Today’s must-reads, expertly curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| February 24, 2020 | Romeo Alvarez 310.448.6913 |
AI
AutosTesla Teardown Scares Competitors: ‘We Cannot Do This’ – A teardown of the Tesla Model 3 found Tesla is years ahead of the competition on AI and self-driving. (ExtremeTech) Carmakers are expected to release wireless charging pads for electric cars based on a universally agreed-upon standard as soon as this year. (Futurism) Media/Internet ContentApple and Google are reportedly mulling big changes amid antitrust scrutiny.Is Amazon next?. (Recode) 2019 Worldwide App Download Leaders. (Twitter) Overwatch League games in South Korea canceled amid coronavirus concerns. (The Verge) TikTok viral stars could make up to $1m per post, say researchers. (The Guardian) IPO WatchThe Cost Of Free: Casper Pays A Price For Generous Mattress Returns. (NPR) Other/MiscellaneousInside X, Google’s top-secret moonshot factory.– X – formerly Google X – aims to pursue technological breakthroughs by taking crazy ideas seriously. When will its bets pay off? (Wired) Huawei’s New MatePad Looks a Lot Like Apple’s iPad Pro (Bloomberg) Is Virgin Galactic And Its Version Of Space Travel Finally For Real? (Forbes) Why DNA tests are suddenly unpopular – 23andMe and Ancestry are laying off workers as interest in their DNA tests declines. (Recode) “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 |
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| 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. | |
Tag: Other/Miscellaneous
Trend Watch
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| February 12, 2020 | Romeo Alvarez 310.448.6913 |
Retail
IPO WatchIs Airbnb’s Stock Market Debut in 2020 Still On Track?. (Skift) What the Casper IPO fiasco says about the future of your favorite millennial brands – Less growth at all costs. More focus on actually making money. (Recode) Media/Internet ContentTikTok downloaded more than Facebook, Messenger, and Instagram in 2019 – TikTok’s growth is comparable to that of WhatsApp, which topped the charts. (Yahoo! Finance) Netflix has lost 3,000 movies in the last decade, but its originals catalog has soared to 1,100. (Businessinsider) Streaming accounts for nearly one-fifth of total US TV watching. (TechCrunch) Oscars brings in the lowest ratings in show’s history – A number of factors were at play, from the show’s length to the array of other entertainment options viewers can choose from. (CNN) WhatsApp hits 2 billion users, up from 1.5 billion. (TechCrunch) Microsoft and Samsung partner on Xbox cloud-based game streaming. (The Verge) Spotify is buying Bill Simmons’s The Ringer to boost its podcast business – It’s the fourth podcast deal Spotify has done in a year. (Recode) Five ways the coronavirus is changing how China uses tech – From contactless food delivery to gaming overload, here’s how tech is changing because of the viral epidemic. (Abacus News) Consumer ElectronicsSamsung Galaxy Z Flip first look: folding glass changes everything. (The Verge) Samsung Galaxy Z Flip’s foldable glass screen already blows me away. – Samsung’s foldable Galaxy Z Flip pushes boundaries in seriously impressive ways. (CNET) Apple now sells more watches than the entire Swiss watch industry – The Apple Watch continues to dominate the market. (The Verge) Other/MiscellaneousMastercard Wins Approval to Join China’s $27 Trillion Market. (Bloomberg) Big Tech keeps getting bigger, as antitrust inquiries continue to multiply – Tech’s five biggest players represent nearly 20% of entire market’s value. (MarketWatch) Antitrust officials ordered Facebook, Amazon, and other tech giants to disclose 10 years of acquisition documents. (Recode) Layoffs at genetic testing companies reflect the changing market – Privacy concerns may only play a small role. (The Verge) How 4 Chinese Hackers Allegedly Took Down Equifax – The Department of Justice has pinned the hack on China. Here’s how it was done, according to the indictment. (Wired) Want to watch Parasite now that it won best picture? Here’s how. (Esquire) “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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| September 30, 2019 | Romeo Alvarez 310.448.6913 |
RetailCostco adding more self-serve checkout aisles in stores across Southern California. (ABC7)
‘A multi-dimensional chicken-and-egg problem’: EBay’s struggle to define itself against Amazon. (Modern Retail) Nothing Lasts, Forever 21 Discovers, As Another Clothing Chain Files For Bankruptcy. (NPR) Walmart’s First Healthcare Services ‘Super Center’ Opens. (Forbes) To quadruple its international business by 2023, Lululemon takes a local approach – At the end of fiscal year 2018, 95 of Lululemon’s 440 stores were located outside North America. (Modern Retail) IPO WatchWeWork Officially Cancels IPO Plans – WeWork’s biggest shareholder, Softbank, invested in the real estate and workspace firm at a $47B valuation in January. But investor skepticism led the company to consider an IPO with a valuation as low as $10B. (Forbes) IPO market has begun pushing back on growth-at-all-costs private companies – Struggles at WeWork and Peloton’s lackluster debut suggest the IPO window is closed for highly valued, loss-making companies. (MarketWatch) How the tech unicorns of 2019 are doing on the stock market – 84% of US tech companies that went public last year did so without turning a profit. The last time unprofitable tech companies went public at this rate was in 2000, the year the dot-com bubble burst. (Recode) Media/EntertainmentWhy Wall Street fell out of love with Netflix – Netflix had the first-mover advantage in the industry, with substantial growth since it rolled out streaming in 2011. However, with Disney+ and Apple TV+ set to offer streaming at a much lower price point, Netflix may not be able to replicate its past phenomenal growth. (CNN) Snap’s secret weapon speaks – Bobby Murphy, Snap’s notoriously secretive CTO, shares his vision of the future of augmented reality. (FastCo) ‘Seinfeld’ for $500 million? ‘The Big Bang Theory’ for $1 billion? The streaming arms race has a big problem. (The Washington Post) Inside Activision Blizzard’s plan to win TV budgets for esports. (Digiday) Transportation/Autonomous DrivingInside Uber’s plan to take over city life with CEO Dara Khosrowshahi – Uber wants to be an “operating system for your everyday life in a city”. (The Verge) Other/MiscellaneousSoftBank Bet Big on Disruptive Companies. Many Have Not Paid Off – Through his Japanese conglomerate SoftBank and a $100B fund, Mr. Son has plowed huge sums into companies that aim to change how people work, travel and live. (The New York Times) Why the Repo Market is Such a Big Deal, and Why Its $400B Bailout is So Unnerving. (Fortune) “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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| September 20, 2018 | Romeo Alvarez 310.448.6913 |
AIMicrosoft Takes Aim at Salesforce With Dynamics AI – Microsoft is launching three new applications in its Dynamics 365 CRM line to “commoditize” and “democratize” AI for enterprises.(Lightreading) 5G Networks Will Change Computing, Processing for AI.(Lightreading) AutosAston Martin races ahead with up to $6.7 billion IPO (Reuters) FintechSquare CFO: ‘We think we can go to the biggest businesses in the world’ –She explained that the company “doesn’t see a cap anymore” when it comes to merchant size.(marketwatch) Banks are using Tinder-style apps and in-store tech to drive customers into branches.(Digiday) Two-thirds of Amazon Prime members would try banking with the retailer.(cnbc) HealthtechJohn Hancock to sell only interactive life insurance that track fitness and health data through wearable devices and smartphones.(Techcrunch) Apple Watch 4 Is Now An FDA Class 2 Medical Device: Detects Falls, Irregular Heart Rhythm. (Forbes) Media/EntertainmentSpotify will not let indie artists upload their own music –Spotify is taking a step that may make record labels uncomfortable. The streaming service is cutting its own licensing deals with independent artists. (Techcrunch) YouTube: TV is our fastest-growing market –Broadcasters wary of Google’s platform as TV viewing grows 45% year on year in Europe.(TheGuardian) RetailAmazon Will Consider Opening Up to 3,000 Cashierless Stores by 2021 – Adding 3,000 convenience stores would make AmazonGo among the biggest chains in U.S.(Bloomberg) Amazon’s Shadow Continues to Loom Over Auto-Parts Retail.(Barron’s) British online grocer Ocado said that Kroger had made good progress identifying locations for the first of at least 20 sites to build automated warehouses in the U.S.(Reuters) Walmart is borrowing luxury’s playbook to gain an edge on Amazon in fashion.(Quartz) Stitch Fix is expanding its men’s business by tripling brand partners and extending sizes.(Digiday) Other/MiscellaneousBird just announced 10 million scooter rides since launching about one year ago – Bird currently operates in 100 cities and has over two million unique riders.(Techcruch) Eventbrite spikes 56% in its trading debut (EB) – The ticketing and event-management company priced shares at $23 apiece, raising $230 million.(Marketsinsider) Shoppers are buying clothes just for the Instagram pic, and then returning them.(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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| August 22, 2018 | Romeo Alvarez 310.448.6913 |
AIGartner says AI and biohacking will shape the future of tech. (Siliconangle) Stitch Fix’s chief algorithms officer on when to become a data-driven business– Becoming an AI company is the approach du jour today, but it’s not for everyone. (Venturebeat) Experts from Box, Trivago, Intuit, and Nara Logics, discuss how AI is changing product development. (Venturebeat) AutosA day in the life of a Waymo self-driving taxi– An investment bank estimated global revenues from self-driving technology by 2030 will be up to $2.8 trillion, with Waymo capturing 60% of that market. (Theverge) Uber’s new CFO suggested that an IPO might not happen in 2019 after all. (Businessinsider) Tesla Gigafactory 1 now employs over 3,000 workersas it becomes biggest battery factory in the world. (Electrek) VW Approached Self-Driving Startup Aurora German carmaker is seeking to boost autonomous technology. The move follows similar acquisitions by rivals GM and Ford. (Bloomberg) FintechVAdyen charges ahead in its first earnings as a public company – Adyen’s business is predicted on the continued growth of e-commerce and the increasing digitization of in-person payments. (Techcrunch) Media/EntertainmentPeople are swarming the first official Fortnite mini theme park. (Theverge) Say ‘Aloha’: A closer look at Facebook’s voice ambitions – Facebook is developing its own speech recognition for both the Facebook and Messenger apps, as well as external hardware — likely the smart speaker it’s developing. (Techcrunch) Coming to a theater near you: Amazon? – Bloomberg reports that the e-commerce behemoth is putting itself in the running to acquire Landmark Theatres. (Theverge) 1 bad reason and 1 good reason to be less optimistic about Tencent– Tencent is losing its grip on attention. Entertainment is a zero-sum battle. (Technode) RetailTarget’s same-day delivery reaches 1,100+ stores – Target is also expanding its Drive Up service to Colorado and California, where it will begin to roll out over the next month to 128 stores. In total, Target Drive Up service is available today at over 800 stores in 25 states. (Techcrunch) Lowe’s is closing all 99 Orchard locations, a California-based hardware-store chain it bought in 2013. (Businessinsider) SodaStream’s path to its $3.2 billion Pepsi deal – The future of soda is carbonated water. (Recode) Other/MiscellaneousApple and Google Face Growing Revolt Over App Store ‘Tax’ Netflix and video game makers Epic Games and Valve are among companies that have recently tried to bypass the app stores or complained about the cost of the tolls Apple and Google charge. (Bloomberg) China reaches 800 million internet users For some context, the U.S is estimated to have around 300 million internet users. The number of internet users in China is now more than the combined populations of Japan, Russia, Mexico and the U.S. (Techcrunch) Uber is investing its growth into its next chapter — including scooters and bikes. (Recode) “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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| August 14, 2018 | Romeo Alvarez 310.448.6913 |
AINvidia’s new Turing architecture is all about real-time ray tracing and AI. (Techcrunch) Google’s DeepMind To Create Product to Spot Eye Disease – DeepMind’s AI can recommend treatment for more than 50 eye diseases with 94% accuracy. AutosWhy Waymo Is Worth A Staggering $175B – Even Before Launching Its Self-Driving Cars. (Forbes) Chinese Tesla rival Nio files to raise $1.8 billion in US IPO – The company is backed by Chinese internet giants Baidu and Tencent among others. (Techcrunch) Xpeng Could Become China’s Biggest Electric Car Maker – Chinese tech companies have a larger than life appetite for data produced by cars. (InsideEVs) Tesla’s Autopilot Blows Competition Out of the Water – The IIHS conducted a series of tests comparing a 2016 Tesla Model S (with first generation Autopilot technology), a Tesla Model 3 (with second generation Autopilot), a Volvo S90, a BMW 5 series, and a Mercedes-Benz E-Class. (Iihs) Media/EntertainmentRoku CFO: We Have Massive Opportunity Thanks to Streaming Content Movement – Roku’s Q2 blew away Wall Street’s top and bottom line forecasts. The company’s outlook was strong too. (Thestreet) To take on Netflix, Disney faces a challenge in embracing technology. (Nbcnews) RetailHow Stitch Fix’s Katrina Lake Built A $3B Business. (Forbes) Why Walmart Is Testing Robots In Stores – and Here’s What It Learned. (Fortune) Pick Up Your Groceries in an Autonomous Car – While orders are being prepared at the store, Waymo vehicles will transport the rider to and from Walmart to collect their groceries. (Medium) Coffee Clash: Why Starbucks is Adding Delivery to its China Stores. (Fortune) Other/MiscellaneousScooter Startup Bird Doubles Valuation to $2B in 4 Months – Declining battery costs are enabling a Cambrian explosion of mobility options, scooters the latest among electric vehicles. (Inc) WeWork is still growing phenomenally and losing a lot of money – The company announced another $1B investment from SoftBank. (Recode) Cryptocurrency mining company Bitmain Technologies is filing for an IPO potentially as high as $18B at a market capitalization of $40 to $50B – It will be listed on the Hong Kong Stock Exchange in Q4 2018 or Q1 2019. (Coindesk) A Hidden Amazon Fortune: Bezos Parents May Be Worth Billions – Jackie and Mike Bezos invested $245,573 in son’s firm in 1995. (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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| June 26, 2018 | Romeo Alvarez 310.448.6913 |
AIGoogle Is Training Machines to Predict When a Patient Will Die – AI advances by the ‘Medical Brain’ team could help the internet giant finally break into the health-care business. (Bloomberg) AutosFaraday Future announces $2 billion in financing to bring its electric vehicles to market. (Electrek) Start Your Engines: The Second Wave of Luxury Electric Cars – Old guard auto makers are mounting a challenge to Tesla with their own premium EVs. (WSJ) Simple Self-Driving Shuttles Become First Robot Rides in Detroit. (Bloomberg) Pizza Delivery May Be Entering a New Era – Pizza companies are testing the use of driverless vehicles to get their product to you. But there are still some kinks to work out. (WSJ) This road in Sweden charges electric vehicles as they drive on it. (CNBC) IPO Is First Stop for GM Self-Driving Unit – Separating out the business would provide greater financial flexibility. (Bloomberg) Electric Vehicles on the Road Are Set to Triple in Two Years. (Bloomberg) Tech companies form alliance to create networking for autonomous vehicles. (Venturebeat) Media/EntertainmentBuying Instagram is probably the smartest thing Facebook has ever done – the app is estimated to be worth $100 billion. (Theverge) Instagram launches IGTV app for creators, 1-hour video uploads – Instagram is ready to compete head-on with YouTube. (Techcrunch) Ubisoft Believes Next Gen Is the Last for Consoles as Microsoft Looks Beyond Platforms. (Variety) RetailThe Future Of The Shopping Mall Is Not About Shopping. (Forbes) Starbucks closures and D.C. restaurant minimum-wage hike are two sides of same coin. (Marketwatch) Amazon Announces Next Whole Foods Delivery Expansion– Prime Now Grocery is expanding to Chicago, Houston, Indianapolis, Minneapolis and San Antonio. (Pymnts) Other/MiscellaneousWith the threat of declining sales looming large, the alcohol industry may have little choice but to partner with cannabis companies. (Motleyfool) A Marijuana-Derived Medication Is Now Approved For Sale in the U.S. (Futurism) SoftBank Wants to Build the Future. Here Are Some New Bets It Could Make. (Newyorktimes) One photo shows that China is already in a cashless future. (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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| May 30, 2018 | Romeo Alvarez 310.448.6913 |
AI‘The Sims’ Is Teaching the Household Robots of Tomorrow – This year’s Google I/O revealed that the tech company is nearing the completion of an AI secretary that can book appointments without you having to lift a finger. (Inverse) AI Technology Revolution Is Just Getting Started – AI computing has been around for decades. What’s known as machine learning goes back to at least the 1970s. The problem with that kind of AI was that it involved human programmers laboriously coding explicit instructions for machines. (Barrons) Facebook Is Designing Its Own Chips to Help Filter Live Videos – The company’s chief AI scientist says Facebook is working on more energy-efficient semiconductors. (Bloomberg) AutomationLas Vegas Food Service Workers Are Going on Strike So They Don’t Lose Their Jobs to Robots. (Futurism) How Amazon’s robot warehouses swing into action the moment you press ‘buy’. (Digitaltrends) Autonomous trucks will haul your stuff before you ride in a self-driving car – It’s one of the most common jobs in the US, but there’s also a big shortage of drivers. (Arstechnica) Self-driving technology is going to change a lot more than cars – How self-driving technology could transform everything from retail to transit. (Xenpac) Self-driving vehicles to surpass 30% of new cars in Japan by 2030 – Abe government writes target in new national growth strategy. (Nikkeiasianreview) Media/EntertainmentSnapchat’s Evan Spiegel on Facebook: ‘We would really appreciate it if they copied our data protection practices’. (Theverge) WhatsApp Hastens Payments Push for 200 Million Indians – Facebook looking to claw market share from Google, Paytm. (Bloomberg) RetailAmazon introduced 10% savings at Whole Foods for Prime members earlier this month, and today it kicked off a nationwide expansion of the initiative. (Techcrunch) Other/Miscellaneous8 Amazing CRISPR projects that could change life as we know it. (Digitaltrends) Bird, the electric scooter company that first launched in L.A., is reportedly raising $150M – The financing round would value the company at $1B. Elon Musk unveils plans for 10,000 Tesla superchargers that can refuel cars in minutes. (Xenpac) “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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| May 17, 2018 | Romeo Alvarez 310.448.6913 |
AIThis $2 Billion AI Startup Aims to Teach Factory Robots to Think – The four-year-old firm has become Japan’s most valuable startup. Toyota, its biggest backer, handed over $110M on a bet its algorithms will help them compete with Google in driverless cars. (Bloomberg) Google just gave a stunning demo of Assistant making an actual phone call – It’s hard to believe AI can interact with people this naturally. (theverge) Autonomous Driving/TransportationApple’s self-driving car fleet grows to 55 in California – Apple now has more cars registered than Alphabet’s Waymo. (Techcrunch) Intel’s Mobileye has signed a contract to supply eight million cars at a European automaker with its self-driving technologies. (Reuters) Uber CEO: our future won’t just be cars – Dara Khosrowshahi on bikes, buses, and flying taxis. (theverge) Driverless cars: mapping the trouble ahead – Competition between companies is putting a brake on the highly complex 3D maps autonomous vehicles need to function. (financialtimes) Media/EntertainmentNetflix’s next act: feeding the service with its own movies – The streaming service is on track to release at least 86 Netflix original films in 2018. (Reuters) RetailKroger is charging at Amazon with a company that uses ‘swarms’ of robots that can pack a 50-item grocery order in a matter of minutes – Ocado will help Kroger at least 20 of its futuristic, robot-powered warehouses. (Businessinsider) Zara Greets London Shoppers With Robots, iPads and Connected Mirrors. (Bloomberg) Walmart’s Jet.com targeting affluent millennials with a little help from Apple. (Marketwatch) Shopping at Whole Foods is finally a good deal—if you have Amazon Prime. (Quartz) Other/MiscellaneousThe “Softbank of China” has quietly invested tens of billions globally since 2015. (Quartz) SoftBank’s Son Eyes Another $100 Billion for Vision Fund 2.0. (Bloomberg) The impact of Masayoshi Son’s $100bn tech fund will be profound. (theeconomist) “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 |
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| 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
Today’s must-reads, curated by O’Neil Research Analysts. Trend Watch. |
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Every winning stock begins with what’s NEW or what’s NEXT |
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| April 24, 2018 | Romeo Alvarez 310.448.6913 |
IoTGoogle is bleeding cash trying to take on Amazon in the smart home – New financial figures for Nest shed light on Google’s race to be the eyes and ears of the smart home. (techcrunch) Amazon Is Ramping up Its Secretive Home Robot Project. (futurism) IPO WatchChinese Uber competitor Didi Chuxing reportedly in talks to launch $80 billion IPO. (cnbc) iQiyi CMO Vivian Wang on how the Chinese video giant is building an entertainment kingdom. (thedrum) Who Says Spotify Gets to Have All the Fun? Tencent Music Prepares for an IPO. (digitalmusicnews) DocuSign ups IPO target to $417M on stock price of $24 to $26, new filing reveals. (geekwire) Media/EntertainmentSpotify is about to get a lot better for everyone who doesn’t pay for it. (quartz) RetailAmazon could lead US apparel retail by the end of this year – Nike started selling directly through Amazon for the first time this year, while Calvin Klein began selling new products exclusively on the site. (businessinsider) GM partners with Amazon for in-car delivery. (detroitnews) Walmart Continues Grocery Delivery Rollout In Amazon Food Fight. (ibd) Moncler Transformed Ski Parkas With $1,000 Price Tags. What’s Next? – The company made expensive puffy jackets a status symbol. Now it has plenty of competition and must find new ways to grow. (bloomberg) Amazon Prime has 100 million-plus Prime memberships — here’s how HBO, Netflix and Tinder compare. (recode) Toys R Us bankruptcy created ‘the perfect storm’ for Ollie’s Bargain Outlet, says CEO. (cnbc) Transportation/Autonomous DrivingThe car of the future may be electrified and autonomous, but what will it look like?. (cnbc) Other/MiscellaneousAn ex-Uber employee raised over $100M to fill the streets of San Francisco with scooters that people can rent and toss anywhere — here’s how they work. (businessinsider) Electric Scooters Are Causing Havoc. This Man Is Shrugging It Off. (newyorktimes) Amazon’s new blockchain service competes with similar products from Oracle and IBM. (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 |
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| 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. | |
