Moody's Ratings upgrades Meta's senior unsecured rating to Aa3; outlook stable

Moody's Ratings (Moody's) upgraded Meta Platforms, Inc.'s (Meta) senior unsecured notes rating to Aa3, from A1. Moody's Ratings also upgraded the senior unsecured shelf rating to (P)Aa3, from (P)A1 and the long-term issuer rating to Aa3, from A1. The outlook is stable. The ratings upgrade reflects...

TikTok Legislation Gaining Momentum

Marvell AI event, Meta MTIA v2. Implications for the AI accelerator landscape.

SentinelOne: Full Report

• SentinelOne is technically better than Crowdstrike according to the performance results of the MITRE ATT&CK Evaluation. • SentinelOne leverages greater automation and has an out-the-box solution that is proving to deliver a more scalable business model than Crowdstrike’s – evident in the former’s 127% YoY in 2Q22. • SentinelOne has a significant last-mover advantage and is using it to target Crowdstrike’s weak spots.

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...