USA vs. China – Storm in a Korean Teacup

Waiver cancellations won’t change very much.

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Alibaba FQ1 26– Pixie Dust

Alibaba gets some AI shine.

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  • 181

Intel – No Price Too Low

$20 per share is a bad deal.

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  • 285

Nvidia FQ2 26 – Almost Spotless.

China takes off the shine.

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Tech Newsround – AI Semiconductors

Samsung – Crunch time. Cambricon – A rapidly growing speck.

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Apple AI – Desperate Days

Desperation makes dangerous bedfellows.

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  • 205

Tech Catch Up – Amazon’s Agony

The have-not is hurting

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China vs USA – Red Knight

Chinese regulators bolster US ambitions.

Tech Catch Up – Arm

Indirect competition

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Tech Catch Up – AI & GlobalFoundries

Misunderstood data GlobalFoundries – Location, location, location

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