reports
NVIDIA and SK Group Build AI Factory to Drive Korea’s Manufacturing an...
NVIDIA and SK Group Build AI Factory to Drive Korea’s Manufacturing and Digital Transformation New AI Infrastructure With Over 50,000 NVIDIA GPUs to Boost Chip Design, Digital Twin, Robotics and AI Agent Development News Summary: SK Group and NVIDIA are deepening their partnership to advance SK hynix HBM and future memory solutions for NVIDIA GPUs, chip manufacturing and telecommunications.SK Group is building an NVIDIA AI factory featuring more than 50,000 NVIDIA GPUs.SK hynix is advancing chip manufacturing with NVIDIA CUDA-X technologies, including through the NVIDIA PhysicsNeMo frame...
NVIDIA and Samsung Build AI Factory to Transform Global Intelligent Ma...
NVIDIA and Samsung Build AI Factory to Transform Global Intelligent Manufacturing New AI Factory With 50,000 NVIDIA GPUs to Accelerate Agentic and Physical AI Applications for Advanced Chip Manufacturing, Mobile Devices and Robotics Samsung and NVIDIA are building on a deep partnership of more than 25 years to extend their semiconductor collaboration from next-generation HBM and custom solutions to foundry services for manufacturing, AI and robotics.Samsung and NVIDIA are working together to innovate breakthroughs for next-generation semiconductors, as well as to power Samsung products an...
NVIDIA, South Korea Government and Industrial Giants Build AI Infrastr...
NVIDIA, South Korea Government and Industrial Giants Build AI Infrastructure and Ecosystem to Fuel Korea Innovation, Industries and Jobs Korea Government, Computing and Manufacturing Leaders Adding Over 260,000 NVIDIA GPUs for Physical and Agentic AI News Summary: The Korean government, through the Ministry of Science and ICT, is investing in sovereign AI infrastructure with over 50,000 of the latest NVIDIA GPUs to be deployed across the National AI Computing Center and Korean cloud service and IT providers NHN Cloud, Kakao Corp. and NAVER Cloud.Samsung Electronics is building an AI fact...
NVIDIA and Hyundai Motor Group Team on AI Factory to Power AI-Driven M...
NVIDIA and Hyundai Motor Group Team on AI Factory to Power AI-Driven Mobility Solutions Leading Global Automaker to Deploy NVIDIA Blackwell AI Infrastructure Across Manufacturing, Robotics and Autonomous Driving News Summary: Hyundai Motor Group and NVIDIA will collaborate with the Korean government to develop Korea’s physical AI industry, including the establishment of an AI Application Center and AI Technology Center, while nurturing local AI talent to build a vibrant innovation ecosystem.Hyundai Motor Group is building an NVIDIA AI supercomputer to accelerate model training, validat...
- Pierre FerraguÊ
2026 AI Infra. outlook forming: XPU spending catching up with capex, u...
It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
- Pierre FerraguÊ
Nvidia revenues to exceed consensus by at least 30% next year; raising...
With comments made at GTC Washington earlier this week, follow up conversations with the company and the tsunami of raises in capex outlook last night, we confidently step up our forecast for Nvidia. Follow the link for details summarized on a single slide.
XPO Reports Third Quarter 2025 Results
XPO Reports Third Quarter 2025 Results GREENWICH, Conn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- (NYSE: ) today announced its financial results for the third quarter 2025. The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024. Third Quarter 2025 Summary Results Three Months Ended September 30, Revenue Operating Income (Loss)(1)(in millions) 2025 2024 Change % 2025 2024 Change %North American Less-Than-Truckload Segment $...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Shipments in Q4 are expected to dip 10% Q/Q given reduced inventories to pull from and Samsung's ongoing conversion of older lines (which is weighing on output).Capex: The company is considering a significant increase in capex in 2026. DRAM - Management noted spend should skew towards DRAM. For DRA
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.
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
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EBAY EBAY INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TENB TENABLE HOLDINGS
SMCI SUPER MICRO COMPUTER
STTK INC.
BEAM SHATTUCK LABS
FUBO BEAM THERAPEUTICS
U FUBOTV
TVTX UNITY SOFTWARE
RZLT TRAVERE THERAPEUTICS INC
UFPI REZOLUTE
SANA UFP INDUSTRIES INC.
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
APP TSCAN THERAPEUTICS INC
ARTV APPLOVIN CORP
PRME ARTIVA BIOTHERAPEUTICS INC
SYRE PRIME MEDICINE INC
RNAC SPYRE THERAPEUTICS INC.
ZBIO CARTESIAN THERAPEUTICS INC
MAZE ZENAS BIOPHARMA INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
NVIDIA Sets Conference Call for Third-Quarter Financial Results
NVIDIA Sets Conference Call for Third-Quarter Financial Results CFO Commentary to Be Provided in Writing Ahead of Call SANTA CLARA, Calif., Oct. 29, 2025 (GLOBE NEWSWIRE) -- NVIDIA will host a conference call on Wednesday, November 19, at 2 p.m. PT (5 p.m. ET) to discuss its financial results for the third quarter of fiscal year 2026, which ended October 26, 2025. The call will be webcast live (in listen-only mode) on . The company’s prepared remarks will be followed by a Q&A session, which will be limited to questions from financial analysts and institutional investors. Ahead of the ...
- Pierre FerraguÊ
- 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
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
DRAM demand growth: Forecast to rise from high-teens % in 2025 to 20%+ in 2026. Hynix is emphasizing its transition to 1C to support conventional DRAM demand (expected to represent >50% of Korean capacity by end of 2026) and its ramp of M15X to increase HBM output in 2026.NAND demand/supply grow
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.
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
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
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
CRSR INC.
OCUP CORSAIR GAMING
FUBO OCUPHIRE PHARMA INC
DASH FUBOTV
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
CART GLOBALFOUNDRIES INC
SNDK MAPLEBEAR INC.
SANDISK CORP
NVIDIA Corp: 1 director
A director at NVIDIA Corp sold 125,000 shares at 188.466USD and 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 last two years clearly s...
- 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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- 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.
SEAGATE TECHNOLOGY HLDGS PLC
NVIDIA and Oracle to Build US Department of Energy’s Largest AI Superc...
NVIDIA and Oracle to Build US Department of Energy’s Largest AI Supercomputer for Scientific Discovery Bold US Investment of 100,000 NVIDIA Blackwell GPUs Kickstarts Era of Agentic AI-Powered Science at Argonne National Laboratory for Public Researchers News Summary: NVIDIA founder and CEO Jensen Huang and U.S. Secretary of Energy Chris Wright announce a landmark collaboration with Oracle to build the U.S. Department of Energy (DOE)’s largest AI supercomputer to boost scientific discovery.Solstice system will feature a record-breaking 100,000 NVIDIA Blackwell GPUs to accelerate the DOE’...
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