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Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/TenneT, Infineon, Real Estate Outlook 2026

German state takes 25.1% of TenneT Germany / Infineon reports an acquisition, good results, and a revised guidance / Real estate outlook 2026.

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

Pierre FerraguÊ
  • Pierre FerraguÊ

Texas Instruments: Industrial and auto semis recovering. Read-through ...

Texas Instruments reported 4Q25 this morning. Please click below for our take on the print.

 PRESS RELEASE

onsemi to Announce Fourth Quarter and 2025 Annual Financial Results

onsemi to Announce Fourth Quarter and 2025 Annual Financial Results SCOTTSDALE, Ariz., Jan. 23, 2026 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) plans to announce its financial results for the fourth quarter and full year, which ended December 31, 2025, after market closes on Monday, February 9, 2026. The company will host a conference call at 5 p.m. Eastern Time (ET) on February 9, 2026, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be availab...

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