The Dock Street Blog
thinking in Real Time
December 7, 2024
"This time is different." But it is also important to acknowledge that things do change.In 2000, the top 10 companies by size were:Microsoft (Technology) - $586BGeneral Electric (Diversified) - $477BCisco (Technology) - $366BWalmart (Retail) - [...]
October 7, 2024
Data Center Return on Capital Wall Street is skeptical about the many billions of dollars currently being spent to build out more AI-centric data centers. Most accept that the money will be spent—but there’s a [...]
