Tech
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The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
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Meta’s Propriety AI Chips “No Dependence no Control”
Meta Platforms is intensifying the development of its own artificial intelligence chips as part of the strategic MTIA project, planning…
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Stocks – Nvidia CEO ” AI is Once in a Generation Opportunity” Stock Jumps Over 7%
NVIDIA (NVDA.US) shares are up 7.3% today following comments by CEO Jensen Huang, who called the expansion of AI infrastructure…
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Stock of The Week – Alphabet Inc
Alphabet’s quarterly results were released at a unique moment, as the entire technology sector stands on the threshold of a…
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Software Stock in Panic Mode – Will Anthropic Ai Disrupt Tech
Anthropic enters legal tech: the market is reacting violently because this is a move into the application layer, not “just…
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Gaming – Will Project Genie End The Traditional Era of Gaming
Google’s announcement of Project Genie caused panic in the market, with shares of major gaming industry players falling sharply: Unity…
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Apple’s Record Quarter – iPhone, Services And Invisible Ai
Apple has inaugurated fiscal year 2026 with the strongest quarterly performance in its history. The Cupertino giant is not merely…
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Earnings – Microsoft, Tesla and Meta Platforms Post Q4 Results
U.S. technology companies reported their Q4 2025 results after the Wall Street close today. Most companies (Tesla didn’t) beat consensus estimates…
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Microsoft Preview – Azure, AI And a Test of Growth Quality
Why Microsoft’s Earnings Matter Microsoft enters the earnings season as one of the most important and, at the same time,…
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“Magnificent Seven” Earnings Preview – Is the AI Gamble Paying Off?
This is the second busiest week for US earnings season, and it comes after the S&P 500 has had its…
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