Report Category Directory
- TEL 3FQ26 QT: Weak 2FH26; 15-20% WFE growth in CY 2026, depending on cleanroom availability. by New Street Research
- SpaceX: Can the 10-ton 1MW space datacenter fly? A first-principle view by New Street Research
- Hyperscalers to nearly double AI capex again in 2026. Implications by New Street Research
- Hyperscaler replatforming: Microsoft doing ok, Google the best, Meta the worst by New Street Research
- Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. Buy, €55 TP. by New Street Research
- ARM: Cloud and AI will contribute more to growth than smartphones going forward by New Street Research
- Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115 by New Street Research
- Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027 by New Street Research
- AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP. by New Street Research
- Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. by New Street Research