Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to entry in the search business...
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out that Nvidia has been reporting...
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not nearly enough to return the...
Meta Platforms Q3 24 – Boondoggle? Meta reported good results but the continued heavy investments into AI and The Metaverse from which returns are hard to quantify, made the market...
Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI, it is now having a...
Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...
A potential benefit of hardship. China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...
AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising concerns about where the electricity...
Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating LLMs making the sorts of...
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.
Qualcomm FQ4 & ARM FQ2 – Story of Two Halves
Qualcomm FQ4 24 – Top Gear. Qualcomm reported good results that beat expectations as a result of a strong performance in automotive, providing the first piece of hard evidence that...