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 punished two of them, which says more about expectations than about the businesses. Seagate: a 61% jump and record margins Seagate's fiscal first-quarter revenue came in at $4.23 billion, up 61% on a year ago and … [Read more...] about Seagate, Teradyne and Corning Beat on AI Demand and Two of Them Still Fell
Connecting the Dots, Quantifying Technology Trends & Measuring Disruption
Footer
Market Research Media
- Claude and ChatGPT Integrations Killed the Headless CMS Market
- Survey Margin of Error Explained, What Plus or Minus 3 Points Covers and What It Leaves Out
- Morgan Stanley Pulse Survey Finds Bearish Investor Sentiment Rising to 42 Percent as Inflation Fears Grow
- A Stronger Week Across the Network, October 4–10, 2026
- The Tariff Map Is Becoming an Industrial Policy Map—and the U.S. Economy Is Paying the Price
- PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
- Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
- The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
- AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%