As the closing bell approaches on January 27, 2026, the global financial community has fixed its gaze on Redmond. Tomorrow, Microsoft (NASDAQ: MSFT) is scheduled to release its fiscal second-quarter 2026 earnings report, an event that has become the definitive pulse check for the artificial intelligence revolution. With the company’
As of January 27, 2026, the artificial intelligence industry has officially hit the "Photonic Pivot." For years, the bottleneck of AI progress wasn't just the speed of the processor, but the speed at which data could move between them. Today, that bottleneck is being dismantled. Silicon Photonics, or Photonic Integrated Circuits (PICs), have moved from [...]
As of late January 2026, the artificial intelligence industry finds itself in a familiar yet intensified paradox: despite a historic, multi-billion-dollar expansion of semiconductor manufacturing capacity, the "Compute Crunch" remains the defining characteristic of the tech landscape. At the heart of this struggle is Taiwan Semiconductor Manufacturing Co. (TPE: 2330) and its Chip-on-Wafer-on-Substrate (CoWoS) advanced [...]
As the first month of 2026 draws to a close, the financial world is recalibrating its expectations following a blockbuster market outlook from JPMorgan Chase & Co. (JPM/NYSE). Released this January, the firm’s 2026 forecast projects a year of significant expansion for global equities, predicting double-digit gains fueled by
Shares of hospitality software provider Agilysys (NASDAQ:AGYS) fell 20.5% in the morning session after the company reported fourth-quarter results that missed profit expectations.
Counterpoint Research says big tech companies like Alphabet (Google), Amazon, Microsoft and Apple are rapidly expanding custom AI chips to power data centers, with shipments expected to triple by 2027 as demand for faster, more efficient AI grows.
The semiconductor industry, the undisputed engine of the global economy for the past three years, is facing a stark reality check as January 2026 draws to a close. What began as a triumphant year-end for high-flyers like Broadcom Inc. (Nasdaq: AVGO) has curdled into a period of intense volatility, triggered
On March 3, 2025, the relative calm of the North American trade landscape was shattered by a midday announcement from the Roosevelt Room. President Donald Trump, citing a national emergency under the International Emergency Economic Powers Act (IEEPA), declared the immediate implementation of sweeping tariffs on goods imported from Canada
Exactly one year ago, the financial world witnessed a seismic shift that redefined the artificial intelligence era. In late February 2025, following a highly anticipated earnings release, NVIDIA Corporation (NASDAQ: NVDA) experienced a historic single-day market cap loss that eventually peaked at a staggering $600 billion in value destruction. This
PALO ALTO, CA — As we enter the first month of 2026, the frenetic "land grab" era of artificial intelligence has officially collided with the cold reality of the balance sheet. For three years, the world’s largest technology companies have poured hundreds of billions of dollars into high-end silicon and
In a move that underscores the insatiable appetite for artificial intelligence infrastructure, ByteDance, the parent company of TikTok, has reportedly finalized a staggering $14.3 billion (100 billion yuan) order for high-performance AI chips from NVIDIA (NASDAQ: NVDA). This procurement, earmarked for the 2026 fiscal year, represents a significant escalation from the $12 billion the social [...]
As of January 26, 2026, the artificial intelligence industry has reached a pivotal turning point in its infrastructure evolution. Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) have officially transitioned from being NVIDIA’s (NASDAQ: NVDA) largest customers to its most formidable architectural rivals. With today's simultaneous milestones—the wide-scale deployment of Microsoft’s Maia 200 and Meta’s [...]
As of January 2026, the artificial intelligence industry has reached a pivotal infrastructure milestone: the definitive transition from copper-based electrical interconnects to light-based communication. For years, the "Copper Wall"—the physical limit at which electrical signals traveling through metal wires become too hot and inefficient to scale—threatened to stall the growth of massive AI models. Today, [...]
As of January 26, 2026, the semiconductor industry has officially entered a new epoch known as the "Angstrom Era." Taiwan Semiconductor Manufacturing Company (TSM: NYSE) has confirmed that its next-generation 2-nanometer (N2) process technology has successfully moved into high-volume manufacturing, marking a critical milestone for the global technology landscape. With mass production ramping up at [...]
As the calendar turns to the final week of January 2026, the global financial markets are bracing for a high-stakes gauntlet of earnings reports from the heavyweights of the "Magnificent 7." Over the next four days, four of the world’s most influential technology firms—Meta Platforms Inc. (NASDAQ:META)
As the final week of January 2026 begins, the Nasdaq 100 (INDEXNASDAQ: NDX) finds itself at a historic technical crossroads. Following a period of grueling consolidation that has defined the market since late 2025, the index is now testing a formidable resistance zone at 25,850. For technical analysts and
TAIPEI, Taiwan — In a definitive move to cement its dominance over the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially entered a "capex supercycle," announcing a staggering $52 billion to $56 billion capital expenditure budget for 2026. The announcement, delivered during the company's January 15 earnings call, signals the end [...]
