Netlist (NLST) Revenue Jumps 149 Percent on Samsung License Cash as Silicon Labs (SLAB) Grows 22 Percent and QuickLogic (QUIK) Doubles
Three small-cap chip reports from November 10. Netlist turned patent fights into $245 million of cash, Silicon Labs grew into its TI takeover, and QuickLogic’s new products took over its revenue.
Omdia Says AI Software Revenue Will Top 200 Billion Dollars in 2026 as Generative AI Grows 139 Percent
Most AI market talk is about spending on chips and data centers. Omdia’s latest forecast is about what customers pay for the software running on…
Dell (DELL) Reports November 24 With a 95 Billion Dollar AI Backlog to Turn Into Cash as Supermicro (SMCI) Takes Its Record Quarter on the Road
Dell confirmed on November 10 that it will report fiscal third-quarter 2027 results on November 24. The same evening Supermicro announced a run of investor…
CoreWeave (CRWV) Grows Revenue 168% to 3.66 Billion Dollars and Lifts Its Backlog to 132.5 Billion as the Neocloud Selloff Meets Real Numbers
CoreWeave went into its third-quarter report with the stock down about 40% in a month, dragged by rising rates and a broad retreat from AI…
Marvell vs Lumentum, Which AI Infrastructure Stock Is the Better Investment?
A scenario-based comparison of MRVL and LITE, the all-stock merger spread, deal-break risk and long-term AI infrastructure exposure.
Lucid Grows Revenue 4% While the US EV Market Shrinks 41% and Adds 1.75 Billion Dollars of Saudi-Backed Credit to Reach Its Midsize Car
Lucid’s third quarter, reported on November 9, is a story about time. Revenue edged up while the US electric vehicle market fell hard. Cash burn…
Entegris (ENTG) Targets 15 Percent Annual Growth and Onto Innovation (ONTO) Posts a Record Quarter as Chipmakers Struggle to Measure AI Returns
Two chip suppliers told investors on Monday that the AI build-out is still feeding through to the companies that sell materials and inspection tools to…
SovAI Joins NVIDIA Inception With Two Grid-Connected AI Factory Sites Built to the DSX Reference Design
SovAI, a startup from Dana Point, California that calls itself the AI Factory Architect, has joined NVIDIA Inception, the chipmaker’s startup program. On its own…
Dropbox (DBX) Pays 350 Million Dollars for Tigris Data to Sell AI Storage as Its Core Business Stays Flat at 2.56 Billion Dollars ARR
Dropbox reported its third quarter on November 5 and announced, in the same breath, that it’s buying Tigris Data for about $350 million in cash.…
Why Tech Stocks Are in Free Fall, AI Spending Fears and the November 5 Selloff
AI infrastructure spending, data-center delays, weak chip outlooks and interest-rate concerns drive the November 5 technology selloff.
Semicap Pulse Reads 48.5 Steady as Chip Equipment Stocks Slump While Orders and Exports Run Hot
The Semicap Pulse reads 48.5, Steady. Chip equipment shares had their worst four weeks in the gauge’s price history, while order books, Dutch exports and Japanese billings run near the top of the scale.
Memory Cycle Gauge Reads 82 Shortage as Micron Stock Breaks Trend While Supply Stays Sold Out
The Memory Cycle Gauge reads 82.0 for October 2026, still in Shortage. Korean chip exports, Micron margins and supply language sit near the top of the scale while Micron’s share price has broken below its trend.
AI Market Analyzer Falls to 31.8 Cooling as Price Gauges Hit AI Winter and Leverage Stays Greedy
The AI Market Analyzer reads 31.8, Cooling, down from 70.3 a month ago. Four of seven inputs sit in AI Winter while leveraged chip traders and company guidance still read as greedy.
AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
This is the first monthly AI Capex Tracker on MarketAnalysis.com: one page, refreshed each month, showing what the largest AI infrastructure buyers spent, what they…
The Collingridge Dilemma
The Collingridge dilemma is a problem of timing. David Collingridge, who worked at the Technology Policy Unit of the University of Aston in Birmingham, set…
The Sum of All Fears Hits Markets as Gold Sinks to One-Year Low and Silver Slips Below $50
Gold fell to its lowest level in more than a year on Friday, October 30, and silver dropped below $50 an ounce for the first…
IBM Will Never Be the Company It Used to Be
IBM can remain a valuable enterprise supplier, but recovering its former power to shape the computing industry is a different proposition.
Alphabet Q3 2026 Earnings and the 12% Search Growth That Matters More Than the SpaceX Miss
Alphabet lost about 12% on Thursday, trading near $285 against Wednesday’s $324.89 close, and roughly $490 billion of market value went with it in one…
Marvell Falls 8% on Lumentum Takeover Talks Because the Deal Can Only Be Paid in Stock
Marvell Technology fell 7.7% in after-hours trading on Wednesday, to $232.39 from a $251.65 close, after Bloomberg reported the chipmaker is in advanced talks to…
Seagate, Teradyne and Corning Beat on AI Demand and Two of Them Still Fell
Three suppliers to the AI build-out reported third-quarter numbers on Tuesday. Hard drives, chip testers and optical fiber. All three grew fast. The market still…
Tenstorrent Raises $1.5 Billion at a $6.2 Billion Valuation and Bets on Selling AI Chips at Every Size
Tenstorrent has closed a $1.5 billion Series E at a $6.2 billion post-money valuation. Trace Capital and Innovation X led the round. The Santa Clara…
How to Tell an AI Infrastructure Order From an AI Infrastructure Story
An AI infrastructure announcement can describe a real commercial commitment, a financing ambition, a capacity reservation or a plan that still depends on several other…
Hybrid Bonding Is the Bottleneck Nobody Prices Into HBM4
On Monday Applied Materials said it would more than double its holding in BE Semiconductor Industries (Euronext Amsterdam: BESI), taking it to about 20% of…
EQT and Ovintiv Pay for Drilling Inventory While Johnson Controls Sells Its Alarm Business
Monday’s deal tape had two kinds of transaction on it, and they ran in opposite directions. Two energy producers paid to lengthen their runway, one…
