1. Articles from seekingalpha.com

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    1. Why Robo-Analysts, Not Robo-Advisors, Will Transform Investing

      Why Robo-Analysts, Not Robo-Advisors, Will Transform Investing

      Why Robo-Analysts, Not Robo-Advisors, Will Transform Investing Jul. 15, 2017 7:30 AM ET | Summary Robots are feared to be taking over the investment world, but it's not a black/white story. Robo-analysts can enhance the quality of investment advice by allowing analysts to focus on the value-added components of their work. We share a couple examples where our robo-analyst approach opened up an opportunity for us.

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    2. How Much Artificial Intelligence Does IBM Watson Have?

      How Much Artificial Intelligence Does IBM Watson Have?

      How Much Artificial Intelligence Does IBM Watson Have? Jul.13.17 ARK Invest To gauge the future of IBM (NYSE: IBM ) one needs to understand its cognitive computing platform, Watson. As its core business declines, IBM is counting on Watson to drive growth in new areas such as analytics, healthcare, internet of things, and security. But, what kind of artificial intelligence (AI) is IBM Watson? And, how does it compare to the many deep learning based products entering the market today?

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    3. When Nerds Rule The Boardroom

      When Nerds Rule The Boardroom

      When Nerds Rule The Boardroom Jul. 7, 2017 10:34 AM ET | Special situations, medium-term horizon, energy, long/short equity Summary Amazon and Google are able to enter and dominate nearly any market of their choosing. Rapid advancements in machine learning and explosive growth in data will lead to innumerous new products and services that will displace dozens of major companies. The Whole Foods acquisition is just the start.

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    4. Amazon and Google are able to enter and dominate nearly any

      Amazon and Google are able to enter and dominate nearly any

      Amazon and Google are able to enter and dominate nearly any market of their choosing. Rapid advancements in machine learning and explosive growth in data will lead to in-numerous new products and services that will displace dozens of major companies. The Whole Foods acquisition is just the start. Businesses in every sector need to embrace machine learning or fall behind.

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    5. A Look At The Artificial Intelligence Companies And My Top 5

      A Look At The Artificial Intelligence Companies And My Top 5

      A Look At The Artificial Intelligence Companies And My Top 5 Jul. 6, 2017 5:38 PM ET | Trend Investing Summary AI appears on our smartphones, with personal assistants, augmented and virtual reality headsets, robots, in data centers, and in semi and fully autonomous vehicles. AI will be dominated by the big names such as Apple, Amazon, Alphabet Google, Facebook, and Samsung; however some smaller names like Nvidia and AMD can also do well. AI will be invisible, yet it will be everywhere.

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    6. AI appears on our smartphones, with personal assistants, aug

      AI appears on our smartphones, with personal assistants, aug

      AI appears on our smartphones, with personal assistants, augmented and virtual reality headsets, robots, in data centers, and in semi and fully autonomous vehicles. AI will be dominated by the big names such as Apple, Amazon, Alphabet Google, Facebook, and Samsung; however some smaller names like Nvidia and AMD can also do well. AI will be invisible, yet it will be everywhere. Note: This article first appeared on my Trend Investing Marketplace service on June 8.

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    7. Baidu Acquires KITT.AI For Natural Language Technology

      Baidu Acquires KITT.AI For Natural Language Technology

      Baidu Acquires KITT.AI For Natural Language Technology Jul. 6.17 Summary China Internet giant Baidu has acquired chatbot software company KITT.AI for an undisclosed amount. KITT has developed a suite of developer software tools that simplify incorporating natural language processing into messaging apps. Baidu is aggressively moving forward on its AI strategy and stands to expand its business model from search/advertising to direct commerce enablement.

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    8. IBM To Return To Growth Next Year

      IBM's strategic imperatives have been successful. I estimate the company to report revenue growth of 3% next year. Investors are underestimating IBM's competitive position in Cloud. Investors can pick up 3.9% yield now that pessimism is high. Thesis IBM's (NYSE: IBM ) turnaround is working. I estimate the company to start growing again next year. This is largely due to their strategic imperatives which have now reached critical mass.

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      Mentions: China Samsung IBM
    9. Athenahealth To Acquire Praxify For Up To $63 Million

      Athenahealth To Acquire Praxify For Up To $63 Million

      Athenahealth To Acquire Praxify For Up To $63 Million Jun. 9.17 Summary EHR company athenahealth has agreed to acquire Praxify Technologies for up to $63 million in cash. Praxify has developed a mobile-centric, machine learning clinician decision support system and related patient after-care app. The deal promises to provide athenahealth with a front-end solution to improving clinician workflows, potentially also serving as an entree into selling its other offerings.

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    10. Cloudera's (CLDR) Ceo Tom Reilly on Q1 2018 Results - Earnings Call Transcript

      Cloudera's (CLDR) Ceo Tom Reilly on Q1 2018 Results - Earnings Call Transcript

      Cloudera's (CLDR) CEO Tom Reilly on Q1 2018 Results - Earnings Call Transcript Jun. 9.17 Q1 2018 Earnings Conference Call June 08, 2017 05:00 PM ET Executives Tom Reilly - Chief Executive Officer Jim Frankola - Chief Financial Officer Mick Hollison - Chief Strategy Officer Amr Awadallah - Chief Technology Officer Analysts Kash Rangan - Bank of America with Merrill Lynch Walter Pritchard - Citi Greg McDowell - JMP Securities Operator Good afternoon my name is Leandra and I will be your conference operator today. Welcome to the Cloudera first quarter fiscal 2018 quarterly results conference call. All participants' lines have been placed in listen-only ...

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    11. A Post-Earnings Analysis Of Google

      A Post-Earnings Analysis Of Google

      Summary Identifying post-earnings tone and momentum requires in-depth research. Here, we look at Google's post-earnings rally and some of the insightful comments from the earnings report. While Google tends to overreact to earnings, the highly optimistic sentiment in the earnings report is becoming more mundane for investors. Earnings Exposers anticipated the Google (NASDAQ: GOOG ) (NASDAQ: GOOGL ) earnings rally.

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      Mentions: Markov Google NLP
    12. Not Even Wrong: Ways To Dismiss Technology

      Not Even Wrong: Ways To Dismiss Technology

      Benedict Evans Research analyst, tech, telecom, internet There's a story told of the theoretical physicist Wolfgang Pauli that a friend showed him the paper of a young physicist that he suspected was not very good but on which he wanted Pauli's views. Pauli remarked sadly "It is not even wrong." For a theory even to be wrong, it must be predictive and testable and falsifiable.

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    13. Google: The Full Stack AI Company

      Google: The Full Stack AI Company

      ARK Invest Google (NASDAQ: GOOG ) has become a full stack AI company. It uses its own data to train its own algorithms running on its own chips deployed on its own cloud. The result is that Google is able to innovate very quickly in AI and deploy it ahead of its peers—just like Apple (NASDAQ: AAPL ) took full control of OS and chip development for the iPhone. By becoming world-class at four layers of the tech stack, Google’s AI is now harder to catch than ever.

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    14. Only The White Heat Of Technology Can Revive Growth

      Only The White Heat Of Technology Can Revive Growth

      Only The White Heat Of Technology Can Revive Growth May 25, 2017 7:48 AM ET | US growth his hitting constraints from labor productivity and labor force growth. Big tax cuts will do little to solve these constraints. The US could do much better by embracing the artificial intelligence revolution, and it is already well placed to benefit from this. But the dislocation of labor AI will produce could very well require a stronger, not a weaker safety net.

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      Mentions: Japan Italy Finland
    15. Will Amazon Retain Its Cloud Supremacy?

      Will Amazon Retain Its Cloud Supremacy?

      Will Amazon Retain Its Cloud Supremacy? May.21.17 Shareholdersunite Summary Amazon has enjoyed a significant first mover advantage in cloud computing, enabling it to establish a presence that is much bigger than any of its competitors. This enabled the company to finally gain in a fast growing market and enjoy high profit margins at the same time. However, with the acceleration of AI and machine learning, Amazon's cloud position will face increasing competition.

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    16. Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript

      Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript

      Alibaba Group Holding's (BABA) Daniel Zhang on Q4 2017 Results - Earnings Call Transcript May.18.17 Alibaba Group Holding Limited. (NYSE: BABA ) Q4 2017 Results Earnings Conference Call May 18, 2017, 07:30 AM ET Executives Joseph Tsai - Executive Vice Chairman Daniel Zhang - Chief Executive Officer Maggie Wu - Chief Financial Officer Analysts Mark Mahaney - RBC Capital Markets Alan Hellawell - Deutsche Bank Evan Zhou - Credit Suisse Operator Good day ladies and gentlemen.

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    17. Acxiom: A Solid Data Analytics Platform In A Data-Driven World

      Acxiom: A Solid Data Analytics Platform In A Data-Driven World

      Long/short equity Summary Using Acxiom's data analytics platforms, smaller ad-tech companies can form consortia to become a threat to data-rich advertising giants like Alphabet and Facebook. ACXM’s platforms together create a comprehensive data analytics suite for a distinctly data-driven and targeted omni-channel ad campaign. With global programmatic advertising growing at 22% a year to 2020 and advancements in artificial intelligence, we see our above street estimates for ACXM justified.

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      Mentions: Amazon China Google
    18. Remark Holding's (MARK) Ceo Shing Tao on Q1 2017 Results - Earnings Call Transcript

      Remark Holding's (MARK) Ceo Shing Tao on Q1 2017 Results - Earnings Call Transcript

      Remark Holding's (MARK) CEO Shing Tao on Q1 2017 Results - Earnings Call Transcript May.15.17 Remark Holdings Inc. (NASDAQ: MARK ) Q1 2017 Earnings Conference Call May 15, 2017, 11:00 AM ET Executives Shing Tao – Chairman and Chief Executive Officer Doug Osrow – Chief Financial Officer Analysts Darren Aftahi – Roth Capital Partners Operator Good day everyone. Welcome to the Remark Holdings First Quarter Financial Results Conference Call. Today’s conference is being recorded.

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      Mentions: Amazon China Google
    19. Donnelley Financial Solutions' (DFIN) Ceo Dan Leib on Q1 2017 Results - Earnings Call Transcript

      Donnelley Financial Solutions' (DFIN) Ceo Dan Leib on Q1 2017 Results - Earnings Call Transcript

      Donnelley Financial Solutions' (DFIN) CEO Dan Leib on Q1 2017 Results - Earnings Call Transcript May. 4.17 Donnelley Financial Solutions, Inc. (NYSE: DFIN ) Q1 2017 Earnings Conference Call May 4, 2017, 9:00 am ET Executives Bill Mastoris - Robert W. Baird & Company Operator Welcome to the Donnelley Financial Solutions First Quarter 2017 Results Conference Call. My name is Eric and I will be your operator for today's call. At this time, all participants are in a listen-only mode.

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    20. Inovalon Holdings' (INOV) Ceo Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript

      Inovalon Holdings' (INOV) Ceo Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript

      Inovalon Holdings' (INOV) CEO Keith Dunleavy on Q1 2017 Results - Earnings Call Transcript May. 3.17 Inovalon Holdings Inc. (NASDAQ: INOV ) Q1 2017 Earnings Conference Call May 03, 2017 05:00 PM ET Executives Kim Collins - SVP, Corporate Marketing & Communications Keith Dunleavy - CEO Chris Greiner - CFO and COO Analysts Steven Valiquette - Bank of America Merrill Lynch Mark Rosenblum - Morgan Stanley Matthew Gillmor - Robert W. Baird Frank Sparacino - First Analysis Jamie Stockton - Wells Fargo Operator Good day, ladies and gentlemen, and welcome to the Inovalon First Quarter 2017 Earnings Call. At this time, all participants are in a listen-only mode. Later ...

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    21. Cirrus Logic (CRUS) Q4 2017 Results - Earnings Call Transcript

      Cirrus Logic (CRUS) Q4 2017 Results - Earnings Call Transcript

      Cirrus Logic (CRUS) Q4 Cirrus Logic, Inc. (NASDAQ: CRUS ) Q4 2017 Earnings Call May 03, 2017 5:00 pm ET Executives Thurman K. Case - Cirrus Logic, Inc. Jason P. Rhode - Cirrus Logic, Inc. Chelsea Heffernan - Cirrus Logic, Inc. Analysts Matthew D. Ramsay - Canaccord Genuity, Inc. Tore Svanberg - Stifel, Nicolaus & Co., Inc. Christopher Rolland - Susquehanna Financial Group LLLP Christopher Hemmelgarn - Barclays Capital, Inc. Charlie Lowell Anderson - Dougherty & Co. LLC Rajvindra S. Gill - Needham & Co. LLC Joshua Buchalter - Oppenheimer & Co., Inc. Operator Ladies and gentlemen, thank you for standing by. Welcome to the Cirrus Logic's Fourth Quarter and Full Fiscal Year ...

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    22. Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript

      Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript

      Blackbaud (BLKB) Q1 2017 Results - Earnings Call Transcript May. 2.17 May 02, 2017 8:00 am ET Executives Michael P. Gianoni - Blackbaud, Inc. Anthony W. Boor - Blackbaud, Inc. Analysts Tom Roderick - Stifel, Nicolaus & Co., Inc. Justin A. Furby - William Blair & Co. LLC Ben McFadden - Pacific Crest Securities Rishi Jaluria - JMP Securities LLC Jason Velkavrh - Robert W. Baird & Co., Inc. (Broker) Kirk Materne - Evercore Group LLC Brian Peterson - Raymond James & Associates, Inc. Kevin Liu - B. Riley & Co. LLC Mark W. Schappel - The Benchmark Co. LLC Ryan MacDonald - Wunderlich Securities, Inc. Operator Good day and welcome to the Blackbaud First Quarter ...

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    1-24 of 134 1 2 3 4 5 6 »
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