Technology
What's going on at Intel (INTC)?
Intel is trying to rebuild the plane in mid-air. Since March, when longtime chip executive Lip-Bu Tan took the helm, the company has been in a rolling reset—res
QMoat Research
Technology
Quality-investing analysis, company research and long-term investment insights in Technology.
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Technology
Broadcom’s (AVGO) Role in the Accelerators Market and the AI Chip Market’s Evolution
Broadcom is the quiet power behind the AI boom. While GPU makers grab the headlines, Broadcom supplies the plumbing—custom accelerators for hyperscalers and the high-speed networking chips that knit thousands of processors into one AI supercomputer.
Technology
ADBE: Reat This Before You Hit “Buy” on Adobe
For 35 years Adobe set the tempo of digital creativity. The verb “to Photoshop” lodged itself in dictionaries; Illustrator files became the bloodstream of agencies; Creative Cloud’s subscription fees rivalled some nations’ GDP.