View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Cisco Systems Inc: 1 director

A director at Cisco Systems Inc sold 10,233 shares at 78.596USD and the significance rating of the trade was 69/100. 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 clear...

Applied Materials Inc: 1 director

A director at Applied Materials Inc sold 5,000 shares at 361.212USD 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 c...

 PRESS RELEASE

Meta Builds AI Infrastructure With NVIDIA

Meta Builds AI Infrastructure With NVIDIA Meta’s AI Roadmap Supported by Large-Scale Deployment of NVIDIA CPUs, Networking and Millions of NVIDIA Blackwell and Rubin GPUs News Summary: Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers.Meta scales out AI workloads with NVIDIA Spectrum-X Ethernet, supporting network efficiency and throughput.Meta has adopted NVIDIA Confidential Computing, enabling AI capabilities while protecting user privacy. SANTA CLARA, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced a multiyear, m...

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

OpenAI swiftly and openly snags OpenClaw’s star: Initial thoughts on t...

Dear all, OpenAI acquired Peter Steinberger, the Austrian creator of the viral open-source AI agent framework OpenClaw. Click on the link below for key facts and our take. Pierre.

 PRESS RELEASE

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Dr. Prabu Raja, President, Semiconductor Products Group, will participate at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2 beginning at 3:20 p.m. PT / 6:20 p.m. ET. Brice Hill, Senior Vice President and CFO, will participate at the Cantor Fitzgerald Global Technology & Industrial Growth Conferen...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Memory, GFS, TSEM

One of the questions that we've continuously encountered (understandably) is where are we in the AI adoption and investment timeline (e.g. when will slowing investment trends become a headwind). While history is never a perfect determinant of future results (and recent economic data in particular m

Pierre FerraguÊ
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

SoftBank 3FQ25:attractively priced quality assets; holding discount at...

SoftBank Group published its 3FQ25 results yesterday. Please see the link below for our take on the print.

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