In a X post, Black said that he’s bullish on big technology names despite the market concern over massive capital expenditures planned for 2026, outlining three major reasons for his stance.
SAN DIEGO — Shares of Qualcomm Inc. (NASDAQ: QCOM) experienced a sharp sell-off this week, falling over 10% after the semiconductor giant issued a sobering second-quarter forecast that overshadowed record-breaking first-quarter results. Despite surpassing analyst expectations for the end of 2025, management warned that a structural "memory crunch" is beginning to
As of February 6, 2026, the global technology landscape has undergone a tectonic shift. India, once viewed as merely a software services giant, has successfully pivoted to become a cornerstone of the world’s hardware supply chain. The "Made in India" chip is no longer a strategic ambition but a commercial reality, with major manufacturing facilities [...]
Qualcomm Incorporated (NASDAQ: QCOM) reported record-breaking first-quarter 2026 earnings this week, delivering a staggering $12.3 billion in revenue and showcasing the explosive growth of its automotive and premium handset divisions. However, the financial triumph was immediately overshadowed by a grim second-quarter forecast that sent the company’s stock plummeting 11%. Despite the technical prowess of its [...]
As of February 6, 2026, the global technology sector is grappling with a supply chain crisis of historic proportions. What industry analysts have dubbed the "Memory Famine" or "RAMpocalypse" has officially reached a boiling point, as a new report from TrendForce confirms that the insatiable demand for Artificial Intelligence infrastructure has effectively stripped the world [...]
In a stark illustration of the "priced for perfection" era of high-tech investing, Advanced Micro Devices (NASDAQ: AMD) has found itself at the center of a confusing financial whirlwind. On February 3, 2026, the semiconductor giant reported record-breaking fourth-quarter results for 2025, with CEO Dr. Lisa Su describing the demand
SAN FRANCISCO – As of February 6, 2026, the global financial landscape has shifted into a new, higher gear, defined by what analysts are calling the "AI Capital Expenditure Supercycle." A series of blockbuster reports from leading financial institutions and technology giants has confirmed a staggering reality: global spending on data
As of February 6, 2026, the global semiconductor landscape has undergone its most radical transformation since the invention of the integrated circuit. The ambitious "reshoring" movement—once a series of blueprints and legislative promises—has transitioned into a phase of high-volume manufacturing (HVM). In the United States, the "Silicon Desert" of Arizona and the "Silicon Heartland" of [...]
As the calendar turns to February 2026, the artificial intelligence landscape has shifted from cloud-based novelty to a high-stakes war for on-device supremacy. At the center of this transformation is Qualcomm Incorporated (NASDAQ: QCOM), a company that has successfully rebranded itself from a mobile chip provider to a full-stack AI powerhouse. With the recent commercial [...]
In a move that has sent shockwaves through the global semiconductor industry, the Chinese government has issued a series of directives instructing its leading technology firms to pause or significantly scale back orders for Nvidia’s latest high-performance chips, including the H200. This instruction, delivered by the Ministry of Industry and Information Technology (MIIT) and the [...]
Micron Technology (NASDAQ: MU) has officially confirmed that its entire production capacity for High-Bandwidth Memory (HBM) is fully committed through the end of the 2026 calendar year. This landmark announcement underscores a historic supply-demand imbalance in the semiconductor sector, driven by the insatiable appetite for artificial intelligence infrastructure. As the industry moves into 2026, Micron’s [...]
OpenAI alone wants to spend $1.4 trillion on AI infrastructure, which means there's a lot of money on the table for these three companies in particular.
The narrative of the artificial intelligence revolution shifted dramatically this week from the processing power of chips to the massive capacity required to store the data they generate. Seagate Technology Holdings plc (NASDAQ: STX) saw its stock price surge by a staggering 19% following a fiscal second-quarter earnings report that
