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Pelham Smithers
  • Pelham Smithers

PSA Technology: Nvidia Unveils NVLink Fusion

With Nvidia unveiling its NVLink Fusion upgrade to the NVLink data transmission system at the Taiwan’s computer show Computex 2025, Pelham Smithers flags key beneficiaries.

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 25-Apr-2025 / 14:59 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 24-Apr-2025 / 15:05 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 23-Apr-2025 / 14:40 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 22-Apr-2025 / 14:02 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 21-Apr-2025 / 16:48 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 17-Apr-2025 / 14:22 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 16-Apr-2025 / 15:00 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s), settlor and beneficiaries mus...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 15-Apr-2025 / 15:15 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 14-Apr-2025 / 15:28 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s), settlor and beneficiaries mus...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 11-Apr-2025 / 14:25 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 10-Apr-2025 / 15:08 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 09-Apr-2025 / 14:35 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 08-Apr-2025 / 14:51 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 07-Apr-2025 / 14:27 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 04-Apr-2025 / 13:59 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the truste...

 PRESS RELEASE

Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated

The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Qualcomm Incorporated 03-Apr-2025 / 14:16 GMT/BST FORM 8.3   PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”)   1. KEY INFORMATION   (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):  The naming of nominee or vehicle companies is insufficient.  For a trust, the trustee(s), settlor and beneficiaries mus...

Pierre FerraguÊ
  • Pierre FerraguÊ

Making sure you saw this - Intel Vision: Where do we stand? What matte...

Making sure you saw our note on Intel prior to the Intel Vision event. Intel Vision will feature the first keynote of Lip-Bu Tan, the incoming CEO. We take the opportunity to review where things stand and options ahead.

Pierre FerraguÊ
  • Pierre FerraguÊ

Intel Vision: Where do we stand? What matters?

A last note from us, before we call it a week. Intel Vision next week will feature the first keynote of Lip-Bu Tan, the incoming CEO. We take the opportunity to review where things stand and options ahead. Please follow the link below - an easy read for your weekend!

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