The present is rhyming more with the past.
More convincing needed Intel – A temporary breathing space Microsoft – Bad timing
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
Jensen sets the agenda for Computex 2026
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Technology Newsround – OpenAI & Adobe
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II