- Semiconductor Revenue Hits Record $425B in Q2 2026, but Omdia’s $500B Q3 Forecast Implies Growth Halves
- AI Extinction Warnings Went Global in Six Days. Nothing in the Technology Changed.
- Anthropic Walks Away From $6 Billion Decart Acquisition: The Deal Was About Inference Cost, Not World Models
- VR Status Report 2026: Quest Sales Keep Falling While Smart Glasses Take the Money
- The Case That the US Can Grow Out of $40 Trillion in Debt: Three Conditions the Clinton Surpluses Actually Met
- The $40 Trillion Debt: Why AI Capex Raises Treasury Borrowing Costs Faster Than It Raises the Tax Base
- Rockefeller Center Has Been a Credit Instrument for Forty Years: From the 1985 REIT to the $3.5 Billion 2024 CMBS
- Who Insures the AI Buildout? $30 Billion Campuses Meet a $3.5 Billion Ceiling
- Retail Earnings Week: The 1.65% Real Sales Number Behind the 5% Headline
- SanDisk and Marvell Top Our Hot Stocks List: Two-Thirds of FY2028 NAND Bits Are Already Contracted
- The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
- AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
- Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
- How WiFi Changed Media
- Marvell Demonstrates 2nm Optical Interconnects for 3.2T AI Data Centers
- Dell Launches $999 XPS Googlebook With Snapdragon X Elite and Gemini AI
- Tech Digest, September 21, 2026: China’s Stock Tax Take Jumps 80%, SoftBank Lines Up $10B of Debt for OpenAI
- Apple’s Siri Home Hub, Raspberry Pi’s AI Skeptic, CXMT’s New LPDDR5X and Polymarket’s Laundering Scare
- Tech Digest: September 17–18, 2026
- Top 10 Emerging Technologies in 2026
- The World Economic Forum and Forrester Can’t Agree on What Counts as Emerging Technology in 2026
- Snap’s AI Glasses, Faraday Future’s Robot Push, and Fresh AI Funding Lead the Sept. 16-17 Tech Wire
- Bending Spoons Buys Miro at a 90% Discount
- Morning Tech Digest, September 10, 2026: Chinese AI Chip Prices Up 20% to 50% on HBM Costs, Nasdaq’s $100 Million Kraken Bet
- Omdia’s Record $425 Billion Chip Quarter: Memory Took Roughly 80% of the New Revenue
- SanDisk (SNDK): The 2027 NAND Supply Wave Arrives in 2029
- Schwab’s August STAX Falls to 57.50 as Retail Sells Software and Buys Chips Off the July Low
- Broadcom Q3 FY26: The Q4 Guide Implies a 55% Incremental Operating Margin Against 67.9% Delivered
- Tempus AI (TEM) Clears FDA for ECG-PH: A Third Cardiology Device Its Own CFO Says Generates No Revenue
- Nasdaq Falls 1.2% as Oil Tops $85 and the 30-Year Hits 5.32%: Only One Input Is Actually New
- Marvell (MRVL) Catalyst Calendar Into Year-End: The $126-to-$400 Target Spread Resolves on October 6, Not August 27
- Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
- Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks
- ServiceNow (NOW) Q2 2026: The 98% Renewal Rate Matters More Than the $1 Billion AI ACV