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Recent briefings
All editions ↗Daily briefing — 6 November 2026
Friday, 6 November 2026 | Information cutoff: 06:45 GMT Morning View Thursday’s earnings wave sharpened the distinction between AI demand and AI monetization. Cloudflare and JFrog delivered the cleanest evidence that security, developer tooling and inference traffic can support both accelerating growth and upward estimate revisions. Atlassian’s results were operationally solid, but its guidance showed that rapid cloud and AI adoption does not automatically offset the runoff of mature products…
Daily briefing — 5 November 2026
Thursday, 5 November 2026 | Information cutoff: 06:45 GMT Morning View The overnight earnings set sharpens the central AI investment question: demand is broadening, but the distribution of economics is becoming less uniform. Qualcomm reiterated a $5bn fiscal 2027 data-center revenue target and Arm lifted evidence of server share gains, while Coherent and GlobalFoundries showed the optical and packaging layers accelerating. Yet Qualcomm’s warning that wafer, memory, packaging and test…
Daily briefing — 4 November 2026
Wednesday, 4 November 2026 | Information cutoff: 06:45 GMT Morning View The center of the technology tape has shifted back from financing risk to execution. Tuesday’s results show that AI infrastructure demand is broadening simultaneously across accelerators, servers, Ethernet switching, PCIe fabrics and electrical equipment: Advanced Micro Devices nearly doubled data-center revenue, Arista Networks posted its fastest growth since its IPO, Astera Labs turned a new switch family into its…
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Explore Technology
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Follow the chip value chain, from architecture and design tools to qualified silicon.
Explore 6 deep dives ↗AI infrastructure & data centres
Compute, connectivity, power and cooling—and the economics of putting them to work.
Explore 6 deep dives ↗Data platforms & analytics
How raw records become reliable applications, trusted metrics and useful AI context.
Explore 6 deep dives ↗Frontier models
How advanced AI models learn, reason and turn computation into useful work.
Read the foundational guide ↗Internet-platform
How the internet finds, ranks, distributes and monetises information—and why platforms compound.
Read the foundational guide ↗