This week in tech: Netflix, Amazon and flying taxis

Lachlan MacGregor

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More

This week in tech: Tesla vs Everyone, commute anywhere in under an hour, commercial driverless taxis by Christmas, and how do you invest in this

Lachlan MacGregor

This week the news was overrun with announcements by car makers expanding their electric vehicle ambitions. Elon Musk presented SpaceX's plans for colonisation of Mars, as well as rockets that could allow commuting to anywhere on Earth in an hour - for the price of an economy ticket. And Google... Show More

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This week in tech: Tech sell-off redux, is Instagram the next Facebook, and the Vacuum King takes on Tesla's Iron Man

Lachlan MacGregor

This week there was a major sell-off in tech - including Facebook and the rest of the FAANGs, Instagram announced it has reached 800 million users and at this pace could be larger than Facebook, and Tesla has new competition in the Electric Vehicle market from Dyson. Show More

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This week in tech: Apple’s iPhone hangover, Tesla dumping Nvidia for AMD, Google’s hardware play and Netflix’s $1bn fight with a drug lord

Lachlan MacGregor

This week we saw Apple’s share price suffer a hangover from the launch of the iPhone 8 and iPhone X. Tesla surprised the market with the rumour that it is partnering with AMD for an autonomous driving chip, knocking Nvidia’s shares. Google bought HTC’s Pixel hardware team. And amusing (and... Show More

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Will the tech sell-off continue? Three things to understand before deciding

Lachlan MacGregor

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus Microsoft and Apple were all down 3-5%. The slide resumed on Wednesday and Thursday and investors must question whether this will continue. I think there... Show More

The end of Funny Money in Silicon Valley and why it matters

Lachlan MacGregor

In 35 days Alphabet will expense stock-based compensation in their non-GAAP results. A number of tech titans, including Facebook, have also broken rank from the industry. This shift could change the perception of value in many high-flying stocks in 2017 - a sharp reminder to always focus on real earnings. Show More

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