Google on the back foot. Open AI has launched a competitor to Google which performs reasonably well in a strong indication that the barriers to entry in the search business...
There is no fundamental support here. Another set of good results drove Palantir shares to new highs, but this was not the sort of blow-out that Nvidia has been reporting...
Most upside for MediaTek Samsung is having trouble with more than just high bandwidth memory (HBM) as it appears that it is considering not using its Exynos processor in some...
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not nearly enough to return the...
Meta Platforms Q3 24 – Boondoggle? Meta reported good results but the continued heavy investments into AI and The Metaverse from which returns are hard to quantify, made the market...
Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI, it is now having a...
By its own standard, the shares should be falling. Tesla reported excellent results and guidance but given the valuation of the shares and how the company sees itself going forward,...
More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the notice period ends in the...
Automotive joins the Oryon family. In what was an obvious move, Qualcomm has rolled the Oryon custom CPU into its automotive product offering that will give OEMs a greater opportunity...
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.
Qualcomm FQ4 & ARM FQ2 – Story of Two Halves
Qualcomm FQ4 24 – Top Gear. Qualcomm reported good results that beat expectations as a result of a strong performance in automotive, providing the first piece of hard evidence that...