$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy will have a good opportunity to showcase their CETO technology soon. The Ocean Energy Sector is set to gather for ICOE OEE 2026 in The Hague in less than 2 weeks. Ocean energy leaders, policy makers, and researchers from around the world will attend for key sessions, workshops, and networking aimed at advancing the ocean energy industry. Carnegie's team will be presenting across the conference program. Attendees can stop by Stand 48 to meet the team and discuss what's next for Carnegie and the ocean energy sector. Registrations are still open for anyone planning to attend in The Hague.
The excuse today leans on Point #2, but Apple working to replace Qualcomm chips was already known. So what's actually new here? Point #1: Qualcomm secured an important win with AAPL. The renewed patent license protects Qualcomm's licensing relationship and royalty revenue even as Apple moves toward its own modem technology. Point #2: Apple reducing its reliance on Qualcomm modems is old news, and the market already knew it. New positive news gets ignored. Old news gets recycled as an excuse to sell. It looks like the algorithmic traders found their reason to push $Qualcomm(QCOM)$ into the red today. QTL wins the license. QCT deals with the modem transition. They don't need new news. They just need an excuse.
$Apple(AAPL)$ A coordinated effort seems to be underway to undermine improving US-China relations, with a hit piece timed specifically to cap any upside in Apple. That's not just questionable, it's outright criminal.
$Microsoft(MSFT)$ Microsoft said it will expand its cloud and AI infrastructure across the Middle East. The company wrote in a blog that it will continue to invest in cloud and AI infrastructure across the region, expanding capacity, launching new capabilities, and delivering long-term infrastructure commitments. Microsoft plans to invest more than $10 billion in capital and operating expenses in the region by 2030.
Qualcomm has officially unveiled the Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6, its new flagship smartphone processors built on an advanced 2nm process with the Oryon CPU, Adreno GPU, and Hexagon NPU. The chips are designed around on-device agentic AI, and upcoming flagship devices from Xiaomi, Motorola, OnePlus, OPPO, vivo, and others are set to adopt these platforms. This is a confirmed product launch from Qualcomm, not a report. The broader semiconductor takeaway is that AI inference keeps moving from the cloud directly onto consumer devices. $Qualcomm(QCOM)$ $Apple(AAPL)$ $NVIDIA(NVDA)$
We post every day, completely free. We don't sell courses, subscriptions, signals, or access to a private group. We share our analysis publicly to sharpen our skillset and keep ourselves accountable. $Apple(AAPL)$ has an excellent trend here. In my opinion it's a bit too late for an entry, I'd like to see another test and bounce at 339.64 for continuation. A blind entry at the open looks dangerous here. $Microsoft(MSFT)$ — I missed this completely. It's important to log failures and this was one on my part, I didn't expect this move. In my opinion it's a bit too late to chase this, I'll wait on the sidelines for a 505.95 test. $NVIDIA(NVDA)$ — t