reports
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate ...
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate the Path to Useful Quantum Computers NVIDIA Ising Delivers Breakthrough Performance in Quantum Calibration and Error Correction, Empowering Researchers and Enterprises to Build Scalable, High-Performance Quantum Systems News Summary: The NVIDIA Ising open model family delivers the world’s best AI-based quantum processor calibration capabilities, as well as quantum error-correction decoding that is up to 2.5x faster and 3x more accurate than traditional approaches.Leading quantum enterprises, academic institutions and r...
- Trung Nguyen
Softbank Group - Event Flash - Launches 6-Part USD And EUR Notes Offer...
Softbank Group has launched a benchmark multi-currency senior unsecured bond offering. The proposed transaction comprises RegS fixed-rate USD notes with 3.5-, 5.5- and 10-year tenors, along with EUR tranches with 4-, 6- and 8-year tenors. The proceeds are mainly earmarked for the refinancing of existing foreign-currency senior notes and partial repayment of a 2026 bridge loan facility (for the group's OpenAI investment). We believe the USD 3.5Y, 5.5Y and 10Y notes will price at c. 7.5%, 7.75...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines |SiPh, TSEM, TSMC, AI
It makes limited sense to us that NVDA would purchase an established PC company given the competition (which would invariably result) with its current customers in the PC and server space, not to mention the negative implications for GMs, as well as the questionable value add (with the bulk of PC s
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
COGT REVOLUTION MEDICINES
TVTX COGENT BIOSCIENCES INC
SANA TRAVERE THERAPEUTICS INC
NUVB SANA BIOTECHNOLOGY
STX NUVATION BIO INC (A)
GLUE SEAGATE TECHNOLOGY HLDGS PLC
TASK MONTE ROSA THERAPEUTICS INC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
MLTX COMPASS THERAPEUTICS
TYRA MOONLAKE IMMUNOTHERAPEUTICS
DNTH TYRA BIOSCIENCES INC
SYRE DIANTHUS THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Odido, Italmatch Chemicals, Borr Drilling, Benteler International, Bertrand Franchise, TAP, Lecta, TGS ASA, Air Baltic, Klockner Pentaplast, Selecta, Softbank Group
- Dan Salmon
Alphabet (GOOGL, Buy, $380 target) Amazon (AMZN, Buy/Top Pick, $280 ta...
Last week we: 1. Updated our Anthropic P&L, compute spend estimates and the AI lab’s contributions to AWS and GCP revenues. 2. Lowered our AWS AI revenue after CEO Jassy announced a $15B+ revenue run-rate in the annual letter to shareholders. In this report we make two more adjustments: 1. We have added this morning’s CRWV + Anthropic partnership to our P&L/compute estimates, leading to share adjustments for AWS and GCP. 2. Added an estimate of spend through direct chip sales for both GCP and AW...
- Trung Nguyen
- Gary Brode
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
ANAB ANAPTYSBIO INC.
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
TVTX REVOLUTION MEDICINES
NUVB TRAVERE THERAPEUTICS INC
STX NUVATION BIO INC (A)
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
EWTX COMPASS THERAPEUTICS
NUVL EDGEWISE THERAPEUTICS INC
TLX NUVALENT INC
TELIX PHARMACEUTICALS LIMITED
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
IDYA INC.
ZNTL IDEAYA BIOSCIENCES
PLTR ZENTALIS PHARMACEUTICALS
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
TLX CI&T INC
BTGO TELIX PHARMACEUTICALS LIMITED
BITGO HOLDINGS INC.
- Dan Salmon
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
SNOW INC.
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
BTGO CI&T INC
BITGO HOLDINGS INC.
- Daniel Ives
- Steven Wahrhaftig
Navigating Choppy Waters Amid Difficult Backdrop; Initiate NEUTRAL
Key CatalystsReaccelerating growth across core verticalsExpanding its pipeline of 9-figure contracts; accelerate conversion of large-scale dealsNextGen program providing AI uplift to bottom-line estimatesM&A pipeline set to drive revenue upside; unsure of current pipeline of dealsCognizant is a
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | Memory, INTC, SMCI, Quantum
Our conversations to date suggest (at least in the near-term) that the March news that certain SMCI employees had conspired to ship significant dollars of servers to China is not having a significant impact on operations. At the same time, we still see a probability that customers, suppliers, and/o
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
VRDN INC.
STX VIRIDIAN THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
NUVL GLOBALFOUNDRIES INC
CRBP NUVALENT INC
RBRK CORBUS PHARMACEUTICALS HOLDINGS INC.
RUBRIK INC
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