reports
Eaton Acquires Exertherm
DUBLIN--(BUSINESS WIRE)-- Intelligent power management company Eaton (NYSE:ETN) today announced it has completed the acquisition of Exertherm, a privately owned, U.K.-based provider of thermal monitoring solutions for electrical equipment. “Exertherm is a company known for innovative technology and trusted solutions for data centers and other applications,” said Mike Yelton, president, Americas Region, Electrical Sector. “We look forward to the opportunity to integrate thermal monitoring solutions more broadly into our Brightlayer software suites. This will enable our customers to optimize t...
AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service ...
AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads and New Azure ND MI300X V5 VMs — The new Azure ND MI300X V5 instances are now generally available, with Hugging Face as the first customer — — Microsoft is using VMs powered by AMD Instinct MI300X and ROCm software to achieve leading price/performance for GPT workloads — SANTA CLARA, Calif., May 21, 2024 (GLOBE NEWSWIRE) -- Today at Microsoft Build, (NASDAQ: AMD) showcased its latest end-to-end compute and software capabilities for Microsoft customers and developers. By using AMD solutions such as AMD Insti...
AMD Expands EPYC CPU Portfolio to Bring New Levels of Performance and ...
AMD Expands EPYC CPU Portfolio to Bring New Levels of Performance and Value for Small and Medium Businesses AMD EPYC 4004 Series processors power an expanded range of entry level system designs from leading server providers SANTA CLARA, Calif., May 21, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) today announced the availability of the processors that complement the existing AMD EPYC server CPU portfolio with new cost-optimized offerings that deliver enterprise-class features and leadership performance for small and medium businesses and hosted IT service providers. The AMD EPYC 4004 Serie...
- Pierre FerraguÊ
Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expe...
Today, we are publishing the Semicap section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, and Ride sharing & Delivery. Semicap equipment revenues were in line wi...
- 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.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DKS DICK'S SPORTING GOODS INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
VFC V.F. CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS 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
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Codexis to Participate in TD Cowen 2nd Annual Sustainability Week
Codexis to Participate in TD Cowen 2nd Annual Sustainability Week REDWOOD CITY, Calif., May 20, 2024 (GLOBE NEWSWIRE) -- Codexis, Inc. (NASDAQ: CDXS), a leading enzyme engineering company, today announced the Company will participate in a panel discussion titled, “Sustainable API Manufacturing” at the TD Cowen 2nd Annual Sustainability Week, being held virtually May 21-23, 2024. During the presentation, Management will highlight the potential benefits of an enzymatic route of synthesis in the manufacture of small molecule and siRNA therapeutics. The panel will take place on Wednesday, Ma...
Qorvo Announces Verdict and Damage Award in Litigation Versus Akoustis
Qorvo Announces Verdict and Damage Award in Litigation Versus Akoustis GREENSBORO, N.C., May 20, 2024 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, today announced that a federal jury in the U.S. District Court for the District of Delaware returned a verdict on Friday, May 17, 2024, in favor of Qorvo, finding that Akoustis Technologies, Inc. and Akoustis Inc. (together, "Akoustis") willfully and maliciously misappropriated Qorvo trade secrets and infringed certain Qorvo patents relating to BAW filter designs. The jury awarded Qor...
- Pierre FerraguÊ
- 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.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Applied Materials to Participate in Upcoming Investor Conferences
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Brice Hill, Senior Vice President and CFO, will participate in fireside chats at upcoming investor conferences. Mr. Dickerson will participate at the Bernstein Strategic Decisions Conference in New York on Thursday, May 30 beginning at 11:30 a.m. PT / 2:30 p.m. ET. Mr. Hill will participate at the BofA Securities Global Technology Conference in San Francisco on Thursday, June 6 beginnin...
- 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
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
- Michael Pachter
- Nick McKay
Irobot Corp: 1 director
A director at Irobot Corp bought 2,050 shares at 12.287USD and the significance rating of the trade was 68/100. 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 last two years clearly sh...
Itron Announces Participation at Upcoming Investor Conferences
Itron Announces Participation at Upcoming Investor Conferences LIBERTY LAKE, Wash., May 16, 2024 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, announced today its participation in upcoming conferences: TD Cowen 2nd Annual Sustainability Week, May 23, 2024 – John Marcolini, senior vice president of Networked Solutions at Itron, will participate in a virtual fireside chat to be webcast at 12:25 p.m. EDT. J.P. Morgan 2024 Energy, Power & Renewables Conference, June 17, 2024, New York, N.Y. – Tom Deitric...
Applied Materials Announces Second Quarter 2024 Results
Applied Materials Announces Second Quarter 2024 Results Revenue $6.65 billion, flat year over yearGAAP operating margin 28.8 percent and non-GAAP operating margin 29.0 percent, flat and down 0.1 point year over year, respectivelyGAAP EPS $2.06 and non-GAAP EPS $2.09, up 11 percent and 5 percent year over year, respectivelyGenerated $1.39 billion in cash from operations SANTA CLARA, Calif., May 16, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its second quarter ended Apr. 28, 2024. Second Quarter Results Applied generated revenue of $6.65 b...
- Pierre FerraguÊ
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