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- AI expectations increasing, PC and Non-AI cloud spending recovering, Apple-OpenAI deal and more. The Tech Weekly Wrap-up by New Street Research
- Jensen, Hock, Lisa, Chuck, Jayshree, may we venture to make you all agree, please? by New Street Research
- Will Apple Intelligence ever be street-smart? by New Street Research
- Bible 1Q24 – Autos: Semi cycle hits. Time to buy the stocks. by New Street Research
- Tesla 2Q24 Delivery Preview: Demand stabilizing, but no sign of material improvement by New Street Research
- The AI PC, Part I: Arm in PCs – different this time? by New Street Research
- Didi’s resurgence in Latin America. What next? by New Street Research
- AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others. by New Street Research
- Ericsson 2Q24: At the trough of the cycle by New Street Research
- Soitec pre 1FQ25 Model Update by New Street Research
- Broadcom model update. Buy, $196. by New Street Research
- SoftBank Group: Thoughts on further upside and a buyback, despite ARM’s rally. Buy, ¥12,500 by New Street Research
- Semicap Equipment: New export restrictions looming? by New Street Research
- TSMC 2Q24: raising FY24 guidance; remains one of the most attractive AI names. by New Street Research
- Nokia 2Q24: Improving trends, but full year guide reduced, as we feared. Neutral €3.8. by New Street Research
- Soitec 1FQ25: Inventory correction progressing as expected by New Street Research
- Auto demand is slowing. Implications for semis? by New Street Research
- AMD 2Q24 - Thesis is playing out: MI300 adopted in high volumes and supply constrained; CPUs recovering by New Street Research
- Hyperscalers beat on capex, but this is a lagging indicator by New Street Research
- Mobileye 2Q24: Turbulences in China don’t affect our thesis. Buy, Target Price $36 by New Street Research
- Infineon 3FQ24: Autos and Industrials have bottomed. One of our top picks by New Street Research
- Uber 2Q24 QT: Mobility accelerating. Profitability improves further by New Street Research
- SoftBank: $3.4bn buyback can be a catalyst for a steep discount reduction by New Street Research
- Tokyo Electron 1FQ25: Strength in Logic; DRAM driving guide-up; expectations for 2025 are full. by New Street Research
- Nvidia upgrade, SiC to reaccelerate, and more. The Tech Weekly Wrap-up by New Street Research
- Bible 1Q24 – Industrials: Past the bottom, but the pace of recovery may be slow by New Street Research
- INITIATING COVERAGE: MICROSOFT - From one revolution to the next. Buy, target price $570. by New Street Research
- Bible 1Q24 - Service Provider Infrastructure: Approaching the bottom of the cycle? by New Street Research
- Bible 1Q24: Enterprise IT –Stabilization in legacy, public cloud accelerates further, Gen AI around the corner? by New Street Research
- Microsoft: what’s the real value of AI? Part I: Extending the revenue growth opportunity by New Street Research
- Nokia acquiring Infinera. Our take by New Street Research
- Tesla 2Q24 Deliveries: Good sequential recovery; storage taking off. by New Street Research
- TSMC: 2Q Revenue beat. High conviction buy by New Street Research
- Nvidia: can clients really make $5-7 of revenues in 4 years out of $1 spent on GPUs? by New Street Research
- Ericsson 2Q24: At the trough of the cycle. Neutral, SEK75. by New Street Research
- Arm: Up another 75% - our take. by New Street Research
- ASML 2Q24: 2025 shaping up to be a good year, but largely in expectations. by New Street Research
- ASML 2Q24: 2025 shaping up to be a good year, but largely in expectations. Neutral, €935. by New Street Research
- Nokia 2Q24: Improving trends, but full year guide reduced, as we feared by New Street Research
- AI outlook strengthening further? Trailing edge recovering slowly, new export restrictions, and more. The Tech Weekly Wrap-up by New Street Research
- Tesla 2Q24: Margins will take time to recover. Lack of near-term catalysts. Downgrade to Neutral, $225 by New Street Research
- Arista 2Q24: 2024 outlook raised again, with growth across end-markets & use cases. Buy, $395 TP. by New Street Research
- LAM 4FQ24: Memory still soft; China trending down; full expectations. Neutral, $960. by New Street Research
- The supply chain wants AMD to win in datacenter GPU by New Street Research
- Intel 2Q24: We lose confidence in the turnaround. Downgrading to Neutral, $27 TP. by New Street Research
- AMD share gains, Intel downgrade, Cloud capex, Autos and Industrials, and more. The Tech Weekly Wrap-up by New Street Research
- Nvidia: Delay in Blackwell is only a tactical setback. Upgrading to Buy, $120 TP. by New Street Research
- SoftBank 1FQ24: new buyback and AI investments picking up; attractive entry point. by New Street Research
- Tokyo Electron 1FQ25: Strength in Logic; DRAM driving guide-up; expectations for 2025 are full. Neutral, ¥29,500. by New Street Research
- Bible 2Q24: Smartphones - Could consumer demand weaken while hopes for an AI refresh cycle rise? by New Street Research