HP

Taiwan’s 3 big PC motherboard makers plan to raise prices again – 5% to 10% – in the 4th quarter, media report, adding Asustek, Micro-Star (MSI) and Gigabyte all saw shipment momentum rebound due to improving CPU supplies (Intel Arrow Lake and AMD Ryzen 9000) and a recovery in PC client inventory replenishment. The impending price increases, coupled with a double digit increase earlier this year, are expected to lead to a 30% full-year drop in PC motherboard shipments in 2026. $Intel(INTC.US) $AMD(AMD.US) $Dell Tech(DELL.US) $HP(HPQ.US) #Lenovo #Asustek #MSI #Gigabyte

Source: Dan Nystedt

$Alphabet(GOOGL.US) is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks.

Now, Snowflake is mentioned to surge. Dow Jones, S&P 500, Nasdaq, Nvidia, Tesla, and Hewlett-Packard increase their percentage.

Besides that, Straits Times and local banks shares also rise. Hong Kong Share Hang Seng Index rebound their shares.

Happy to see improvements in the companies.

Rumor: Thailand and Vietnam could be hurt worst as big notebook PC brands turn back to China for mass production, media report, saying Southeast Asia turned out to be too costly for laptop production and US tariffs have not had as big an impact as feared.

Source: Dan Nystedt

Please ask Grok to look up information online about the cooling performance of DGX Spark. Although the chip and memory are identical, cooling is crucial for long-term use. Every brand has its own cooling strategy, so there will be significant differences in temperature comparisons. What surprised me was that Acer topped the list? I haven't considered buying a laptop or PC from Acer for over ten years... This cooling ranking really caught me off guard:

Acer Chairman: PC shipments may plunge over 20% in the 2nd half of 2026 as higher prices bite, media report, with the PC giant planning to focus on new businesses to maintain growth. Chair Jason Chen also said price increases for memory chips and SSDs have started to plateau, so PC price hikes have also slowed. $Dell Tech(DELL.US) $HP(HPQ.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) #semiconductors

Source: Dan Nystedt

$Hewlett Packard Enterprise(HPE.US) | Morgan Stanley 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗛𝗲𝘄𝗹𝗲𝘁𝘁 𝗣𝗮𝗰𝗸𝗮𝗿𝗱 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 from 𝗘𝗾𝘂𝗮𝗹𝘄𝗲𝗶𝗴𝗵𝘁 to 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁, cuts PT to $𝟲𝟵 from $𝟳𝟭

Supply chain signals have been disrupted and are causing anxiety about the peak season 3rd quarter media report, noting this year seems “volatile and treacherous” due to price hikes, shortages of key components – including memory, demand for early delivery by end clients (pull-in), and less predictable consumer demand. The biggest factor is strong 1st & 2nd quarter demand – and hoarding – by consumer electronics firms, which could slow in the 2nd half. Order visibility through end-2026 and 1st half 2027 will be a key sign to watch. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) #semiconductors

Source: Dan Nystedt

Trying to print a reversal $HP(HPQ.US)