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Recent briefings
All editions ↗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…
Daily briefing — 3 November 2026
Tuesday, 3 November 2026. Information cutoff: 06:54 GMT. Morning View The overnight evidence sharpened the market’s new dividing line: AI demand remains strong, but access to capital and control of unit economics now matter as much as revenue growth. Oracle priced a $20bn equity-and-debt raise at borrowing costs as high as 8.65%, while Apple’s record quarter was overshadowed by a holiday gross-margin reset driven by memory and AI-server costs. The…
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