Anita Ramaswamy

2 weeks ago | theinformation.com | Anita Ramaswamy

OnlyFans is up for sale. The most obvious question about the porn-centric creator site is not what it will sell for, but what it would fetch if it delivered more socially acceptable content. A deeper analysis of the company, though, raises other important questions about regulations, artificial intelligence and competition. Addressing the obvious first, OnlyFans’ numbers and comparisons to big-name content companies show it could be worth more than $30 billion.

1 month ago | theinformation.com | Anita Ramaswamy

Chime, a fintech that offers banking services to people with low and moderate incomes, says it aims to address the “fundamental misalignment between what’s good for banks and what’s good for consumers.” Now Chime is planning to go public, and the big question is what will be good for investors. The answer is complicated. Chime straddles the divide between fintechs that make their money on transaction fees and those that profit from lending. Chime does both.

1 month ago | theinformation.com | Anita Ramaswamy

Artificial intelligence depends on Nvidia’s computer chips. Nvidia depends on Taiwan Semiconductor Manufacturing Co. to make those chips. Right now, TSMC is in many ways the better way to invest in AI for the long term. TSMC and Nvidia are closely linked in business and in the stock market. Both companies’ stocks have soared on the back of the AI boom and both are down this year, partly as a result of President Donald Trump’s tariff threats.

1 month ago | theinformation.com | Anita Ramaswamy

The impact of the falling dollar is rumbling through tech companies’ earnings and threatens to reduce investments in the industry for both established players and startups. Since President Donald Trump’s tariffs announcements a month ago, the dollar has fallen to its lowest level since 2022. The move was so big that companies including Meta Platforms, Microsoft and others highlighted the impact—in both the first quarter and the rest of the year—on their earnings calls.

2 months ago | theinformation.com | Anita Ramaswamy

If the Trump administration’s tariffs and other policies throw the economy into turmoil, cybersecurity stocks could be a safe haven for tech investors. Palo Alto Networks, one of the largest and best-diversified companies in a highly fragmented industry, has shown it can grow through slowdowns and will be relatively safe from tariffs. Palo Alto and some top names among smaller players, such as CrowdStrike, have held up better than the battered Nasdaq so far this year.