Baidu's 2017 Guidance Disappoints. Struggling with Weak Revenue and High Costs. Recovery Delayed.
We have been somewhat bearish on Baidu (BIDU US) and highlighted this at the last quarter's results. Nothing we see in the latest numbers really...
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5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
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China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
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Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
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