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.
