Qualcomm’s latest earnings call struck a nuanced tone: operationally, the company is firing on all cylinders with record revenue and earnings, strong margins, and expanding footholds in automotive, ...

"People have no idea what Minnesotans are made of," she said, though she acknowledged that at this point, maybe folks are ...

Microsoft (MSFT), which is at the center of the artificial intelligence spending debate, weighed in on several related topics ...

When we talk about the cost of AI infrastructure, the focus is usually on Nvidia and GPUs -- but memory is an increasingly ...

Apple's (AAPL) recent first-quarter earnings call provided some insight on the memory sector, according to TF International Securities analyst Ming-Chi Kuo. "Apple highlighted two major uncertainties ...

Context graphs are emerging as a way to connect signals, actions and outcomes into a structured memory layer that preserves ...

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even as underlying ...

ABI and scripting to the Wasm Component Model (WASI Preview 2). He shares how to build secure plugin systems that run at near ...

Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence boom, more ...

This article first appeared on GuruFocus. Apple's (NASDAQ:AAPL) latest earnings call may not have moved AI memory names much, but it quietly sent an important signal for the rest of the memory market, ...