The evanescent seven

Companies in the news and how they were assessed

“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp

Would you buy a 40-year bond from Oracle? No, neither would I. If, as Lenin said, there are weeks when decades happen, then anything could change in 40 years. In 1985, IBM and General Electric were tw

Companies in the news and how they were assessed

The US government has shut down again. But even as the shutdown approached, stocks rose. How could they go up while the single biggest player in the whole economy withdraws? Because maybe it doesn’t m

BUOYED BY EMERGENCY INVESTMENTS FROM THE U.S. GOVERNMENT AND INDUSTRY PEERS, ONE OF AMERICA’S GREATEST TECH COMPANIES IS IN THE FIGHT OF ITS LIFE .