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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...

Meta Platforms Q1 24 – Bad habits

Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down 15% which I can understand...

Tech Newsround – TikTok & Tesla

TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...

Huawei – Slow Slippage

New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...

Meta Platforms & AI – Size Does Matter

Meta Platforms is implying its models are the most efficient. In the ever-expanding, world of huge AI models, Meta is hinting that it is going the other way with Llama...

ASML Q1 24 – The Big Pull Forward.

ASML really does not want to talk about China. ASML reported disappointing Q1 results as bookings dropped and there is clearly a difference of opinion over why China is such...

Baidu – China AI Ecosystem

Baidu leads the way. Baidu has launched a series of tools that allow developers to create generative AI services based on its ERNIE foundation model in yet another sign that...

Robotaxis – Nasty endgame

The industry is inching towards a bloodbath.    All of the larger players who intend to offer robotaxis services are inching towards commerciality but when they finally get there, they...

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...

Autonomous Driving – Back in business?

Cruise makes a cautious return.  It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...