Intel’s comeback hits a wall

by nouman | Oct 30, 2026 | AMD, ARM Holdings, Broadcom, David Zinsner, Gabelli Funds, Hendi Susanto, intel, Investment, Jay Goldberg, Lip-Bu Tan, Micron, News, Nvidia, Qualcomm, Seaport Research Partners, Sections

Intel warned that weak PC demand could persist into 2027. Its shares fell 25% in pre-market trading.

AI has started a tech ‘supercycle’, says Datatec’s Jens Montanana

by nouman | Oct 29, 2026 | Cisco, Datatec, General Atlantic, Investment, Ivan Dittrich, Jens Montanana, Logicalis, News, Sections, Westcon

Datatec CEO Jens Montanana says AI has permanently enlarged demand for computing, networking and cybersecurity.

AI is squeezing Google’s search growth – and its cash

by nouman | Oct 29, 2026 | Alphabet, Anat Ashkenazi, Bernstein, Google, Google Cloud, Investment, Microsoft, News, Nvidia, Philipp Schindler, Sections, Sundar Pichai, Thomas Kurian

AI is squeezing Google search growth: Alphabet missed ad revenue estimates and burned billions in cash.

Mustek profit soars even as gross margin shrinks

by nouman | Sep 30, 2026 | Absa, BDO, Business AI, CyberAntix, Hein Engelbrecht, Investment, Mecer Inter-Ed, Mustek, News, Novus Holdings, Numus Capital, RMB, Sections, Yangtze Optics Africa

Mustek profit nearly tripled in FY2026, but gross margin shrank and cheaper debt and forex gains did the work.

Anthropic bets AI will outstrip electricity and the internet

by nouman | Sep 29, 2026 | Alphabet, Amazon, Anthropic, Dario Amodei, Elon Musk, Google, Investment, Meta, News, OpenAI, Sections, SpaceX, xAI

Anthropic plans to spend US$518-billion on computing and infrastructure as it eyes a $2-trillion listing.

Huawei is ramping up spending on R&D

by nouman | Aug 31, 2026 | Google, Huawei, Investment, News, Sections, T-Mobile

Revenue is growing again, but the bill for replacing US technology is showing up in Huawei’s margins.