SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billi…
New invite-only program provides upfront financial incentives to accelerate customer acquisition, strengthen channel growth, and create long-term earning opportunities. New invite-only program provides upfront financial incentives to accelerate customer acqui…
German semiconductor manufacturer Infineon reported record third-quarter revenue on Wednesday, driven by booming demand from AI data centres and a recovery in automotive orders. Revenue rose 13% year-on-year to a record €4.2 billion ($4.8 billion) in the thre…
Technology stocks booming again while Brent crude trades below $80 a barrel amid hopes for a Middle East interim deal Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. Technology stocks are booming aga…
Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix is shifting structurally, with addressable markets broadening in wired and wir…
