Articles Tagged 'technology'
TSMC Earnings: Its 2026 Outlook Now Implies About 44% Growth
TSMC beat the top of its July forecast, and its new fourth quarter range puts 2026 sales about 44% above 2025. Computing chips drove almost all of it.
Rocket Lab Pushes Neutron to 2027, Three Years Behind Plan
Rocket Lab now expects Neutron to fly in 2027, three years after its first target. Each earlier dated window was replaced before it closed.
ASML Says AI Chipmakers Want More Machines Than It Can Build
ASML says its planned 2027 and 2028 output will fall short of demand. Its Q3 2026 books show €5.7 billion more paid or billed ahead of delivery.
The AI Story Has Flipped From Boom to Bubble 26 Times
AI boom and bubble headlines flipped 26 times in our record, while seven AI giants’ combined operating profit beat the prior year every quarter since mid-2023.
Is the AI Boom Slowing Down? What New Chip Numbers Show
Samsung’s and TSMC’s new numbers show money still pouring in through September, with two signs of easing. What they do and do not say about the AI boom.
IonQ DARPA Stage C: $300M Is the Program’s Published Cap
IonQ’s DARPA Stage C deal is worth up to $300M, the Stage C maximum in DARPA’s program plan. The first committed amount is undisclosed; Diraq’s was $51M.
Applied Digital Earnings: Hyperscaler Leases Not Live Yet
Applied Digital has 250 of 1,410 leased MW live, all for CoreWeave, and none for hyperscalers yet. See how a $221.0M GAAP loss became a $4.1M adjusted loss.
Micron’s Record Earnings: How Long Can the Memory Boom Last?
Micron’s record fiscal Q4 left MU stock flat. Past memory cycles, the new-fab calendar, its long-term contracts, and what the share price implies.
SPCX Q2 2026 earnings: revenue surges, stock falls
SpaceX nearly doubled Q2 2026 revenue to $7.8B, narrowed its GAAP net loss and improved margins, while continuing heavy investment in AI and space infrastructure.
AMD Q2 2026 earnings: record revenue, stock drops
AMD delivered record Q2 2026 revenue of $11.5B, up 49.6% year over year, as Data Center sales more than doubled and margins expanded sharply. Yet the stock fell about 7.8% after earnings, on a share price that had already more than doubled in 2026.
Everyone Is Wrong About the AI "Bubble" — Here's What I See Building These Systems
After nearly a decade building AI systems daily, here's what the endless bubble debates are missing. Both bulls and bears are confusing bad applications with transformative technology.