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.
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.
by nouman | Aug 30, 2026 | AI and machine learning, Amazon, Amazon Web Services, AMD, Anthropic, Arthur Goldstuck, Broadcom, Clément Delangue, Colette Kress, Google, Hugging Face, Jensen Huang, Meta Platforms, Microsoft, News, Nvidia, OpenAI, Sections, World Wide Worx
Buying open-source AI hub Hugging Face is less about revenue than about defending Nvidia’s chip empire from within.
by nouman | Aug 27, 2026 | Amazon, Anthropic, Apple, Electronics and hardware, Google, John Ternus, Johny Srouji, News, Nvidia, OpenAI, Sections, Tim Cook, TrendForce
The clue to what comes next is a small aluminium box Apple announced this week with no keynote at all.
by quikefix quikefix.com | Aug 5, 2026 | Anthropic, Benjamin Rosman, Boston Consulting Group, DeepSeek, Huawei, Jeanette Morwane, Microsoft, News, Nvidia, Policy and regulation, Sections, Solly Malatsi, Waico, World Bank
Exclusive | The communications minister has rejected the idea that South Africa must align with Washington or Beijing.
by quikefix quikefix.com | Jul 31, 2026 | Brian Mulberry, Direxion, Investment, Jake Behan, LSEG, Microsoft, News, Nvidia, Sections, Visible Alpha, Zacks Investment Management
Microsoft shares jumped 15% after cloud guidance eased fears that its AI spending had outrun demand.
