Barry completes the clean-out. Barry McCarthy has completed the clean-out of Peloton meaning that the turnaround can begin in earnest but this remains a risky proposition and there are plenty...
Apple likely to drop its insurance policy. Apple is demonstrating just how difficult it is to keep both the Chinese Communist Party and the US Congress happy at the same...
Chapter 11 or 7 is but months away A recent test drive of Faraday Future’s FF91 vehicle reveals that it is very far from being ready which combined with a...
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...
Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which is going to be how...
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...
Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can become independent on semiconductors, but...
USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which will slow China’s strategy to...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Crypto – The Merge
Good for payments. Bad for Nvidia / AMD. The Ethereum Blockchain will attempt to change the way it operates this week which will make it much cheaper to operate (good...