Back to the main directory
refin_tech_infrastructure / Equity
- Apple 4FQ23: Soft landing? iPhone, iPad, Wearables weakening, Mac remains low. Neutral, $175 TP. by New Street Research
- Diversified semis – the pullback in Autos is on. Time to buy the stocks? by New Street Research
- Uber 3Q23: Growth, margin expansion, share gains – Franchise strengthening on all dimensions by New Street Research
- CPUs in 3Q23: AMD share up in server & notebook. We expect a stabilization in PCs in 4Q, in servers next year. by New Street Research
- Arm 2FQ24: cautious outlook leaves room for upside. Buy, $70 by New Street Research
- Is a return to >20% annual cloud growth possible? Our answer, in a single slide. by New Street Research
- Arista CMD 2023: our 5 take-aways and preferred slides. by New Street Research
- Infineon 4FQ23 QT: Soft landing in autos, short cycle in the rest of the business? by New Street Research
- Cisco 1FQ24: Weak orders make for a risky near-term outlook. Downgrade to Neutral, $48 Target price. by New Street Research
- AMAT 4FQ23: Trailing-edge spending to pullback next year, in line with our expectations. by New Street Research
- Nvidia 3FQ24: 2025 outlook improving. Buy, $700 TP. by New Street Research
- Bible 3Q23 – Hyperscale & Cloud :Cautiously optimistic about GPU growth in 2025 and CPU recovery in 2024 by New Street Research
- Cybertruck is out for delivery – our thoughts. by New Street Research
- Bible 3Q23 – Industrials: Inventory correction now in full swing by New Street Research
- Bible 3Q23 – PCs: inventory correction behind us, but end-demand remains weak & could weaken further. by New Street Research
- Broadcom 4FQ23: AI and VMWare steps up medium term growth profile. Buy, $1,100 TP. by New Street Research
- Ericsson & Nokia: Accounting for the share shift at AT&T by New Street Research
- Google’s Gemini: What we (don’t) know. by New Street Research
- The Tech Infrastructure Quarterly Bible 3Q23 by New Street Research
- Micron 1FQ24: Thesis playing out – demand to progressively exceed supply next year by New Street Research
- Soitec 1H24 Model Update by New Street Research
- Mobileye: Panic, or don’t panic? That is the question by New Street Research
- Semi Cycle 4Q23 Update: Strong upcycles for HPC and Memory; Semicap set to disappoint by New Street Research
- Arista pre-4Q23 Model Update by New Street Research
- The latest in semicap equipment: Take-aways, replay & preferred slides from our recent webinar by New Street Research
- Auto & Industrial semi correction, Smartphone semi rebound, IT spending deteriorating?, AMD surf the GPU shortage, and more. Tech Weekly Wrap-up by New Street Research
- OpenAI DevDay: implications for tech infrastructure. by New Street Research
- Uber 3Q23: Growth, margin expansion, share gains – Franchise strengthening on all dimensions. Buy, $59 TP by New Street Research
- SoftBank 2FQ23: Strong setup for a buyback, but management intentions are unclear. by New Street Research
- Grab 3Q23: EBITDA breakeven milestone hit by New Street Research
- Bible 3Q23: Smartphones: demand stabilizing; iPhone remains strong; semis have passed the bottom. by New Street Research
- Short cycle for auto semis? Strong unit economics in ride sharing & delivery, TEL increased its WFE outlook, and more. Tech Weekly Wrap-up by New Street Research
- Infineon 4FQ23: Soft landing in autos, short cycle in the rest of the business? Buy, €50. by New Street Research
- Microsoft unveiled two in-house chips. Our take. by New Street Research
- OpenAI drama: Our read, and implications by New Street Research
- Bible 3Q23 – Autos: The cyclical pullback we were expecting in semis is taking shape by New Street Research
- Bible 3Q23 - Service Provider Infrastructure: Industry-wide inventory correction deepens by New Street Research
- PC demand weakening? Aggravating downturn in Telco semis. Memory recovery. Advanced packaging accelerating. Tech Weekly Wrap-up by New Street Research
- We caught up this morning with AWS re:Invent. Implications for tech infrastructure. by New Street Research
- IBM & Meta launch an AI alliance. Our Quick take. by New Street Research
- Nokia 3Q23: Sharp slowdown, resilient gross margins – usual cycle playbook in telecom equipment. Neutral, €3.6 by New Street Research
- Bible 3Q23 – Semicap: Uncertain 2024 outlook as trailing edge pullback materializes. by New Street Research
- AMD Advancing AI & Intel AI Everywhere. Our recap of both events. by New Street Research
- Early signs of a pullback in Chinese Semicap equipment spending? by New Street Research
- ASML: export licenses to China revoked. Our quick take. by New Street Research
- Tesla 4Q23 Deliveries: 1.8m delivery target achieved; margins to remain under pressure in 4Q by New Street Research
- ARM progress in PC – could the Nvidia footprint be the next material gain? by New Street Research
- Intel pre-4Q23 Model Update by New Street Research
- Wolfspeed: Could Siler City & crystal growth delay the Mohawk ramp? Implications by New Street Research
- Nokia pre QDec-23 model update by New Street Research