The new cook is confirmed.
Rivian will have to stop making cars.
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
Pointless gimmicks are still a crowd pleaser
Intel looks like it is doing a Lucent.
Looks like an acqui-hire
More realignment and less cancellation
Looking for a new cook
Zuck has the last laugh. Qualcomm vs. Arm – Short but Sharp pt. IV – ERRATUM.
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.
Apple FQ2 26 – Mini Cycle.
Silly gimmicks still sell phones.