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Year: 2026

All Year: 2026 Articles

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The AI Opportunity Qualcomm Investors May Be Underestimating

Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.

Vandita Jadeja · 2 months ago

The Big Difference Between Broadcom and Marvell Technology

Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.

Alex Sirois · 2 months ago

Direct Truths About Money Everyone Needs to Hear

Some financial truths are simple enough to fit on an index card, yet most people spend decades learning them the hard way. These eight principles cut through the noise and challenge a few things…

Christian Drerup · 2 months ago