Oracle FQ1 27 – Still B+ Adobe FQ3 26 – Upfront investment
Amazon announces it’s a customer.
Huawei is already active in Malaysia but not in AI.
Nvidia invests to keep its share and margins in rude health.
AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
Buying Huawei makes no sense unless they are almost free.
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 – Master of UX
Apple gets the fold right.