McKinsey surveyed roughly 450 CIOs and IT decision makers and put a number on what migration veterans already suspected: $100 billion in wasted spend and up to $500 billion in eroded shareholder value tied to cloud programs that ran past their budgets. The headline gets quoted a lot. The more useful finding sits underneath it: the

Texas Instruments’ Q1 2026 results establish a new baseline for the analog sector: destocking is done, both key segments are above prior peaks, and the earnings normalization path is open.