reports
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
Oracle Corporation: Key facts and statistics - LTM November 2024
A summary company profile, detailing Oracle Corporation’s business operations and financial highlights.
- Pierre FerraguÊ
DeepSeek and you thought they don’t need to scale compute? Look again
Last week, DeepSeek’s highly efficient models called into question the need for further compute infrastructure investments. However, our latest analysis demonstrates that growing compute by orders of magnitude is next on the start-up’s agenda, if they want to stay in the game. Click on the link below for more details – on a single slide
Moody's Ratings assigns Baa2 ratings to Oracle's proposed notes
Moody's Ratings (Moody's) assigned Baa2 ratings to Oracle Corporation's (Oracle) proposed senior unsecured note offering. The company's existing ratings including the Baa2 senior unsecured and Prime-2 Commercial Paper ratings and stable outlook remain unchanged. Oracle has indicated that it will us...
- Pierre FerraguÊ
DeepSeek: Is this the name of a wind in Chinese?
AI stocks are going through a storm. This isn’t the powerful Mistral blowing down from the Alps this time, but a mysterious DeepSeek wind blowing from far-away China. For our analysis of the situation, urgently read the below.
- Pierre FerraguÊ
Stargate: The cornelian dilemma of frontier AI economics in a single s...
Our analysis of Stargate ambitions and the economics OpenAI aims for over time reveal a stark dilemma, which explains a lot the move, and puts into question the ability of the joint venture to sustainably deploy that much datacenter capacity and, more broadly, the ability of the industry to absorb the datacenter capacity deployed for the training of frontier models.
- Pierre FerraguÊ
Stargate: Big thinking on the future of AI Infrastructure.
The Stargate announcement – The $500bn datacenter, was the opportunity for us to bring together a number of analyses we have carried out in recent weeks, to understand how the economics of AI Infrastructure will shape up over time. We bring together, in the piece we publish today, an initial perspective, which might be groundbreaking. This work will help us understand how the AI landscape will shape up in the next 2-3 years, expect more from us on that topic in coming weeks and months.
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
Oracle Corporation - November 2024 (LTM): Peer Snapshot
Compares key performance metrics against industry peers.
- Pierre FerraguÊ
Oracle 2FQ25: slight revenue miss doesn’t dent confidence in AI infras...
Oracle reported 2FQ25 last night.
- Pelham Smithers
PSA Technology: Semiconductor Industry 2025 Outlook
Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
Oracle Corporation - August 2024 (LTM): Peer Snapshot
Compares key performance metrics against industry peers.
Moody's Ratings assigns a Baa2 rating to Oracle's proposed senior unse...
Moody's Ratings (Moody's) assigned Baa2 rating to Oracle Corporation's ("Oracle") proposed senior unsecured notes offering. Oracle's existing Baa2 senior unsecured and Prime-2 Commercial Paper ratings and stable outlook are unchanged. We expect the company to primarily use net proceeds from the debt...
- Pierre FerraguÊ
Oracle 1FQ25: Increased confidence in near- and long-term AI infrastru...
Oracle reported 1FQ25 last night.
Oracle Corporation has released the following notice
Oracle Corporation has released the following notice AUSTIN, Texas, Aug. 22, 2024 (GLOBE NEWSWIRE) -- UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN JOSE DIVISION In re ORACLE CORPORATION STOCKHOLDER DERIVATIVELITIGATION This Document Relates to:ALL ACTIONS Lead Case No. 5:19-cv-00764-BLFSUMMARY NOTICE OF PENDENCY AND SETTLEMENT OF DERIVATIVE ACTIONRelated Derivative Case:5:19-cv-02448-BLF Judge: Hon. Beth Labson Freeman Date First Action Filed: Feb. 12, 2019 TO: ALL PERSONS AND ENTITIES THAT HELD ORACLE CORPORATION (“ORACLE”) COMMON STOCK AS OF MARCH 22, 2024 AND WHO...
Oracle Corporation: Updated credit analysis
Large scale, robust profitability and strong growth prospects. But leverage is high and the large increase in capex will curtail free cash flows.
Moody's Ratings affirms Oracle's Baa2 rating; outlook stable
Moody's Ratings (Moody's) affirmed Oracle Corporation's ("Oracle") Baa2 senior unsecured and Prime-2 Commercial Paper ratings. The outlook for the ratings remains stable. The ratings action reflects Moody's expectations for continued strengthening of Oracle's credit profile driven by strong EBITDA g...
Oracle Corporation - May 2024 (LTM): Peer Snapshot
Compares key performance metrics against industry peers.
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