View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Pierre FerraguÊ
  • Pierre FerraguÊ

Google 4Q24: And you thought Datacenter growth was at risk…

Google reported 4Q24 yesterday. Please click the link below for our updated perspective on cloud spending, capex and technology infrastructure.

Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $220 target) Capex guide overshadows Search & Ma...

What’s New: In this first take following tonight’s results, we touch on: 1. Capex guide/GCP capacity constraints = stronger potential for Cloud revenue accel 2. Search & Other strong as AI Overviews drawing more younger users 3. Margins beat but D&A is coming home to roost in 2025 4. YouTube and Cloud run-rate at $110B, with YouTube TV price increase helping

 PRESS RELEASE

NVIDIA Responds to TRC Capital’s ‘Mini-Tender’ Offer

NVIDIA Responds to TRC Capital’s ‘Mini-Tender’ Offer SANTA CLARA, Calif., Feb. 04, 2025 (GLOBE NEWSWIRE) -- NVIDIA has received notice of an unsolicited “mini-tender” offer by TRC Capital Investment Corporation (TRC) dated January 21, 2025, to purchase up to 1,000,000 shares of NVIDIA’s common stock at a price of $131.50 per share in cash. The offer represents less than 0.01% of NVIDIA’s outstanding common stock. The closing of TRC’s offer is conditioned on, among other things, the trading price per share of NVIDIA’s common stock not decreasing more than 5% from the closing price per s...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Pierre FerraguÊ
  • Pierre FerraguÊ

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.

Pierre FerraguÊ
  • Pierre FerraguÊ

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.

Daniel Ives ... (+5)
  • Daniel Ives
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

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...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch