reports
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
Greenwich LifeSciences Provides Update on FLAMINGO-01 Cash Burn Rate a...
Greenwich LifeSciences Provides Update on FLAMINGO-01 Cash Burn Rate and Financing Strategy STAFFORD, Texas, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating Fast Track designated GLSI-100, an immunotherapy to prevent breast cancer recurrences, today provided additional updates on its cash burn rate and financing strategy. The Company's ATM financing vehicle allows the Company to sell its common stock directly into the trading ...
- Jonathan Moreland
SCL STEPAN COMPANY
RLI RLI CORP.
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
IPAR INTER PARFUMS INC.
GME GAMESTOP CORP. CLASS A
DAKT DAKTRONICS INC.
CMC COMMERCIAL METALS COMPANY
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
WHF WHITEFIELD
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
GRX FIRST GUARANTY BANCSHARES
CABA THE GABELLI HEALTHCARE & WELLNESSRX TRUST
JYNT CABALETTA BIO
ALLY THE JOINT
ALT GMAC LLC
APG ALTIMMUNE INC
ZNTL API GROUP CORP
AVO ZENTALIS PHARMACEUTICALS
IVFH MISSION PRODUCE
TMC INNOVATIVE FOOD HLDG
IMRX TMC THE METALS CO INC
LUCY IMMUNEERING CORP
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
VANI GREENWICH LIFESCIENCES INC
ACRV VIVANI MEDICAL INC
SUNS ACRIVON THERAPEUTICS INC
GF SUNRISE REALTY TRUST
MSTR THE NEW GERMANY FUND
MPTI INC.
MIGI MICROSTRATEGY INCORPORATED
SQNS M-TRON INDUSTRIES
INC.
MAWSON INFRASTRUCTURE GROUP INC
SEQUANS COMMUNICATIONS
Greenwich LifeSciences Announces FDA Approves Use of Commercially Manu...
Greenwich LifeSciences Announces FDA Approves Use of Commercially Manufactured GP2 in FLAMINGO-01 STAFFORD, Texas, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating GLSI-100, an immunotherapy to prevent breast cancer recurrences, today provided the following update on the use of commercially manufactured GP2 in FLAMINGO-01. FDA Reviews and Approves Use of 1st GP2 Commercial Lot in FLAMINGO-01 The first three commercial lots of ...
- Jonathan Moreland
SCL STEPAN COMPANY
MOD MODINE MANUFACTURING COMPANY
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
DAKT DAKTRONICS INC.
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
WHF WHITEFIELD
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
GRX FIRST GUARANTY BANCSHARES
JYNT THE GABELLI HEALTHCARE & WELLNESSRX TRUST
ALT THE JOINT
APG ALTIMMUNE INC
ZNTL API GROUP CORP
IVFH ZENTALIS PHARMACEUTICALS
TMC INNOVATIVE FOOD HLDG
IMRX TMC THE METALS CO INC
WRB IMMUNEERING CORP
LUCY W.R. BERKLEY CORPORATION
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
MAIA GREENWICH LIFESCIENCES INC
ACRV MAIA BIOTECHNOLOGY INC
SUNS ACRIVON THERAPEUTICS INC
GF SUNRISE REALTY TRUST
MSTR THE NEW GERMANY FUND
MPTI INC.
SQNS MICROSTRATEGY INCORPORATED
MIGI M-TRON INDUSTRIES
INC.
SEQUANS COMMUNICATIONS
MAWSON INFRASTRUCTURE GROUP INC
- Jonathan Moreland
- Jonathan Moreland
Biodesix Announces Preliminary Fourth Quarter and Full-Year 2025 Resul...
Biodesix Announces Preliminary Fourth Quarter and Full-Year 2025 Results (Unaudited) Estimated Q4 2025 Revenue of $28.8 million, an increase of 41%; Grew full-year revenue to an estimated $88.5 million, an increase of 24%; Affirms guidance of Adjusted EBITDA positivity in Q4 2025. LOUISVILLE, Colo., Jan. 12, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: BDSX) (the company), a leading diagnostic solutions company, today announced its preliminary financial results for the fourth quarter and year ended December 31, 2025 (fiscal 2025). The financial results included in this release pertaining t...
- Jonathan Moreland
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
MOD MODINE MANUFACTURING COMPANY
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
DAKT DAKTRONICS INC.
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
AZO AUTOZONE INC.
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
KOD FIRST GUARANTY BANCSHARES
GRX KODIAK SCIENCES
PHR THE GABELLI HEALTHCARE & WELLNESSRX TRUST
JYNT PHREESIA
ALT THE JOINT
COO ALTIMMUNE INC
APG THE COOPER COMPANIES INC.
ZNTL API GROUP CORP
IMNM ZENTALIS PHARMACEUTICALS
IVFH IMMUNOME
TMC INNOVATIVE FOOD HLDG
WRB TMC THE METALS CO INC
LUCY W.R. BERKLEY CORPORATION
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
MAIA GREENWICH LIFESCIENCES INC
GTE MAIA BIOTECHNOLOGY INC
SUNS GRAN TIERRA ENERGY INC.
GF SUNRISE REALTY TRUST
MPTI THE NEW GERMANY FUND
INC.
M-TRON INDUSTRIES
INC.
- Jonathan Moreland
Greenwich LifeSciences Extends Lock-up of Directors and Officers to Se...
Greenwich LifeSciences Extends Lock-up of Directors and Officers to September 30, 2026 STAFFORD, Texas, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating Fast Track designated GLSI-100, an immunotherapy to prevent breast cancer recurrences, today announced that its Board of Directors has extended the lock-up of the shares owned by the Company's directors, officers, and existing pre-IPO investors to September 30, 2026 which is app...
Greenwich LifeSciences Provides Additional Updates on FLAMINGO-01 and ...
Greenwich LifeSciences Provides Additional Updates on FLAMINGO-01 and Corporate Strategy STAFFORD, Texas, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating Fast Track designated GLSI-100, an immunotherapy to prevent breast cancer recurrences, today provided additional updates on FLAMINGO-01 and the Company’s corporate strategy. Corporate Strategy The Company recently attended a Noble Capital conference on December 3, 2025, wher...
Greenwich LifeSciences Announces Preliminary Analysis Showing 80% Recu...
Greenwich LifeSciences Announces Preliminary Analysis Showing 80% Recurrence Rate Reduction in the Open Label Arm of FLAMINGO-01 STAFFORD, Texas, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating GLSI-100, an immunotherapy to prevent breast cancer recurrences, today announced an approximately 80% recurrence rate reduction in the open label non-HLA-A*02 arm of FLAMINGO-01. A preliminary analysis of recurrence rates by two methods...
Greenwich LifeSciences Announces Completion of Enrollment in the Open ...
Greenwich LifeSciences Announces Completion of Enrollment in the Open Label Arm of FLAMINGO-01 STAFFORD, Texas, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating GLSI-100, an immunotherapy to prevent breast cancer recurrences, today announced the completion of enrollment in the open label non-HLA-A*02 arm of FLAMINGO-01. In the double-blinded arms of the Phase III trial, approximately 500 HLA-A*02 patients are currently planned...
Biodesix to Present New Data at Two Major Upcoming Scientific Meetings
Biodesix to Present New Data at Two Major Upcoming Scientific Meetings Clinical utility data for Nodify Lung® tests to be presented at North American Conference on Lung Cancer (NACLC) highlighting potential for earlier diagnosis of lung cancer Development data for a new ultra-sensitive ESR1 assay for breast cancer treatment resistance monitoring to be presented at San Antonio Breast Cancer Symposium (SABCS) LOUISVILLE, Ky., Dec. 03, 2025 (GLOBE NEWSWIRE) -- Biodesix, Inc. (Nasdaq: BDSX), a leading diagnostics solutions company, announces several poster presentations on lung cancer diagn...
Greenwich LifeSciences Provides Global Update on FLAMINGO-01, Screenin...
Greenwich LifeSciences Provides Global Update on FLAMINGO-01, Screening Over 1,000 Patients to Date STAFFORD, Texas, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Greenwich LifeSciences, Inc. (Nasdaq: GLSI) (the "Company"), a clinical-stage biopharmaceutical company focused on its Phase III clinical trial, FLAMINGO-01, which is evaluating GLSI-100, an immunotherapy to prevent breast cancer recurrences, today provided the following global update on FLAMINGO-01. Flamingo-01 Progress to Date The Company has achieved a major milestone by screening over 1,000 patients in Flamingo-01, continuing its scr...
Biodesix Announces Third Quarter 2025 Results and Highlights
Biodesix Announces Third Quarter 2025 Results and Highlights Q3 2025 Revenue of $21.8 million, an increase of 20% over Q3 2024; Q3 2025 gross profit margin of 81%, a 400-basis point improvement from Q3 2024; Raised FY2025 Total Revenue Guidance to $84-86 million; Conference Call and Webcast Today at 4:30 p.m. ET LOUISVILLE, Colo., Nov. 03, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: BDSX), a leading diagnostic solutions company, today announced its financial and operating results for the third quarter ended September 30, 2025. “We delivered a strong third quarter with revenue growing 20% to $...
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
Biodesix to Share its R&D Roadmap during its Corporate Day Presentatio...
Biodesix to Share its R&D Roadmap during its Corporate Day Presentation at AMP Annual Meeting Speaker panel will include collaborative case study presentations from strategic partners: Memorial Sloan Kettering Cancer Center, Bio-Rad Laboratories, and Thermo Fisher Scientific LOUISVILLE, Colo., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Biodesix, Inc. (Nasdaq: BDSX), a leading diagnostics solutions company, announces its Corporate and Scientific presentations, and exhibitor presence at the 2025 AMP Annual Meeting, November 12-15, in Boston, MA. BIODESIX WORKSHOP: On November 12, at 4:00 ET, Dr. ...
Biodesix Announces Expanded Bio-Rad Laboratories Partnership Agreement...
Biodesix Announces Expanded Bio-Rad Laboratories Partnership Agreement to Develop Droplet Digital™ PCR High Complexity Assays Biodesix will perform the clinical validation of ddPLEX ESR1 Mutation Detection Assay for advanced breast cancer testing LOUISVILLE, Colo., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Biodesix, Inc. (NYSE: BDSX), a leading diagnostics solutions company, today announced the signing of an expanded partnership agreement under which Biodesix will conduct the development, clinical validation, and regulatory submissions of in vitro diagnostic (IVD) assays to enable highly sensi...
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