Sunday, November 28, 2021

How "neo-conglomerates" like Apple, Amazon, Alphabet, Microsoft, and Meta replaced and outgrew industrial conglomerates like GE, Toshiba, and Johnson & Johnson (Christopher Mims/Wall Street Journal)

Christopher Mims / Wall Street Journal:
How “neo-conglomerates” like Apple, Amazon, Alphabet, Microsoft, and Meta replaced and outgrew industrial conglomerates like GE, Toshiba, and Johnson & Johnson  —  As General Electric and other old-school behemoths break up, Amazon, Apple, Alphabet, Microsoft and Meta are taking …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...