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November 2017

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Recent Posts

NETSCOUT FY2026: Revenue Growth, Margin Expansion, and a Balance Sheet That Tells the Real Story
Day Zero Threat Research Summit, August 30–September 1, 2026, Las Vegas
AI Agent Security Summit, May 27, 2026, San Francisco
General Analysis Raises $10 Million to Secure the Fast-Rising World of AI Agents
Black Hat Asia 2026, Singapore: Cybersecurity Event Highlights AI Threats and Data Sovereignty
Aptori Expands Runtime-Driven Validation Platform for the AI Coding Era
Rilian Raises $17.5 Million to Bring Agentic AI Into Cybersecurity and Sovereign Defense
ServiceNow Completes $7.75 Billion Armis Acquisition, Expands AI Security Ambitions
Enterprise WiFi Security: Where Convenience Stops and Control Begins
International Cybersecurity Challenge 2026, May 18–21, Gold Coast, Australia

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Defense Market
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Technology Conferences

Israel Approves F-35 and F-15IA Squadron Purchases Worth Tens of Billions

DEFSEC Pushes Battlefield Awareness Forward with BLISS Deployment to Yuma

Farnborough International Airshow 2026, July 20–24, Farnborough, England

6K Energy and CRG Defense Form Seven-Year Pact to Build U.S. Defense Battery Supply Chain

Boeing MQ-25A Stingray First Operational Flight Advances U.S. Navy Carrier Aviation

L3Harris Secures $1 Billion Pentagon-Style Backing Ahead of Missile Solutions IPO

DFEN Unwinds the War Premium

The Industrial Gap Behind Europe’s Rearmament Numbers

WiFi in the Military: Convenience Meets a Very Different Kind of Reality

ATARS Meets the M-346: Why Leonardo and Red 6 May Be Rewriting the Logic of Fighter Training

Quantum Motion Raises $160 Million Series C to Scale Silicon-Based Quantum Computing

Fazeshift Raises $17 Million Series A to Automate Accounts Receivable With Autonomous AI Agents

Instant Power Becomes the Next AI Infrastructure Battleground as Nyobolt Raises $60 Million

NVIDIA and Corning Expand U.S. Optical Manufacturing for AI Infrastructure

QuantWare Raises $178 Million Series B, Announces 10,000-Qubit Processor Architecture

Panthalassa Raises $140 Million to Power AI Computing with Ocean Waves

JEDEC Advances DDR5 MRDIMM Architecture With New MDB Standard and Next-Gen Memory Roadmap

Hydrogen Embrittlement and Pipeline Infrastructure: The Metal Problem No One Wants to Talk About

Hydrogen Policy in the United States: Decades of Investment, Uncertain Direction

Hydrogen and Grid Resilience: The Long-Duration Storage Problem

Automate 2026 Sets Its Agenda Around AI’s Role in Industrial Transformation, June 22–25, 2026, McCormick Place in Chicago

IBM Think 2026, May 5–8, Boston, Massachusetts, USA

AI & Creativity Summit New York 2026, May 14, The Lighthouse Brooklyn

SEMICON Southeast Asia 2026, May 5–7, Kuala Lumpur

SID Display Week 2026, May 3–8, Los Angeles Convention Center

Big Dipper Innovation Summit, May 12–14, 2026, Richmond

RISC-V Summit Europe 2026, June 8–12, Bologna, Italy

Data Center World 2027, May 24–27 2027, Music City Center, Nashville, Tennessee

Snowflake Summit 26, June 1–4, 2026, San Francisco

TSMC 2026 Technology Symposium, April 22, Santa Clara

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Market Analysis
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The Bill Comes Due

The Software-Defined Camera Won. The Open OS Did Not.

Cars Are Computers Now, and Most Carmakers Aren’t

Gartner: Global IT Spending to Hit $6.31 Trillion in 2026, Driven by AI Infrastructure

The SDK Generator Benchmarks: Infrastructure vs. Convenience

Infographic: We Are Likely in the Early Stages of Another Productivity Boom

Infographic: Establishing the National Multimodal Freight Network

Global WiFi Market: Size, Segmentation, Trends, and Forecast to 2030

Synera’s $40M Series B: What the Press Release Isn’t Saying

Amazon’s Globalstar Acquisition Is a Spectrum War Dressed as a Satellite Deal

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

Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform

Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market

America’s Brands Keep Winning Even as America Itself Slips

Kioxia’s Storage Gambit: Flash Steps Into the AI Memory Hierarchy

Mamdani Strangling New York

The Rise of Faceless Creators: Picsart Launches Persona and Storyline for AI Character-Driven Content

Apple TV Arrives on The Roku Channel, Expanding the Streaming Platform Wars

Micron Crosses $700 Billion as AI Memory Shortage Rewrites the Valuation Floor

The Trade Desk Q1 2026: Revenue Growth Holds, But the Margin Story Is Compressing

Dropbox Q1 2026: Revenue Stabilization, Margin Compression, and the Debt-Funded Buyback Question

Cloudflare Grows 34%, Cuts 1,100 Jobs, and Watches Its Stock Decline 19% in After-Hours Trading

AI Didn’t Create the Layoffs. It Just Made Them Speakable.

AMD +20% Premarket — Sector Repricing, Not a One-Stock Event

GameStop Bids $56 Billion for eBay

Apple Delivers a Power Quarter as Growth Reaccelerates Across the Board

PayPal’s Reset Moment Feels Less Like a Shuffle and More Like a Bet on Focus

Reading the PEG Ratio Across Nvidia, Broadcom, and AMD

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