Big Data, Big Opportunity

A “big data” revolution is under way, transforming the volume and nature of data generated throughout the economy. This trend—driven by the data-intensive nature of innovations such as social networking—is highly disruptive to the tech sector, creating fresh challenges and opportunities for investors, as my colleague Chris Toub explains below.

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Technology Stocks: Not Necessarily Cyclical

We see two compelling drivers of strong growth for tech stocks ahead, even if the economy weakens, as my colleague Scott Wallace explains.

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