ADT reverses key alternative data trend with earnings on the way ADT has had a lot of owners in the last decade - and digital disruption to fight. Now, it could be reversing an alternative data trend in time for earnings. Jon Marino 8.6.19 6:37 PM Markets
Cronos Group, the weed company that just bought Lord Jones, has doubled in size since the new year While Cronos Group was tapping into the US CBD market with a major acquisition, it was also doubling it workforce size as it preps for scale. Joshua Fruhlinger 8.6.19 1:18 PM Innovation
DoorDash's Caviar deal isn't just another M&A pickup - it's a shift into a new market DoorDash's $410 million Caviar deal isn't about taking out a competitor - it's about positioning the food delivery startup before an entirely different segment of the restaurant marketplace. Jon Marino 8.2.19 2:30 PM Markets
Blue Apron is in the red and the alternative data isn't getting better Blue Apron delivers fresh food to people so they can prepare dinner. Can it deliver an earnings beat to investors so they can eat, too? Jon Marino 8.2.19 10:00 AM Markets
Qualcomm is still growing - and it has years to solve its biggest problem Qualcomm's alternative data has been solid for a while - and so has its stock price. Investors may not need to worry for earnings this quarter. Jon Marino 7.31.19 10:58 AM Tech
McDonald's social engagement, delivery data is golden as is heads to earnings Digital media could be a double-edged sword for McDonalds - yes, its social engagement metrics are headed in the right direction, and third-party delivery apps only beef up its profile ahead of earnings. James Mattone 7.25.19 2:34 PM Markets