The Business Times – AI Demand Drives Chip Equipment Sales Forecast To New Highs But Tariff Jitters Cloud Outlook

The Business Times: Senior Analyst Alvin Nguyen highlights how the surge in AI demand is driving semiconductor equipment sales to record highs, with global firms increasingly investing in both high-end and low-power AI chips. Nguyen adds though that the uncertainty created by tariffs is causing delays in investment decisions by some semiconductor players.

Read the full article here. Read more from Alvin here.

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Media Coverage

CNBC – Myspace Eyes Comeback As An ‘Antidote’ To Social Media Fatigue — But It May Be A Long Shot

August 9, 2026
CNBC: Principal Analyst Kate Winick provides perspective on the competitive realities facing social media platforms and whether legacy brands can regain relevance. Read the full article here. Read more about Kate here.
Media Coverage

Forbes – Agentic AI Is Breaking Security’s Human Assumptions

August 7, 2026
 Forbes: Reporting from Black Hat 2026, Principal Analyst Jess Burn discusses how agentic AI is reshaping security assumptions and increasing the need to modernize governance, risk, and security practices. Read the full article here. Read more about Jess here.