Alphabet Q2: 2026 capex rises to $205B and free cash flow turns negative
The giant raises its 2026 capex guidance to ~$205B as its free cash flow turns negative: the bill for the AI era arrives at Alphabet's counter.
1 h ago 8 8
Oppo and Vivo would refuse Samsung's Q3 memory rates: the HBM/DRAM squeeze turns into an arm wrestle
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
1 h ago 6 5
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
Jul 16, 2026 at 08:46 14 8
LTM (India): $150M in AI revenue for the quarter, the IT services shift accelerates
Indian IT services firm LTM reveals an AI run rate of $150M/quarter, 12% of revenue - and AI growth outpacing the core. A separate disclosure is the real signal: AI is emerging from the line diluted in large deals.
Jul 14, 2026 at 15:44 30 8