Broadcom FQ1 26 – Better bargains elsewhere Meta Platforms – Custom free-for-all.
DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.
The steady rhythm continues.
Good deal. Bad Sign.
India must act to avoid Europe’s disappointment
Be at the bottom, not the top.
Deal opens up the CPU market for everyone else.
OpenAI is hostage to its fundraising.
Buying AI Infrastructure with debt is a bad idea.
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 Newsround – Memory, OpenAI & Oracle
SK Hynix and Samsung make the first cut. Business model wobbles.