Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
US stocks closed red on Friday, despite showing some recovery and optimism after the opening bell. The benchmark S&P 500…
Key Insights (AI-assisted): Ceva’s subsystem-level NTN modem IP signals that satellite vendors will increasingly buy standardized 5G baseband capability rather…
Quectel announces the FCE870Q Wi-Fi7 and Bluetooth 6.0 module for low latency use cases. Quectel Wireless Solutions, a global end-to-end…
Key Insights (AI-assisted): By operationalizing SGP.32 with a neutral orchestration layer, Soracom is helping shift IoT connectivity control from mobile…
Key Insights (AI-assisted): The growing emphasis on granular IoT TCO modeling signals a maturation of the market toward recurring service…
Key Insights (AI-assisted): The move to Release 17 RedCap in both global and NA-specific variants signals that 5G’s “middle tier”…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): Quectel’s move deeper into mmWave radar and digital keys signals growing convergence between RF sensing, secure access,…
Key Insights (AI-assisted): Programmable SGP.32 eSIM at scale signals a shift from static connectivity contracts toward lifecycle-orchestrated connectivity for IoT…
Key Insights (AI-assisted): Nordic’s move effectively re-bundles cellular, satellite NTN, positioning, and edge AI into a single roadmap, raising the…
Key Insights (AI-assisted): Positioning LoRaWAN as the “digital nervous system” for AI reframes LPWAN from basic transport to an intelligence…