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HP Inc. earnings point to memory inflation challenge

HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of hardware, with HP warning that surging DRAM and NAND costs, along with U.S. trade regulations, are pressuring margins and weighing on its full-year outlook.

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Umicore highlights strength in recycling, catalysis

Feb 21, 2026

Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for Umicore.” The company said the launch of its CORE strategy reinforced leadership in its foundation businesses while it took steps to restore value in battery materials.

Apto, Tusaar partner on rare earths recovery

Feb 21, 2026

IT asset disposition provider Apto Solutions has teamed up with Tusaar, a US-based rare earth elements processor, to recover and reuse critical materials from retired technology inside the United States. The collaboration centers on capturing rare earths from shredded hard drives and sending those materials into Tusaar’s domestic processing stream rather than letting them disappear into conventional recycling and export‑oriented channels.

SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine

Feb 19, 2026

In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.