reports
Resolutions approved at the Extraordinary General Meeting of Sharehold...
Resolutions approved at the Extraordinary General Meeting of Shareholders Resolutions approved at the Extraordinary General Meeting of Shareholders Amsterdam, December 18, 2025 - STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced the results related to the voting items of the Extraordinary General Meeting of Shareholders (EGM) which was held today in Amsterdam. The proposed resolutions were both approved by the Shareholders: the appointment of Armando Varricchio, as member of the Supervisory Board, f...
Approbation des résolutions à l’Assemblée Générale Extraordinaire des ...
Approbation des résolutions à l’Assemblée Générale Extraordinaire des Actionnaires Approbation des résolutions à l’Assemblée Générale Extraordinaire des Actionnaires Amsterdam, le 18 décembre 2025 - STMicroelectronics (NYSE: STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce les résultats relatifs aux résolutions soumises au vote lors de son Assemblée Générale Extraordinaire (AGE) des Actionnaires qui s’est tenue aujourd’hui à Amsterdam (Pays-Bas). Les résolutions proposées ont été approuvées par les actionnaires :...
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundri...
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries Collaboration expands onsemi’s power portfolio to include high-performance 650V lateral GaN solutions for AI data centers, automotive, aerospace, and other critical markets Summary: onsemi expands its leadership in intelligent power through a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V. onsemi products will combine GF’s 200mm eMode GaN-on-silicon process with onsemi’s industry-leading silicon drivers, contro...
- Pierre FerraguÊ
Robotaxi Part II: The dawn of Tesla?
After our deep dive investigation on the expansion of Waymo, which we published in October (see Part I), we follow up with a deep dive on how we see Tesla stepping into the opportunity. We also reveal in this work the very first version of our Robotaxi model, running to 2030. The least I can say is that 2026 will be an interesting year on the Robotaxi front. This work is timely with Tesla about to remove safety operators in Austin and Waymo raising capital. For details, please follow the li...
- Pierre FerraguÊ
Bible 3Q25 – Industrials: cyclical recovery well underway
Today, we are publishing the final section of our 29th Tech Infrastructure Quarterly Bible on industrials. 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. Industrial semiconductor momentum is accelerating, with revenue growth up to 18% YoY. Industry commentary points to further growth in 4Q and into 2026, reinforcing our expectation of continued...
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Wedbush Research
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Takeaways from AV Regulatory Expert Call
Motor vehicles, including AVs, face different regulations at the federal, state, and local levels. At the federal level, the NHTSA issues the Federal Motor Vehicle Safety Standards (FMVSS), regulating the design, construction, and performance of vehicles. At the state level, regulators govern traff
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
VRDN VIRIDIAN THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
TTD THE TRADE DESK
GFS INC.
CART GLOBALFOUNDRIES INC
DBD MAPLEBEAR INC.
DIEBOLD NIXDORF INCORPORATED
STMicroelectronics et SpaceX célèbrent une décennie de partenariat cl...
STMicroelectronics et SpaceX célèbrent une décennie de partenariat clé pour la connectivité mondiale de Starlink STMicroelectronics et SpaceX célèbrent une décennie de partenariatclé pour la connectivité mondiale de Starlink Une décennie d'innovation avec des puces sur mesure a donné naissance à une nouvelle industrie offrant une connectivité haut débit aux foyers et entreprises grâce à des satellites évoluant en orbite terrestre basse.Les produits Starlink sont conçus conjointement avec des ingénieurs ST basés en France et en Italie, et fabriqués dans des usines implantées en France, à...
STMicroelectronics and SpaceX celebrate a decade-long partnership key...
STMicroelectronics and SpaceX celebrate a decade-long partnership key to Starlink global connectivity STMicroelectronics and SpaceX celebrate a decade-long partnershipkey to Starlink global connectivity A decade of innovation with custom-made chips has enabled a new industry with broadband connectivity for homes and businesses using low Earth orbit satellites.Starlink products are co-designed with ST engineers located in France and Italy and manufactured in fabs located in France, Malta and Malaysia. ST’s BiCMOS chip technology is leveraged for Starlink high-performing phased-array antenn...
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Takeaways from Advisor Call: Early Days for Autonomous
The different approaches to technical AV development will remain a key area of debate. Tesla and Waymo have adopted vastly different approaches on autonomous vehicle development. Tesla has utilized a lower-cost system relying primarily on cameras and AI-based software. Early in its AV development,
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
INVITE: Autonomous Vehicle Regulatory Expert Call | December 15th | 2P...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
Tesla Inc: 1 director
A director at Tesla Inc sold/gave away 72,062 shares at 0.000USD and the significance rating of the trade was 68/100. 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 the last two years clea...
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