Deal opens up the CPU market for everyone else.
GlobalFoundries may have turned a corner.
OpenAI is hostage to its fundraising.
There are gems in the wreckage.
It is still the simple stuff that causes all the problems.
Buying AI Infrastructure with debt is a bad idea.
The shares are still attractive
Arm FQ3 2026 – Smartphone proof Amazon Q4 25 – A crazy battle of one-upsmanship
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
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.
Artificial Intelligence – The Money Waterfall
Be at the bottom, not the top.