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  Monday, 20 May 2013 | 12:47 PM ET

Did Google Just Place Three Big Bets on Nvidia?

Posted By: Anton Wahlman | TheStreet.com Contributor
Getty Images

Google is in increasing competition with the main computing ecosystem players. Among the biggest fights Google is engaging, are the following three:

1.Apple: Google needs to out-gun Apple in mobile computing—smartphones and tablets.

2.Microsoft: Google needs to out-gun Microsoft in traditional PCs and gaming.

3. Facebook: Google needs to become the main alternative to Facebook in social networking.

In the last few days, it appears that Google's weapon of choice to fight these three battles may be Nvidia. Let me tell you why:

»Read more
  Monday, 20 May 2013 | 10:56 AM ET

Cramer: Yahoo's Tumblr Acquisition 'Works'

Posted By:
Yahoo Bets on Tumblr
The "Squawk on the Street" news team discusses Yahoo's bid to buy Tumblr.

Yahoo's groundbreaking acquisition of blogging website Tumblr makes sense, CNBC's Jim Cramer said Monday on "Squawk on the Street," and many in the market may not be young enough to realize it.

"People who are devoid of a blog, they go on Tumblr," Cramer said. "Social media is underrated by people who are older than 23."

Despite a lack of significant earnings from Tumblr, over time several acquisitions of this nature have paid off, such as Google buying YouTube or Facebook's purchase of Instagram.


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  Monday, 20 May 2013 | 5:22 AM ET

Kinder Morgan Bulls Look for a Breakout

Posted By: David Russell | Writer, OptionMonster
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Energy pipelines have been a favorite of the bulls, and now they're looking for Kinder Morgan to break out.

OptionMonster's monitoring systems detected the purchase of more than 5,700 December 45 calls on Friday, most of which priced for $0.48 and $0.49. The volume was more than more than five times the previous open interest at the strike, indicating that new positions were initiated.

The calls lock in the price where shares can be bought in the energy-transportation company. Because of their cheap entry price, the contracts can generate significant leverage if the stock keeps climbing, but limits the amount of money that can be lost if it drops.

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  Sunday, 19 May 2013 | 12:05 AM ET

These Tech Giants Covered by the Cloud, Too: Pros

Posted By:
Getty Images

One of the biggest secular trends in technology is toward cloud computing, which allows consumers and businesses to access data and applications anywhere, anytime.

"You have to focus on cloud as a tech investor at this point," Ken Allen, technology portfolio manager at T. Rowe Price, told CNBC this week. "It cuts across the industry, across subsectors."

Given cloud computing's potential, Wall Street analysts remain bullish on two of the companies at the forefront of this movement: Google and Amazon.

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  Thursday, 16 May 2013 | 1:35 PM ET

Google Seems to Drop the Ball With Its Music Play

Posted By: Chris Ciaccia | TheStreet.com Technology Reporter
Getty Images
Google senior vice president of Android, Chrome and Apps Sundar Pichai speaks during the opening keynote at the Google I/O developers conference at the Moscone Center on May 15, 2013 in San Francisco, California

Google's announcement of its music streaming service, Google Play Music All Access, had much fanfare going into it. After the announcement, it seems Google dropped the ball with this.

At its I/O developer conference, Google's Chris Yerga unveiled the subscription service to take on the likes of Spotify, Rdio and to a lesser extent, Pandora Media.

By pricing the service at $9.99 per month and not having an ad-supported model, Spotify, Pandora and others have little to fear. The ad-supported model has allowed Spotify to grow to over 24 million users, with over 6 million of those paying for the service. Yes, Google's "Listen Now" feature, which can suggest music to you based on your history, and allows you to combine your purchased music with the radio feed, is nice. But the short-sightedness to attack Spotify, Pandora and others where Google knows best (targeted ads), seems like a curious decision, and perhaps a mistake.

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  Friday, 17 May 2013 | 4:31 PM ET

NBC, CW Network Jump Into Amazon's TV Everywhere

Posted By: Gary Krakow, Senior Technology Correspondent
Sam Diephuis | Stone | Getty Images

The blurring of the line between what you watch on TV and what you stream over the Internet continues to get hazier. This morning, more proof that the watching of television is quickly changing.

Amazon wants to be your primary entertainment provider and toward that end, signed an exclusive deal with Comcast's NBC/Universal to stream its shows on the Seattle-based online retailer's Amazon Prime Instant Video service.

Amazon will be the only service able to stream five Universal programs from previous seasons—"Suits", "Grimm", "Covert Affairs", "Smash", "Alphas," and later this year, the popular series "Hannibal."

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  Thursday, 16 May 2013 | 10:38 AM ET

Cramer: This Company Is Set for Higher Margins

Posted By:
Cramer: A Sustained Move Higher For Cisco?
CNBC's Jim Cramer takes a closer look at the tech giant's move from a hardware company to a solutions company.

Cisco's earnings report showed an important change for the company as well as the broader economy, CNBC's Jim Cramer said Thursday, and investors can expect increased margins from the networking giant.

"This was a great quarter and there was levity on the call which I like to hear," Cramer said. "A couple things (CEO John Chambers) pointed out that I thought was interesting. He said Europe has bottomed out. State and local governments in the United States, strong. Good business from AT&T, Verizon, Time Warner and Comcast."

"This was one of these quarters where he basically said, 'listen, we're not a hardware company anymore, we're a solutions company.'" Cramer said on "Squawk on the Street."

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  Thursday, 16 May 2013 | 6:27 AM ET

EMC Draws Stubborn Buyers

Posted By:
Neal Hamberg | Bloomberg | Getty Images

Call buyers stubbornly returned to EMC yesterday, even through the cloud-computing stock has lagged the rest of the market.

Option traders looked for upside in the June contracts, snapping up almost 16,000 of the 24 calls, with the largest block priced for $0.25, according to OptionMonster's tracking systems. The volume was almost triple the strike's open interest before the session began, indicating fresh activity.

Those calls lock in the price where the stock can be bought no matter how far it might rise. They can provide some nice leveraged gains from even a small pop in the share price over the next month.


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  Wednesday, 15 May 2013 | 11:47 AM ET

Apple Should Trade at $240, Here’s Why: Analyst

Posted By:
Apple Bear Takes Swipe at Stock
David Trainer, New Constructs CEO defends his call of $240 a share for the big tech company.

Apple is trading far above where it should be trading and investors need to reevaluate how they value the stock, said David Trainer, CEO of New Constructs, a stock research firm. Apple's stock should be at $240, he said, pointing to one key metric for this expectation.

"It's a curse and blessing to have a really high return on invested capital," Trainer said. He noted that with such a high metric—which at one point hit 330 percent, dropping to 227 percent in 2012—any company would invite a large amount of competition.

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  Wednesday, 15 May 2013 | 11:21 AM ET

Tech Giants Play Dangerous Game With Their Fans

Posted By: Dana Blankenhorn | TheStreet.com Contributor
Getty Images

Teen idols, Hollywood stars and technology companies have something in common.

It's possible for them to get too close to their biggest fans, to make such a big splash that these fans tire of them, rejecting what they once loved as caricatures.

The lesson of the Olsen twins and director M. Night Shyamalan may now have to be learned by Facebook, whose widely hyped "Home" skin for Android is increasingly looking like a product failure.

»Read more

About The Stock Blog

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.