Moore.
And with his unkempt hair and baby face, the 35-year-old hardly looks like a seasoned, in-demand tech investor.
So you can be forgiven for having the same reaction that many in the venture capital investing community had when they first encountered Kutcher.
"When I first met him, I was deeply skeptical of him because he's an actor and famous, and I thought he just wanted to dabble," David Lee, who co-founded SV Angel, an early-stage investment firm in Silicon Valley, told The New York Times. "I've seen his movies, I've seen 'Dude, Where's My Car?' and was not sure what to expect."
But Lee changed his tune after jointly investing with Kutcher in promising tech startup companies.
This week, we focus on three practical questions that can make the average investor a lot of money in the early waves of innovation. All of these questions word together for one purpose.
By answering "yes" to all six questions, you can dramatically increase the probability of a successful technology investment and return on your shares. And best of all, you can identify the winning companies that are poised to profit in the few key sectors that we've identified.
Our fourth question for technology investing is very simple:
Can this technology harness the power of other innovations to maximize its performance and sales?
When exploring this question, it's important to understand how a new technology reaches its full potential. To maximize its potential, a technology must first have the capacity to fulfill what we identified in our first three questions. It must accelerate the speed and transfer of physical goods and trade. It must expedite the flow of information and capital, and provide more "bang for your buck."
But this fourth question requires that the new technology integrate with other technologies that already exist, and make it possible to harness emerging innovations in a high-tech world. This is how we take an existing success and identify just which company is going to lead to a major global breakthrough.
And there's one primary example that can provide the greatest lesson in the recent digital revolution.
There’s no better way to capture maximum growth than with small-cap stocks, and this trio of tech companies look like terrific bargains right now. Read more...