The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the end of 2025 provided much-needed...
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and Meta Platforms all point to...
Another investor without a leg to stand on. Another investor has come out of the woodwork to criticise Alphabet’s expenses and its hiring practices but once again, this investor has...
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting interest in the company with...
The crash continues The collapse of FTX is doing further damage to the now very fragile crypto proposition but I have no doubt that once the dust settles, blockchain &...
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google & Qualcomm which in my opinion...
Palantir is punished for its high revenue multiple. Palantir reported reasonable results but a small FX-related adjustment to guidance sent the shares down 11% in an indication of just how...
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need to make the investment case...
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.
Artificial Intelligence – Galactic fail.
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that when it comes to AI,...