- Netlist (NLST) Revenue Jumps 149 Percent on Samsung License Cash as Silicon Labs (SLAB) Grows 22 Percent and QuickLogic (QUIK) Doubles
- Omdia Says AI Software Revenue Will Top 200 Billion Dollars in 2026 as Generative AI Grows 139 Percent
- Dell (DELL) Reports November 24 With a 95 Billion Dollar AI Backlog to Turn Into Cash as Supermicro (SMCI) Takes Its Record Quarter on the Road
- CoreWeave (CRWV) Grows Revenue 168% to 3.66 Billion Dollars and Lifts Its Backlog to 132.5 Billion as the Neocloud Selloff Meets Real Numbers
- Marvell vs Lumentum, Which AI Infrastructure Stock Is the Better Investment?
- Lucid Grows Revenue 4% While the US EV Market Shrinks 41% and Adds 1.75 Billion Dollars of Saudi-Backed Credit to Reach Its Midsize Car
- Entegris (ENTG) Targets 15 Percent Annual Growth and Onto Innovation (ONTO) Posts a Record Quarter as Chipmakers Struggle to Measure AI Returns
- SovAI Joins NVIDIA Inception With Two Grid-Connected AI Factory Sites Built to the DSX Reference Design
- Dropbox (DBX) Pays 350 Million Dollars for Tigris Data to Sell AI Storage as Its Core Business Stays Flat at 2.56 Billion Dollars ARR
- Why Tech Stocks Are in Free Fall, AI Spending Fears and the November 5 Selloff
- Four Vendor Surveys on Missed AI Returns Each Find the Problem Their Sponsor Sells a Fix For
- Wasabi Study Puts Unplanned Infrastructure Spending at $63.4 Billion, With Germany Overspending by 7.1 Billion Euros
- CSC Survey Finds 88% of Private Capital GPs Spend Up to Half Their Finance Time Checking Administrator Work
- Lenovo Survey Finds 80% of IT Leaders Tie AI Success to the Digital Workplace and Only 10% Have Redesigned It
- Claude and ChatGPT Integrations Killed the Headless CMS Market
- Survey Margin of Error Explained, What Plus or Minus 3 Points Covers and What It Leaves Out
- Morgan Stanley Pulse Survey Finds Bearish Investor Sentiment Rising to 42 Percent as Inflation Fears Grow
- A Stronger Week Across the Network, October 4–10, 2026
- The Tariff Map Is Becoming an Industrial Policy Map—and the U.S. Economy Is Paying the Price
- PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
The list above is only a small sampling of a vast collection of market intelligence from our database. Not all information in our database is structured as a prepackaged report. Contact us if you don’t find what you are looking for and we’ll do our best to offer a custom market analysis package.
