The PC Collapse Has a Winner -- and It's Not Who You Think

There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it's a big deal in the business PC market.PC OEMs like HP (HPQ 2.72%) were set up for success in 2026, but the AI boom has complicated the situation. Enormous demand for DRAM and NAND chips from the AI infrastructure build-out, coupled with memory ...