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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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
8h / 19m 8h / 19m 1 EN
Dan Salmon
  • Dan Salmon
EUR 9105.00
GOOGL Alphabet Inc. C...

Alphabet (GOOGL, Buy, $220 target) Google Cloud Next: Implications of...

The most important announcement so far was the launch of TPUv7 Ironwood. Though not a big surprise, the performance improvements are meaningful (more details below) and we continue to model 450K coming online this year, though there could be upside to this considering they are expected to be generally available later this year.

GOOGL ALPHABET INC. CLASS A
9h / 10m 9h / 10m 1 EN
Wedbush Research
  • Wedbush Research
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.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
9h / 32m 9h / 32m 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
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.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
9h / 40m 9h / 40m 1 EN
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
MSFT MICROSOFT CORPORATION
13h / 39m 13h / 39m 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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
04/09/25 April 9, 2025 1 EN
Wedbush Research
  • Wedbush Research
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
AAPL APPLE INC.
04/09/25 April 9, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
AAPL APPLE INC.
04/09/25 April 9, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
04/09/25 April 9, 2025 1 EN
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...

Infineon to acquire Marvell’s Auto Ethernet Business. Our take.

Yesterday, Infineon announced plans to acquire Marvell’s Auto Ethernet Business. Please see the link below for the key facts and our take.

INFINEON INFINEON TECHNOLOGIES AG
04/08/25 April 8, 2025 1 EN
Dan Salmon
  • Dan Salmon
EUR 9105.00
GOOGL Alphabet Inc. C...

Alphabet (GOOGL, Buy, $220 target) Google Cloud Next Preview: Tariffs...

Google Cloud Next takes place this week from today (pre conference) through Friday. We think the most important issues going into the event are: 1. Black Cloud: Trade war will hang over the show - our take on tariff Cloud impact. 2. Capacity Catalysts? Expect more on next TPU generation & Blackwell availability. 3. Nobody Comments on the Wiz: talk of deal potential likely limited. 4. Gemini’s Twin Benefits: Models drive GCP advantages on performance & cost

GOOGL ALPHABET INC. CLASS A
04/08/25 April 8, 2025 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Thomas Zlowodzki
INFINEON INFINEON TECHNOLOGIES AG
JMT JERONIMO MARTINS SGPS S.A.
COV COVIVIO SA
GFC GECINA SA
FLY SOCIETE FONCIERE LYONNAISE SA
OMV OMV AG
CAP CAPGEMINI SE
ICAD ICADE SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SNP PETROM S.A.
SGSN SGS SA
QGEN QIAGEN N.V.
04/08/25 April 8, 2025 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Thomas Zlowodzki
INFINEON INFINEON TECHNOLOGIES AG
JMT JERONIMO MARTINS SGPS S.A.
COV COVIVIO SA
GFC GECINA SA
FLY SOCIETE FONCIERE LYONNAISE SA
OMV OMV AG
CAP CAPGEMINI SE
ICAD ICADE SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SNP PETROM S.A.
SGSN SGS SA
QGEN QIAGEN N.V.
04/08/25 April 8, 2025 1 FR
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
04/08/25 April 8, 2025 1 EN
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
INFINEON INFINEON TECHNOLOGIES AG
04/08/25 April 8, 2025 1 EN
Wedbush Research
  • Wedbush Research
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
PINS PINTEREST INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
INZY REVOLUTION MEDICINES
TVTX INOZYME PHARMA
VRDN TRAVERE THERAPEUTICS INC
NUVB VIRIDIAN THERAPEUTICS INC
DAWN NUVATION BIO INC (A)
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
JANX GEMINI THERAPEUTICS INC
MLTX JANUX THERAPEUTICS INC
NUVL MOONLAKE IMMUNOTHERAPEUTICS
APGE NUVALENT INC
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
04/08/25 April 8, 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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
04/08/25 April 8, 2025 1 EN
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
NVDA NVIDIA CORPORATION
7974 NINTENDO CO. LTD.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
04/08/25 April 8, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
04/08/25 April 8, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
04/08/25 April 8, 2025 1 FR
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