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...
Transcript: Anthropic — one of the leading AI companies in the world, backed by over $30 billion in fresh funding at a $380 billion valuation — just released its second major AI model in less than two weeks. Twelve days. Two flagship model releases. And the thing they...
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent year-over-year growth in their IT asset disposition divisions. Seventy percent. Not 8 percent. Not 12 percent. Not “steady progress.” Seventy. And both...
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware. This analysis breaks down how AI‑driven data center capex, a slowing PC refresh cycle, and rising memory costs will reshape server resale, intake...
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price signal into the secondary market. This briefing unpacks what that split means for buyback grids, sourcing strategy, and where the best margin will...
