The Curse and Blessing of AI Commodification
Open-weight models and more efficient inference are making AI cheaper. That can damage the scarcity premium built into parts of…
Category: AI
The Eerie Rise in Defense Stocks and Another Potential Iran Escalation
The International Maritime Organization recorded 113 confirmed incidents in the Strait and wider Middle East, as well as 24 seafarer…
The Next AI Bear Market Will Follow The Exact Playbook as 2022
The useful lesson from 2022 is not that a fixed 35% decline must happen. It is that a growth market…
The AI Cake Is Getting Bigger, Anthropic’s Slice Is Getting Smaller.
The lower valuation some investors are discussing for Anthropic’s prospective IPO is not proof that artificial-intelligence demand is slowing. It…
Memory Prices Are Tripling. Memory Stocks Are Falling.
DRAM pricing delivered one of the most extreme quarters on record, yet memory shares are trading near the top of…
Ciena’s AI Network Demand Is Growing Fast. Customer Concentration Still Sets the Valuation Limit.
Ciena (NYSE: CIEN) reported a fiscal third quarter that validates the demand expansion around high-speed optical networking. Revenue for the…
Broadcom’s AI Revenue Guidance Raises the Earnings Bar Again
Broadcom (Nasdaq: AVGO) entered its fiscal fourth quarter with a demand outlook that is difficult to dismiss. The company reported…
Credo’s AI Connectivity Growth Is Real. The Valuation Still Requires a High Bar.
Credo Technology (Nasdaq: CRDO) reported first-quarter fiscal 2027 results that confirm the demand surge for high-speed connectivity inside AI data…
Sandisk’s Annual Report Shows an Extraordinary Memory Upswing—and the Commitments That Make It Fragile
Sandisk’s new annual report captures one of the sharpest reversals in the semiconductor-memory cycle: fiscal 2026 revenue nearly tripled, gross…
Cisco Delivers an AI-Order Surge, but Margin Anxiety Explains the Post-Earnings Selloff
Cisco Systems (NASDAQ: CSCO) closed fiscal 2026 with record revenue, accelerating networking demand and a material increase in AI-infrastructure orders.…
Supermicro’s Margin Rebound Makes the AI Server Story More Credible—But Not Risk-Free
Super Micro Computer (NASDAQ: SMCI) ended fiscal 2026 with the kind of quarter that AI-infrastructure investors had been waiting for:…
