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Arm FQ4 24 – Volatile Visibility.

The story will remain v9 for some time. Arm reported good results where it made good on its FY24 forecasts, but the shares fell as the guidance for the coming...

Apple – Feeling the squeeze.

Apple ups its cadence as competition heats up. Apple appears to be taking a leaf out of Nvidia’s book in launching a new chip just 6 months after it launched...

Lidar – Last Man Standing

The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for automotive Lidar putting a lot...

Qualcomm FQ2 24 – Steady Sailing.

Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more upside as new segments such...

Tech Newsround – GOOG, MSFT & INTC

2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...

Apple – Buzzword Magic

I am not sure anyone knows what an AI laptop is.    Such is the magic of AI that it can add over $100bn to the value of a company...

Samsung Q1 24 – AI side effect

2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just Nvidia, while a modest recovery...

Arm vs. x86 – The Gauntlet pt. II.

This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...

MWC 2024 Day 3 – The AI effect

AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...

Graphcore – The have nots

Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...