Markman Capital Insight

Nvidia has got still game

August 31st, 2016

It doesn’t get the notoriety of Apple, Google, Facebook and Amazon. It’s not even really a software company yet it’s been a better technology investment and the outlook is sunnier. Nvidia (NVDA) beat Wall Street consensus revenue forecasts in early August by $200 million, sending the stock to another record high. The company is...


Cashing in on Clinton-Trump agreement

August 29th, 2016

Hillary Clinton and Donald Trump actually agree on something. And it’s likely to lead to a bonanza for the economy and investors. About dam time.In early August, both the Clinton and Trump campaigns unveiled major policy speeches. While the broad strokes took typical party lines, there was broad agreement on the poor state of U.S. infrastructure...


Hackers 1, Everyone Else 0

August 26th, 2016

Researchers earlier this month revealed the discovery of computer malware so sophisticated that it managed to hide undetected within enterprise and government computers for five years. Named after an omnipotent Lord of the Rings character, Project Sauron is an unusually well crafted piece of software. Once installed, it lives entirely in...


Your cable box is toast

August 24th, 2016

To get our regular email updates, simply click here.The battle for your TV racheted up August 4 when the U.S. Copyright Office said it did not want the federal government to unlock cable TV boxes. The fight to set TV boxes free from operators is more important that it might seem. Cable television is one of the few remaining parts of the economy...


Pentagon funds our robot masters

August 22nd, 2016

To get our regular email updates, simply click here.In dystopian science fiction movies, it always starts this way: The Pentagon funds a contest of machines built to play war games using artificially intelligent software. End of civilization ensues.This time, in real life, teams of enthusiastic young hackers met in Las Vegas at Defcon. Taking...


Google Electrifies Medical Research

August 19th, 2016

To get our regular email updates, simply click here.GlaxoSmithKline (GSK) and the Verily Life Sciences unit of Alphabet (GOOGL) believe they can stand traditional medicine on its head with tiny implantable robots. The pharmaceutical industry has made tremendous gains in medicine through better chemistry. That’s the basis of...


The car industry learns to share

August 15th, 2016

To get our regular email updates, simply click here.The future of selling cars is bleak. At least that’s what the leading car makers seem to believe because they’re furiously gobbling up alternative mobility businesses. The latest move came in late July as Daimler AG (DDAIF), the company that owns Mercedes-Benz, bought 60% ...


Twitter throws a Hail Mary pass

August 11th, 2016

To get our regular email updates, simply click here.Like so many Internet companies, Twitter (TWTR) is now in a game it probably can’t win. So July 26, it announced a deal to live stream baseball and hockey games. It’s a Hail Mary pass. It wasn’t supposed to be this way. From the beginning, the promise of the Internet was nimble, smart,...