reports
STMicroelectronics Announces Timing for First Quarter 2026 Earnings Re...
STMicroelectronics Announces Timing for First Quarter 2026 Earnings Release and Conference Call STMicroelectronics Announces Timing for First Quarter 2026 Earnings Release and Conference Call Geneva – April 3, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced that it will release first quarter 2026 earnings before the opening of trading on the European Stock Exchanges on April 23, 2026. The press release will be available immediately after the release on the Company’s website at . STMicroelec...
STMicroelectronics annonce la date de publication et l’heure de la con...
STMicroelectronics annonce la date de publication et l’heure de la conférence téléphonique de ses résultats financiers du premier trimestre 2026 STMicroelectronics annonce la date de publication et l’heure de la conférence téléphonique de ses résultats financiers du premier trimestre 2026 Genève, le 3 avril 2026 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce la publication de ses résultats financiers du premier trimestre 2026 le 23 avril 2026, avant l’ouverture des bourses européenne...
- Pierre FerraguÊ
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
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
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
SMCI SUPER MICRO COMPUTER
COGT INC.
VRDN COGENT BIOSCIENCES INC
NUVB VIRIDIAN THERAPEUTICS INC
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
TYRA GLOBALFOUNDRIES INC
ANRO TYRA BIOSCIENCES INC
ZBIO ALTO NEUROSCIENCE INC
ZENAS BIOPHARMA INC.
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
onsemi Powers Sineng Electric’s Advanced Solar and Energy Storage Sol...
onsemi Powers Sineng Electric’s Advanced Solar and Energy Storage Solutions EliteSiC technology boosts efficiency, power density and long-term reliability for Sineng’s high-power energy storage and solar inverter solutions Summary onsemi announced a new design win with Sineng Electric, which will feature onsemi’s latest‑generation hybrid power integrated module (PIM) in two utility‑scale renewable energy platforms. The PIM features onsemi’s FS7 insulated‑gate bipolar transistor (IGBT) and EliteSiC technology and will be used in Sineng’s next‑generation 430 kW liquid‑cooled energy storag...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 30 March 2026, 17.45 hrs CET Melexis reports the purchase of 24,000 Melexis shares on Euronext Brussels in the period from 23 March 2026 to 27 March 2026, related to the share buy-back program announced on 10 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)23/3/20265,00050.6748.6451.75253,36524/3/20265,00050.8550.1551.30254,24225/3/20264,50053.4752.4054.50240,60626/3/20264,50052.7351.8553.25237,30127/3/20265,00050.9550.5552.2025...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 30 maart 2026, 17.45 uur CET Melexis meldt de aankoop van 24.000 Melexis-aandelen op Euronext Brussel in de periode van 23 maart 2026 tot 27 maart 2026, in het kader van het inkoopprogramma aangekondigd op 10 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)23/3/20265.00050,6748,6451,75253.36524/3/20265.00050,8550,1551,30254.24225/3/20264.50053,4752,4054,50240.60626/3/20264.50052,7351,8553,25237.30127/3/20265...
- Pierre FerraguÊ
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
VRDN VIRIDIAN THERAPEUTICS INC
NUVB NUVATION BIO INC (A)
GMTX GEMINI THERAPEUTICS INC
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
BTGO BITGO HOLDINGS INC.
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
STMicroelectronics Reports on Resolutions to be Proposed at the 2026 A...
STMicroelectronics Reports on Resolutions to be Proposed at the 2026 Annual General Meeting of Shareholders STMicroelectronics Reports on Resolutions to be Proposed at the 2026 Annual General Meeting of Shareholders Amsterdam, March 26, 2026 - STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced the resolutions to be submitted for adoption at the Annual General Meeting of Shareholders (AGM) which will be held in Amsterdam, the Netherlands, on May 27, 2026. The resolutions, proposed by the Supervisory Boa...
STMicroelectronics annonce les résolutions proposées à l’Assemblée Gén...
STMicroelectronics annonce les résolutions proposées à l’Assemblée Générale Annuelle des Actionnaires 2026 STMicroelectronics annonce les résolutions proposées à l’Assemblée Générale Annuelle des Actionnaires 2026 Amsterdam, le 26 mars 2026 - STMicroelectronics (NYSE: STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce les résolutions qui seront soumises pour approbation à l’Assemblée Générale Annuelle des Actionnaires qui se tiendra à Amsterdam (Pays-Bas), le 27 mai 2026. Les résolutions, proposées par le Co...
- Wedbush Research
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
VFS GLOBALFOUNDRIES INC
BLACK SPADE ACQUISITION CO
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 23 March 2026, 17.45 hrs CET Melexis reports the purchase of 23,500 Melexis shares on Euronext Brussels in the period from 16 March 2026 to 20 March 2026, related to the share buy-back program announced on 10 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)16/3/20264,50053.5753.2554.00241,06217/3/20264,50052.9452.2553.60238,25218/3/20264,50053.3152.9554.15239,87619/3/20265,00050.8650.5052.20254,29320/3/20265,00050.9250.6051.9025...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 23 maart 2026, 17.45 uur CET Melexis meldt de aankoop van 23.500 Melexis-aandelen op Euronext Brussel in de periode van 16 maart 2026 tot 20 maart 2026, in het kader van het inkoopprogramma aangekondigd op 10 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)16/3/20264.50053,5753,2554,00241.06217/3/20264.50052,9452,2553,60238.25218/3/20264.50053,3152,9554,15239.87619/3/20265.00050,8650,5052,20254.29320/3/20265...
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