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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
NVDA NVIDIA Corporat...
GOOGL Alphabet Inc. C... ... (+5)

Nvidia: 2025 capex steadily making room for $200bn DC revenues

Expectations for Meta and Microsoft capex are off a good start, through the first earnings season of the year. Follow the link below for our read-across for Nvidia.

NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
6h / 50m 6h / 50m 1 EN
Gary Brode
  • Gary Brode
NVDA NVIDIA CORPORATION
8h / 2m 8h / 2m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
ADI Analog Devices ... ... (+5)

Technology Infrastructure Earnings Wrap-up – Week ending January 31st

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 28 names we followed last week, follow the link below.

IFX INFINEON TECHNOLOGIES AG
ADI ANALOG DEVICES INC.
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
AMD ADVANCED MICRO DEVICES INC.
8h / 14m 8h / 14m 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
10h / 23m 10h / 23m 1 EN
Antoine Legault ... (+2)
  • 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK 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
SMCI-US SUPER MICRO COMPUTER
INC.
11h / 3m 11h / 3m 1 EN
Free Trial
GOOGL Alphabet Inc. C...

Alphabet Inc: 1 director

Two Directors at Alphabet Inc sold 26,057 shares at between 0.000USD and 205.000USD. 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 the las...

GOOGL ALPHABET INC. CLASS A
02/01/25 February 1, 2025 1 EN
Gary Brode
  • Gary Brode
NVDA NVIDIA CORPORATION
01/31/25 January 31, 2025 1 EN
Antoine Legault ... (+2)
  • 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK 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
SMCI-US SUPER MICRO COMPUTER
INC.
01/31/25 January 31, 2025 1 EN
Wedbush Research
  • Wedbush Research
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSCO TRACTOR SUPPLY COMPANY
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
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DT DYNATRACE INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/31/25 January 31, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
01/31/25 January 31, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
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
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/31/25 January 31, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
AAPL APPLE INC.
01/31/25 January 31, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
NVDA NVIDIA CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
01/31/25 January 31, 2025 1 EN
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
GOOGL ALPHABET INC. CLASS A
01/30/25 January 30, 2025 1 EN
Alicia Reese ... (+11)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
01/30/25 January 30, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
MSFT Microsoft Corpo...

Microsoft 2FQ25: core Azure growth disappoints, AI momentum encouragi...

Microsoft reported 2FQ25 last night. Please click the link below for our take on the print.

MSFT MICROSOFT CORPORATION
01/30/25 January 30, 2025 1 EN
Antoine Legault ... (+2)
  • 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK 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
SMCI-US SUPER MICRO COMPUTER
INC.
01/30/25 January 30, 2025 1 EN
Wedbush Research
  • Wedbush Research
PHM PULTEGROUP INC.
WFC WELLS FARGO & COMPANY
WDC WESTERN DIGITAL CORPORATION
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.
MTH MERITAGE HOMES CORPORATION
MNRO MONRO INC
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EAT BRINKER INTERNATIONAL INC.
CCS CENTURY COMMUNITIES INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
TVTX TRAVERE THERAPEUTICS INC
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
PEPG PEPGEN INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/30/25 January 30, 2025 1 EN
Antoine Legault ... (+2)
  • 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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/30/25 January 30, 2025 1 EN
Daniel Ives ... (+6)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
MSFT MICROSOFT CORPORATION
01/30/25 January 30, 2025 1 EN
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