Tag: Media

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
August 15, 2019 Romeo Alvarez 310.448.6913

AI/Cloud Services

Amazon Claims Rekognition Can Now Detect Fear. (Futurismc)

Nvidia Elevates The Conversation For Natural Language Processing (NLP) –Included in the NLP application space are digital voice assistants and customer service chatbots. According to Gartner, 15% of all customer service interactions will be completely handled by AI in 2021, representing a four-fold increase from 2017. (The Next Platform)

Alteryx’s CFO: Cloud Adoption Is a Tailwind For Us –Alteryx CFO Kevin Rubin argued the additional data complexity created by cloud adoption works in his company’s favor. He also declared Alteryx’s relationships with Tableau and Microsoft to remain strong. (TheStreet)

Alibaba’s Cloud Business is on a Run Rate Over $4B –The Chinese ecommerce giant’s cloud business grew 66% in Q1 FY20 to more than $1.1B, or a run rate surpassing $4B.(TechCrunch)

Media

Disney Sets High Bar with New $12.99 Streaming Bundle for Disney+, ESPN+ and Hulu. (Business Insider)

Mobility

UPS Has Been Quietly Shipping Packages on Self-Driving Trucks. (Futurism)

Retail

Nike will launch a subscription service for kids sneakers this week –Nike seeks to woo parents with an offer of fewer trips to the shoe store in exchange for a regular fee and brand loyalty. (Reuters)

How I Built This Podcast – Shopify: Tobias Lutke. (NPR)

IPO Watch

WeWork IPO Filing Hypes Transformative Workplace Potential to Rationalize Massive Losses. (VentureBeat)

Other

Guardant Heatlh’s Adoption is Skyrocketing –The company’s liquid blood tests are catching on quickly as a way to diagnose advanced-stage cancer. Revenue grew 178% in Q2, but its plans for the future are even bigger. (The Motley Fool)

American Tower dips toe in edge computing space –The Company recently announced the acquisition of its first data center. (Fierce Wireless)

Visa market value surpasses JPMorgan, banks that used to own it. (American Banker)

Forrest Norrod Outlines AMD’s Plan To Fight Intel In The Data Center – AMD launched its 2nd-gen EPYC processors, code-named “Rome” last week, saying that the new CPUs provide a 25%-50% lower total cost of ownership over Intel’s 2nd-gen Xeon processors that launched in April. (CRN)

“America is a country of innovators. It’s your job as a trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a . For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
July 29, 2019 Romeo Alvarez 310.448.6913

Artificial Intelligence

The Singularity Is Nearer: Microsoft Places $1 Billion Bet On Artificial General Intelligence. (The Next Platform)

Media

These 8 pro gamers became instant millionaires at the ‘Fortnite’ World Cup this past weekend and the biggest winner is just 16 years old (Business Insider)

Disney+ Will Be Offered as a Hulu Add-On. (MovieWeb)

The Fortnite Game world cup is wild. I’ve never seen anything like this. (Twitter)

Mobil Payments

How Adyen quietly helps firms handle payments – Invisible in the customer checkout process, Adyen serves as a middleman for Microsoft, Booking.com, Uber, LinkedIn, Spotify, Evernote, Tiffany & Co and Gap, among other big, international heavyweights, brands and sector giants. (EJ Insigh)

Retail

Malls are filling their empty spaces with doctor’s offices – While mall leases for clothing retailers declined by more than 10% since 2017, medical clinics at malls have risen by almost 60% during the same period. (CNN)

Walmart and Nordstrom are building stores that don’t sell anything. (CNN)

The State of the Pet Retail Industry –More than ever, pets are viewed as members of the family, and owners are willing to pay a premium to give them what’s best for them. (Retail Dive)

Private equity owners have killed 600K retail jobs,report says.(Retail Dive)

Amazon Wants to Rule the Grocery Aisles, and Not Just at Whole Foods –The company is now quietly exploring an ambitious new chain, probably separate from Whole Foods. (NY Times)

Walmart will pilot ‘middle-mile’ autonomous delivery in its hometown. (Grocery Dive)

Starbucks’ China rival Luckin Coffee (LK) plans first foray overseas – Luckin has been locked in a supercharged expansion plan to unseat Starbucks as the No.1 coffee chain in the world’s second-largest economy and aims to open 2,500 stores in China this year. (Reuters)

Other

Elon Musk is making implants to link the brain with a smartphone –Neuralink, a startup founded by Musk, says the devices can be used by those seeking a memory boost or by stroke victims, cancer patients, quadriplegics or others with congenital defects. (CNN Business)

Google Cloud is generating $8 billion in revenue a year and plans to triple sales force. (CNBC)

More than 50 major companies, from Google to Nintendo, pull production from China because of the trade war. (The Washington Post)

“America is a country of innovators. It’s your job as a trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a . For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
April 24, 2019 Romeo Alvarez 310.448.6913

Media

Disney+ Content Lineup Will Be Less Than 20% of Netflix’s but Disney Has Higher-Rated Titles. (Variety)

Here’s who owns everything in Big Media today – It probably won’t look like this for long. (Recode)

Mobility

Alphabet’s Waymo Reviving Detroit Plant With Self-Driving Cars – Waymo claims it will be the world’s first factory dedicated to producing Level 4 autonomous vehicles. (Bloomberg)

Elon Musk vows fully self-driving Teslas this year and ‘robotaxis’ ready next year. (USA Today)

Elon Musk Boasts Tesla Built the ‘Best Chip in the World,’ Drops Nvidia –Tesla switched over to its own chips and self-driving computer from Nvidia’s for the Model S and Model X about a month ago, and for the Model 3 about 10 days ago. (Bloomberg)

Elon Musk: Any other car than a Tesla in 3 years will be like ‘owning a horse’. (CNBC)

Retail

China’s Starbucks Challenger Files for U.S. IPO – Luckin Coffee applied to list ADRs on Nasdaq under the ticker LK. The coffee unicorn is said to plan to raise around $300M in the IPO. (Bloomberg)

Starbucks is late to coffee delivery in China – With more than 3,300 stores and 45,000 employees in China, Starbucks dominates more than half of the country’s coffee market. But on delivery, it’s playing catch-up. (Yahoo!)

Kohl’s is going to accept Amazon returns in all of its stores across the country,starting in July. (CNBC)

On McDonald’s, Uber Eats, and the effort to systemize last mile commerce in food retail (2pm)

U.S. retailers have closed more stores this year than all of 2018 –Malls continue to struggle despite promising year-end numbers. (The Real Deal)

Other

5G iPhone using Qualcomm and Samsung chips, Apple could ship 200 million iPhones in 2020. (9to5Mac)

Why Apple and Qualcomm made peace now: A 5G iPhone in 2020. (Fast Company)

Samsung’s $2,000 folding phone is breaking for some users after two days. (CNBC)

Okta Is Becoming The Dominant Vendor In Identity Management –In the past, it was assumed anyone operating within a corporate network could be trusted. However, the move to the cloud and increased mobility have really changed that dynamic. (Forbes)

Wall Street’s valuation guru: From Uber to Pinterest, all the major IPOs this year are overpriced. (CNBC)

Japanese Taxis Are Using Facial Recognition to Target Ads to Riders– Cameras in the back seat guess your age and gender, and then use them to serve you with advertisements. (Futurism)
Apple Is One Of Amazon’s Biggest Customers, Spending Over $350M Per Year. (Forbes)

IBM Halts Sales of Watson AI For Drug Discovery and Research. (ExtremeTech)

“America is a country of innovators. It’s your job as a trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a . For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Online Food Delivery and Internet Media with Derek Higa – October 18, 2018

Posted on by Jerry Buczek
In this week’s webinar, William O’Neil + Co.  Senior Equity Analyst Derek Higa will review U.S. internet/media stocks, including an analysis of Grubhub’s (

) model book run. He will also examine which internet stocks are holding up best, those to reduce, and what characteristics to look for to get more bullish given the current weak market conditions. And he will discuss the global online food delivery space and explain why he’s still optimistic about its growth potential.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
June 27, 2017 Romeo Alvarez 310.448.6913

Media

Facebook now has 2 billion monthly users – Just as the Crimson marveled at the service approaching 900 users after less than a week, it was a news-making mindbender when the service hit 100M users in 2008, 500M in 2010, and 1B in 2012. (fastco)

These are the 8 apps we can’t live without – They are the ones we use daily and maybe even hourly that take up a special place in our phones (and hearts). (businessinsider)

Facebook is rising after talks with Hollywood to produce scripted shows are reported. (marketsinsider)

Retail/Consumer Trends

Amazon.com imagines beehive-like towers filled with robots, where drones can dock and be restocked before flying out again for another delivery. (businessinsider)

Darden shares hit all-time high after CEO says millennials are not actually killing chains like Olive Garden. (businessinsider)

Robotics/Automation

Florida is now the fourth state to permit delivery robots on sidewalks. (recode)

Amazon Robots Poised to Revamp How Whole Foods Runs Warehouses – Amazon spent a lot of time analyzing Whole Foods’ distribution technology, pointing to a possible way in which the company sees the most immediate opportunities to reduce costs. (Bloomberg)

The industrial robotics market will nearly triple in less than 10 years – Collaborative robots are expected to account for a third of that market. (recode)

A startup born out of Stanford just raised $50 million to make the brain for self-driving car. (businessinsider)

Volvo taps Nvidia’s hardware to put self-driving cars on the road by 2021 – Volvo’s cars will be powered by Nvidia’s Drive PX supercomputer, (theverge)

Out There/Miscellaneous

App economy to grow to $6.3 trillion in 2021, user base to nearly double to 6.3 billion. (TechCrunch)

 

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
June 21, 2017 Romeo Alvarez 310.448.6913

Media

Netflix Subscriptions Have Surpassed Cable TV in the U.S. (digitaltrends)

Amazon.com’s Twitch and Activision Blizzard sign a deal to bring big e-sports events to the streaming service. (theverge)

Instagram Stories is still growing quickly and now has 250M users – That’s 50M new users in just two months. (recode)

Retail/Consumer Trends

How to Survive the Retail Crisis: A Master Class from T.J. Maxx – Traditional retailers are in crisis, damaged by rapidly shifting consumer tastes, technological change and cut-throat price competition. And then there’s TJX Co. (yahoo)

Existing Home Sales Rebound Despite Rising Costs – Tight inventories pushed home prices higher last month. (USnews)

Amazon’s new try-on service may threaten legacy retailers – Apparel sales through online channels are already on the upswing, reaching 19% of total apparel sales in 2016. (businessinsider)

Whole Foods’ CEO described his deal with Amazon as a ‘dream come true,’ but investors want more-the stock price has climbed above the $42/share deal price, signaling that investors believe a bidding war could emerge. (businessinsider)

Nike is reportedly close to making a huge move that should terrify Dick’s, Foot Locker, and Under Armour. (businessinsider)

Walmart introduces automated grocery pickup kiosk at Oklahoma City store. (newsOK)

Robotics/Automation 

The company that builds the robots that make Teslas wants to build home robots – In less than 10 years, the market for domestic robots is expected to grow to $4.4 billion. (recode)

In Buying Boston Dynamics, Japan’s SoftBank Is Betting Big on Walking Robots. (technologyreview)

Mobility

Tesla hires deep learning expert Andrej Karpathy to lead Autopilot vision. (techcrunch)

Continental joins BMW, Intel, Mobileye platform for self-driving cars. (channelnewsasia)

Tesla Said Close to Agreeing on Plan for China Production – Tesla’s China revenue tripled to more than $1 billion in 2016. (Bloomberg)

Bosch is building a $1.1 billion self-driving and smart city chip plant. (techcrunch)

Facebook Is Determined to Build Ties With Automakers – The U.S. automotive industry is the second-largest spender on digital advertising behind retail. (Bloomberg)

Out There/Miscellaneous

RE2 tapped by U.S. Air Force to build robot pilots to fly traditional aircraft. (techcrunch)

Intel faces stiffer competition from ‘resurgent’ Nvidia, AMD. (247wallst)

For a private company, Uber is behaving a lot like a public one. (quartz)

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
June 13, 2017 Romeo Alvarez 310.448.6913

Fintech

Zelle, the real-time Venmo competitor

Media

Apple undercuts Facebook in the augmented reality platform war. (techcrunch)

Retail/Consumer Trends

Who’s powering the housing market? Surprise! It’s millennials. (cnbc)

Some of Amazon’s own brands are becoming super popular online. (recode)

Amazon to spend $200M for one of its most expensive fulfillment centers ever. (bizzjournals)

The bad news just keeps coming for chain restaurants – the chain-restaurant recession is now in its 15th month, the longest downturn since the Financial Crisis. (businessinsider)

Sears to cut 400 jobs; head of online to step down this week. (cnbc)

The internet is finally going to change the movie business – Netflix and the movie studios are working on plans to let you watch new movies at home sooner. (recode)

The Grocery Store Of The Future Is Mobile, Self-Driving, And Run By AI (fastco)

Mobility

The future of the modern car is actually digital – The technological and business model for autos is slowly but surely moving toward a software-and-services-focused approach. (recode)

Apple is developing AI systems to power self-driving cars – For the first time, CEO elaborates on Apple’s car plans. (bloomberg)

Musk shows Tesla Model Y teaser, confirms Model 3 deliveries next month. (greencarreports)

The billion dollar war over maps – tech and auto companies are investing in a new generation of maps for self-driving cars. (cnn)

Driverless Autonomous Cars Will Be on U.S. Roads in the Next 2 Months – Washington governor signed an executive order that would allow self-driving car pilot test programs to operate even without a human driver behind the wheel. (futurism)

Out There/Miscellaneous

‘Mario Kart’ is coming to virtual reality — One of Nintendo’s most popular properties is speeding towards a full-fledged virtual reality experience. (businessinsider)

Google poaches Apple employee in move to build its own processors – Google recently hired Manu Gulati from Apple Gulati is an expert in computer chip design. (cnbc)

The Secret Origin Story of the iPhone – This month marks 10 years since Apple launched the first iPhone, a device that would fundamentally transform how we interact with technology, culture, and each other. (theverge)

 

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
June 6, 2017 Romeo Alvarez 310.448.6913

Mary Meeker’s 2017 Internet Trends Report

All the slides, plus analysis – Here are some takeaways:

  • Global smartphone growth is slowing.
  • Voice is beginning to replace typing in online queries.
  • In 10 years, Netflix went from 0 to over 30% of home entertainment revenue in the U.S.
  • Global interactive gaming is becoming mainstream.
  • China remains a fascinating market, with huge growth in mobile services and payments and services like on-demand bike sharing.
  • While internet growth is slowing globally, that’s not the case in India, the fastest growing large economy.

Apple’s WWDC

Most people missed the most ‘revolutionary’ thing to come out of Apple’s big event – Apple ARKit will bring augmented reality capabilities to hundreds of millions of devices. (cnbc)

Apple’s first new major product since the Apple Watch: It’s called HomePod. It’s a speaker, yes, but it’s also a home assistant powered by Siri. (businessinsider)

Why Apple is struggling to become an artificial-intelligence powerhouse. (washingtonpost)

Apple Pay is suddenly a threat to PayPal’s Venmo. (venturebeat)

Media

Pinterest Raises $150 Million Valuing the Business at $11B – Pinterest is choosing to delay a potential IPO as its business model matures. (Bloomberg)

Retail/Consumer Trends

Amazon is going after Walmart with a 45% discount on Prime for lower-income shoppers. (recode)

Amazon’s rumored ‘Ice’ phone will embrace Google’s apps – Amazon reportedly wants to move on from its failed Fire Phone with a new project nicknamed “Ice.” (cnet)

Robotics/Automation/Al

Lyft is working with a third self-driving tech company – NuTonomy, based out of Boston and Singapore, will be plugging some of its self-driving cars into the Lyft network. (recode)

Google Is Already Late to China’s AI Revolution – Though many in the West paint the deep learning revolution as a phenomenon driven by the big US internet companies, China is hardly far behind. (wired)

Out There/Miscellaneous

Over $93B has been secured from backers led by Japan’s Softbank and Saudi Arabia’s Public Investment Fund for the largest-ever technology investment fund – SoftBank and Saudi Arabia formally announced the first round of capital commitments last month, giving Softbank’s founder, Masayoshi Son, the firepower to accelerate investments in cutting-edge technologies and startups. (Bloomberg)

AMD shares are surging with bitcoin because digital currency ‘miners’ need its graphics cards. (cnbc)

Machine learning is transforming investment strategies – The asset management industry is vulnerable to disruption by AI, but advisors should embrace the trend, not fear “robotic replacement.” (cnbc)

 

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
May 17, 2017 Romeo Alvarez 310.448.6913

Fintech

Square Will Replace Meters in Washington Taxis – the overhaul of the city’s cab system will help drivers compete with Uber. (bloomberg)

Media

Instagram is now completely Snapchat – Instagram announced today that it has added a new function to its picture-taking software. (quartz)

Hedge funds are betting $1 billion that Snapchat shares are going to drop. (cnbc)

Tencent is creating an entire town dedicated to eSports – It will have an eSports theme park, university, cultural and creative park, animation industrial park, a creative neighborhood, a technology entrepreneurship community, and even a data center. (mashable)

Why ESPN is losing subscribers – As media habits shift towards online streaming, sport is suffering with the rest of traditional television. (theeconomist)

Netflix quietly tests price hikes in Australia – The company has been testing how much Australians “value” its streaming service. (cnet)

Retail/Consumer Trends

Amazon is hiring people to break into the multibillion-dollar pharmacy market. (cnbc)

Amazon’s epic 20-year run as a public company, explained in five charts.(recode)

McDonald’s expands delivery to more than 1,000 restaurants across the US – McDonald’s has expanded its delivery service via UberEats to Los Angeles, Chicago, Columbus and Phoenix. (cnbc)

Robotics/Automation

This gigantic vending machine spits out actual Ferraris – In the U.S., Carvana, an online dealership uses several vending towers where customers can go and pick up their newly purchased vehicles. (mashable)

You can now ask Google Assistant to preheat your oven or check if the dishes are clean – GE has announced its full suite of Wi-Fi-connected smart appliances can now be controlled with Google Assistant. (mashable)

As self-driving cars hit the road, real estate development may take new direction – The transition to autonomous cars, while still years, or even decades, away, is an opportunity and challenge that has wide potential to reshape our transportation systems. (cnbc)

Tesla Rebuffed Uber Partnership on Self-Driving Cars last year -Uber works with Daimler AG and Volvo on self-driving cars, but Uber’s CEO has long expressed admiration for Tesla. (Bloomberg)

This Robot Can Learn a Task After Seeing You Do It Once In VR. (vice)

San Francisco Tries to Ban Delivery Robots Before They Flatten Someone’s Toes. (wired)

Out There/Miscellaneous

The world’s most valuable resource is no longer oil, but data. (theeconomist)

Alphabet is in talks to hire Obama’s former FDA chief – This is a boon for Alphabet’s Verily, which is working on regulated health projects with partners in the life sciences sector. (cnbc)

Why Did a Chinese Peroxide Company Pay $1 Billion for a Talking Cat?(Bloomberg)

 

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Trend Watch

Posted on by Romeo Alvarez

Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch.

Every winning stock begins with what’s NEW or what’s NEXT
May 10, 2017 Romeo Alvarez 310.448.6913

Artificial Intelligence (AI)

Nvidia CEO: ‘AI is going to infuse all of software’ – Nvidia plans to train 100,000 developers this year on deep learning technology, which is one form of AI that is delivering rapid advances across a variety of industries. (venturebeat)

Jeff Bezos explains Amazon’s artificial intelligence and machine learning strategy. (geekwire)

Media

TV giants are lining up for a fight over a potential $10 TV bundle without sports. (businessinsider)

Hulu CEO: Here’s our game plan to beat Netflix and Amazon in streaming. (cnbc)

Netflix and Facebook seem to share a crucial thesis about the future of TV shows – Since 2011, Netflix CEO Reed Hastings has sat on Facebook’s board, and as Facebook’s plans to fund TV-style shows take form, many are naturally curious what ideas Hastings shares with Mark Zuckerberg. (businessinsider)

Retail/Consumer Trends

Amazon’s new Echo Show can make video calls. (washingtonpost)

How Amazon is crushing rivals like Walmart in a burgeoning tech war over the future of retail. (businessinsider)

Robotics/Automation

Alphabet’s self-driving car test fleet now has three million miles of public-roads experience under its belt. (recode)

Toyota is using Nvidia’s car supercomputer for its autonomous vehicles. (venturebeat)

The U.S., Canada and Mexico are buying more robots than ever before – First-quarter sales in 2017 jumped 32% from the same time last year. (recode)

Cheap Robots Are Helping Small Businesses Survive. (Bloomberg)

Out There/Miscellaneous

Tesla opened up orders for its solar roof product – Installations will begin this year and will be available on a first ordered basis. You can secure your order with a deposit of $1,000. (businessinsider)

 

“America is a country of innovators. It’s your job as a stock trader to find new innovative companies, charts in each cycle” – William O’Neil
WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.