Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD under pressure amid rising rate fears.
In boardrooms, a dangerous question is being asked: “If AI can generate code, do we still need software developers?”
The gap I’d watch most is between the companies treating this as a tooling upgrade and the ones treating it as an architecture problem.
The Chinese smartphone market is slowing, with higher prices and fewer special offers impacting sales. It’s a trend that will be repeated on a global scale in 2026.
The widely predicted date for the next Samsung keynote has been confirmed, and with it clues of what’s coming and when.
Adoption of AI, data platforms and digital technology is inevitable. The key question is whether organizations can trust what they build.
Build what differentiates you. Buy what doesn’t. Your product is your business. Your testing infrastructure is not.
With all the terrible news of layoffs and that the games industry is in a dire state, some people online have said a crash is the only way to fix things. It won’t.
Intelligence that cannot be seen, acted on or built upon is not a capability. It is a liability with good marketing.
AI can help teams move faster, but speed alone does not solve the harder problem of understanding what has actually been built.