Software
-
Nvidia – Can it Reach $1 Trillion in Revenue
During the recent GTC 2026 conference, Nvidia once again demonstrated that it plays in its own league. The bar it had…
Read More » -
The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
Read More » -
Meta’s Propriety AI Chips “No Dependence no Control”
Meta Platforms is intensifying the development of its own artificial intelligence chips as part of the strategic MTIA project, planning…
Read More » -
Stocks – Nvidia CEO ” AI is Once in a Generation Opportunity” Stock Jumps Over 7%
NVIDIA (NVDA.US) shares are up 7.3% today following comments by CEO Jensen Huang, who called the expansion of AI infrastructure…
Read More » -
Stock of The Week – Alphabet Inc
Alphabet’s quarterly results were released at a unique moment, as the entire technology sector stands on the threshold of a…
Read More » -
Gaming – Will Project Genie End The Traditional Era of Gaming
Google’s announcement of Project Genie caused panic in the market, with shares of major gaming industry players falling sharply: Unity…
Read More » -
Tech Round up: Mixed bag as Meta shares surge but Microsoft falters
The first of the big tech earnings are out, and they are a mixed bag. Microsoft, Meta and Tesla all…
Read More » -
Earnings – Microsoft, Tesla and Meta Platforms Post Q4 Results
U.S. technology companies reported their Q4 2025 results after the Wall Street close today. Most companies (Tesla didn’t) beat consensus estimates…
Read More » -
Microsoft Preview – Azure, AI And a Test of Growth Quality
Why Microsoft’s Earnings Matter Microsoft enters the earnings season as one of the most important and, at the same time,…
Read More » -
“Magnificent Seven” Earnings Preview – Is the AI Gamble Paying Off?
This is the second busiest week for US earnings season, and it comes after the S&P 500 has had its…
Read More »
