The TL Podcast for June 23rd: Tech runs merrily toward the tariff cliff Everything is going right with the major themes of tech, including the rebound in the semiconductor market that is propelling companies such as Indie Semiconductor, and the continued health of AI propelling
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Marvell’s Custom AI Chip Impresses Wall Street
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Wall Street’s Best Ideas: Marvell delights the AI crowd Chip-maker Marvell Technology wowed the Street with its presentation of its custom-AI-chip-making ability, and the biggest coup was probably getting everyone not to talk about Broadcom at all. Plus, how AI will affect
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Hinge’s AI Medicine Platform Gains Unanimous Analyst Approval
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Wall Street’s Best Ideas: Unanimous approval for Hinge’s AI in medicine Hinge, which is pioneering virtual physical therapy, is like a software company but its stock is trading below most valuations, making it a hit with the analysts initiating coverage. Plus, CoreWeave’s
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Intel Surges Amid Pre-Tariff Panic Buying: Wall Street Analysis
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Wall Street’s Best Ideas: Is Intel riding the pre-tariff panic buying? A flurry of clues as to why Intel is surging, but no smoking gun. And why Dynatrace is your better bet in “observability” than Elastic. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-is-intel-riding-the-pre-tariff-panic-buying
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Oracle earnings: Mixed signals amid Stargate AI developments
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Wall Street’s Best Ideas: Very mixed vibes for Oracle Oracle reports Wednesday following two disappointing quarters in a row. Will there be any Stargate surprise? Plus, Qualcomm’s bid to rival Broadcom in the data center, stepping away from Elon Musk’s baggage, and the ho-hum
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Pure Storage CEO on Software-Driven Data Storage Evolution
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Please enjoy my interview with Pure Storage CEO Charlie Giancarlo. Pure Storage CEO: The software story evolves For data storage vendor Pure Storage, a steady stream of new software features is pushing a stodgy corner of IT ever deeper into the software-as-a-service realm.
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Broadcom Expands AI Chip Business with XPU Inference Growth
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Broadcom’s opportunity indeed broadens out Broadcom’s CEO, Hock Tan, confirms the business of building custom AI chips, “XPUs,” is broadening out because of “inference.” That could make AI chips two thirds of next year’s total chip revenue for the company, which would be very
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MongoDB Rebounds While Micron Seizes Major Growth Opportunity
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Wall Street’s Best Ideas: MongoDB out of its slump, Micron’s brilliant prospects MongoDB has beaten a two-year slump in its database business, but what’s the right price for its stock? Plus, the silver lining in Ciena’s mixed results, and an amazing opportunity for Micron in
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Innodata CEO discusses AI transformation and quarterly progress
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Please enjoy my interview with Innodata CEO Jack Abuhoff Innodata CEO: A year of transformation Investors fret over how fast Innodata’s brilliant opportunity in AI will unfold with each of its giant tech customers. Founder and CEO Jack Abuhoff says steady progress each quarter
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TL20 reaches new all-time high, up 190%
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TL20 hits a new all-time high, up 190% Investing in the best companies at a reasonable valuation is a strategy for vastly outperforming the market. https://
thetechnologyletter.com/the-posts/tl20
-hits-a-new-all-time-high-up-190
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