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Infographic in Wiwynn red. Large type on the left reads gross margin 9.26 percent; large type on the right reads operating cash flow (45,414) NT$ million; a caption below explains the NT$50.74 billion funding gap created by agent-basis memory procurement

Wiwynn Q2 2026: Best Margin Ever, Worst Cash Flow Ever

Wiwynn (6669.TW) posted a 9.26% gross margin in Q2 2026, its best in eight quarters, and minus NT$45.41 billion of operating cash flow, its worst ever.

Sep 15, 2026·12 min read

Near-white cover reading Capital spending overtook revenue in Oracle red, above a bar chart of trailing capex as a share of revenue rising from 46% to 105%

Oracle Now Spends More on Capex Than It Earns in Sales

Oracle's revenue grew 30% and OCI 121%, but trailing capital spending hit 105% of revenue. The stock opened up 7.5% and closed down 1.7% on nearly 4x volume.

Sep 13, 2026·8 min read

Data-forward cover in Broadcom red on near-white reading "AI is now the majority of what Broadcom sells", with $16.7B as the headline figure, a stacked bar splitting the quarter into 56.4% AI semiconductors, 14.0% non-AI semiconductors and 29.6% software against a marked 50% line, and three dashed boxes reading FY2026 $58B, FY2027 $115B and FY2028 $230B labelled as targets, not results.

Broadcom Q3 FY26: AI is now most of what it sells

Broadcom AI chip revenue hit $16.7B, 56% of the company. Revenue rose 85.5% to $29.6B, management put FY2028 AI revenue near $230B, and the stock still fell.

Sep 4, 2026·12 min read