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- 2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY! by New Street Research
- Tracking the return on AI investment: How is the replatforming going at hyperscalers? by New Street Research
- Amazon's hunger for GW - A sneak peak into 2027 AI Infrastructure growth by New Street Research
- Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesis by New Street Research
- Uber 3Q25: Growth accelerating, margin expansion moderating. Maintain Buy, $120 by New Street Research
- Infineon 4FQ25: AI momentum; caution elsewhere. Maintain Buy by New Street Research
- Duplicate of Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesis - Buy $6.5 by New Street Research
- Infineon 4FQ25: AI momentum; caution elsewhere. Buy, €50 TP. by New Street Research
- Soitec 1FH26: No signs of a material recovery. Lower utilization to weigh on margins. by New Street Research
- AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up. by New Street Research
- Nvidia 3FQ26: beat & raise reassures; material further upside ahead. Buy, $307 TP by New Street Research
- AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekly wrap-up. by New Street Research
- TPU v7 vs. Blackwell & Rubin: what we know so far about efficiency. by New Street Research
- Bible 3Q25 - Smartphones: Still no recovery in sight. 2026 guided to another flat year by New Street Research
- Bible 3Q25 – Memory: Thesis played out. Secular growth to meet multiple compression next. by New Street Research
- Oracle 2FQ26: our quick take. by New Street Research
- Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 17%, positive initial cue on 2027 by New Street Research
- Robotaxi Part II: The dawn of Tesla? by New Street Research
- Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep accelerating by New Street Research
- Tesla’s robotaxi secret weapon: customer vehicles by New Street Research
- Tesla 4Q25 preview: Pull-forwards of 3Q to weigh on deliveries this quarter by New Street Research
- Mobileye’s US Win: This validates further Tesla’s Strategy (A Decade Late, though) by New Street Research
- CES 2026: Nvidia the latest to validate Tesla's ADAS dominance by New Street Research
- TSMC: 4Q revenues beat. Top Pick for 2026. by New Street Research
- Besi: Cyclical recovery is on; Hybrid Bonding adoption is accelerating by New Street Research
- TEL 2FQ26 QT: HBM drives beat. More positive tone on 2026. by New Street Research
- Apple: iPhone cycle emerging strong; but valuation is full. Neutral, $270 TP by New Street Research
- Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-up by New Street Research
- AMD 3Q25 – Broad DC GPU momentum ahead of MI450 without an air pocket. Buy, $300 TP. by New Street Research
- AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Industrial. Tech Weekly Wrap-up by New Street Research
- AMD Analyst Day 2025: our 5 key take-aways. by New Street Research
- AMAT 4FQ25: 2026 outlook uncertain; we maintain a cautious view. Neutral, $220 TP. by New Street Research
- Nvidia 3FQ26 preview: strong setup into the print and entering 2026 by New Street Research
- Nokia CMD - Our top takeaways by New Street Research
- Palo Alto Networks 1FQ26: FY30 guide upped 33% to $20bn to reflect momentum and acquisitions. by New Street Research
- AI bubble? When you look at inventories, at least do it right… by New Street Research
- Google planning to offer TPUs on premise? Our quick take. by New Street Research
- Bible 3Q25 – Ride-sharing & Delivery: Growth accelerating; margin expansion slowing by New Street Research
- OpenAI Losing the Lead to Google? Implications for Microsoft by New Street Research
- Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play. by New Street Research
- Microsoft 1FQ26: Azure beats, capex accelerates, re-platforming tangible. Buy, $670 TP. by New Street Research
- Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing by New Street Research
- Micron 1FQ26: Our thesis has played out fully. Wait for a cyclical entry to keep playing the secular trend by New Street Research
- Gen AI Big Idea Series – The Broadcom Platform – Hock Tan, CEO by New Street Research
- Bible 3Q25 – Foundries: Strong set-up for TSMC into 2026. Downside risk for others. by New Street Research
- Bible 3Q25 – Industrials: cyclical recovery well underway by New Street Research
- Infineon in 2026: another very strong year ahead by New Street Research
- Tesla in 2026: The dawn of Robotaxis. Top Pick. by New Street Research
- TSMC: What to expect from 2026 guidance? by New Street Research
- Nvidia scoops Groq - Our thoughts. by New Street Research