Things are moving again.
$40bn is just the beginning.
The US hardware advantage dwarfs all else.
Sam parks his tanks on Sundar and Mark’s lawn.
Meta makes hay while the sun shines.
28th September 2026: RFM updates its in-depth coverage of Artificial Intelligence. RFM subscribers will receive their copy by email.
Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Qualcomm hints at Apple’s Nemesis
AI doomsday chatter dents IPO prospects
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.
AI Datacentres – Greed and Fear
Firmus management shoots itself in the foot.