Daily Views on Tech Headlines

Japanese Telcos - Takeaways from Meetings with the Japanese Telcos + R...

We met with all 3 of the incumbent Japanese Telcos & Rakuten in Tokyo this week. Every time we visit, we are reminded of how much better the telco industry is in Japan vs other DMs, as the MNOs continue to expand their scope of operations beyond traditional telco driving higher returns and growth.

Wedbush Morning Call - Sep 19 2024 7:02AM

Fed Rips Band-Aid Off and Cuts 50; AI Revolution Trade Gets Mojo With ...

The Tech Infrastructure Quarterly Bible 2Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

Wedbush Morning Call - Sep 18 2024 7:10AM

Daily Views on Tech Headlines

Daily Views on Tech Headlines

NVIDIA Corp: 1 director

Two Directors at NVIDIA Corp bought/sold 240,074 shares at between 0.000USD and 118.966USD. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...

OpenAI o1 to accelerate materially growth in AI infrastructure for inf...

OpenAI introduced o1 last week, based on a pre-trained LLM and trained with reinforcement learning at developing chains of thoughts. For our take and implications for technology infrastructure, please follow the link below.

Taiwan Monthly Sales Recap: August 2024: Sales + 22% YoY

Today we are publishing the first edition of our Monthly Taiwan sales recap. This is a part of our new product offering here at New Street Research: "Asia Tech: Navigating The Noise." Taiwan monthly sales in August 2024 were up 22% YoY, driven by names exposed to AI/CoWoS. Names related to PC (ex GPU), Autos, Smartphones, and OSATs remain weak.

Daily Views on Tech Headlines

Uber extending its partnership with Waymo. Further evidence our ADASca...

Uber and Waymo announced today that they are extending their partnership.

Daily Views on Tech Headlines

Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and st...

Today, we are publishing the Ride sharing & Delivery​​​​​​ section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Later this week we will publish the final section, on Enterprise IT. Ride-sharing demand remained strong, with Uber’s bookings accelerating in 2Q24, making it the fastest-growing ride...

Sovereign AI: Show me the money!

Sovereign AI is widely seen as a potential hidden upside to AI infrastructure in the next few years. In our research today, we gather all the information we could find on the topic and provide a view of how governments, weary of developing AI infrastructure on their territories, contribute to growth.

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/12/2024

We have upgraded our target price from € 43.4 to € 45.3 which factors in the growth strategy out to 2027 (EBITDA +5% to 6% p.a.) whereas the share price implies decrease of 0.65% p.a. The strategic GreenUp plan is based on three booster businesses that should see a gradual acceleration and will involve asset rotation. An accretive re-profiling in terms of EPS, and with no repercussions for the leverage limit, could also show through with minority buyouts for the regulated water operat...

Infineon Technologies AG : Infineon makes rapid advances in 300 mm to ...

>GaN 300 mm, a major step forward in a still fledgling market - Yesterday, Infineon announced that it was the first to have developed technology to facilitate the volume production of gallium nitride (GaN) wafers in 300 mm. GaN is a power semiconductor like conventional silicon (Si) and silicon carbide (SiC), which makes it possible to address applications at lower voltages than SiC, but with better performance than conventional silicon. It is destined for end market...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/09/2024

Nous relevons notre objectif de cours de 43.4 € à 45.3 € qui intègre la stratégie de croissance à 2027 (EBITDA +5% à 6%/an) alors que le cours de Bourse sous-tend une baisse de 0.65%/an. Le plan stratégique GreenUp repose sur trois métiers Boosters qui doivent connaitre une accélération graduelle et impliquer des rotations d’actifs. Un reprofilage relutif en termes de BPA, et sans conséquence sur la limite de levier, pourrait aussi intervenir par le biais de rachats de minoritaires de...

Wedbush Morning Call - Sep 12 2024 7:11AM