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 PRESS RELEASE

Broadcom Unveils Event Highlights for VMware Explore 2025

Broadcom Unveils Event Highlights for VMware Explore 2025 PALO ALTO, Calif., Aug. 11, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that VMware Explore 2025, taking place August 25-28 at The Venetian Convention and Expo Center in Las Vegas, will feature a variety of breakout sessions and panel discussions, expert roundtables, certification training and hands-on labs spanning relevant technology and industry topics, all targeted at the IT practitioner. Beginning Monday, August 25, Explore will deliver rich technical content featuring 400+ sessions across four conte...

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

 PRESS RELEASE

Plains All American Reports Second-Quarter 2025 Results

Plains All American Reports Second-Quarter 2025 Results HOUSTON, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: ) and Plains GP Holdings (Nasdaq: ) today reported solid second-quarter 2025 results and provided the following highlights: Second-Quarter Results Reported net income attributable to PAA of $210 million and net cash provided by operating activities of $694 millionDelivered Adjusted EBITDA attributable to PAA of $672 millionExited the quarter with 3.3x leverage ratio, toward the low-end of our target range of 3.25x - 3.75x Highlights and Recent A...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Njål Kleiven
  • Stian Wibstad
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
Pierre FerraguÊ
  • Pierre FerraguÊ

Hyperscale capex expectations increased 25%. Our take.

All four major hyperscalers have now reported, and all are guiding to higher capex. Please see our take, summarised on a single slide.

 PRESS RELEASE

Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data...

Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data Centers Scales 1M+ XPU Clusters Beyond Single Facility Limits PALO ALTO, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced it is now shipping the Jericho4 ethernet fabric router — a purpose-built platform for the next generation of distributed AI infrastructure. Designed to interconnect over one million XPUs across multiple data centers, Jericho4 breaks through traditional scaling limits with unmatched bandwi...

 PRESS RELEASE

Transocean Ltd. Reports Second Quarter 2025 Results

Transocean Ltd. Reports Second Quarter 2025 Results                     Three months ended     Three months ended    June 30,2025 March 31,2025 sequentialchange June 30,2024 year-over-yearchange(In millions, except per share amounts, percentages and backlog)                  Contract drilling revenues$988   $906   $82   $861   $127 Revenue efficiency (1) 96.6 %  95.5 %      96.9 %   Operating and maintenance expense$599   $618   $19   $534   $(65)Net loss attributable to controlling interest$(938)  $(79)  $(859)  $(123)  $(815)Basic loss per share$(1.06)  $(0.09)  $(0.97)  $(0.15)  $(0.91)...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad

Servicenow Inc: 1 director

A director at Servicenow Inc sold 757 shares at 990.495USD and the significance rating of the trade was 85/100. 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...

Pierre FerraguÊ
  • Pierre FerraguÊ

America’s AI Action Plan. Our 5 quick takes.

The Trump administration published its AI Action Plan yesterday. Please click the link below to see our summary on the 5 most relevant points for tech infrastructure and the broader AI supply chain.

Pierre FerraguÊ
  • Pierre FerraguÊ

Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...

We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
 PRESS RELEASE

Transocean Ltd. Provides Quarterly Fleet Status Report

Transocean Ltd. Provides Quarterly Fleet Status Report STEINHAUSEN, Switzerland, July 16, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) today issued a quarterly Fleet Status Report that provides the current status of, and contract information for, the company’s fleet of offshore drilling rigs. This quarter’s report includes the following updates: Transocean Equinox – Customer exercised two one-well options in Australia at a dayrate of $540,000.Transocean Spitsbergen – Customer exercised a two-well option in Norway at a dayrate of $395,000.Deepwater Skyros – Awarded a three-we...

 PRESS RELEASE

Broadcom Ships Tomahawk Ultra: Reimagining the Ethernet Switch for HPC...

Broadcom Ships Tomahawk Ultra: Reimagining the Ethernet Switch for HPC and AI Scale-up Ultra-low Latency, 64B Line-rate Switching, Lossless Fabric and In-Network Collectives Define a New Level of Performance for Ethernet in HPC and AI Scale-up PALO ALTO, Calif., July 15, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the shipment of its breakthrough Ethernet switch — the Tomahawk Ultra. Engineered to transform the Ethernet switch for high-performance computing (HPC) and AI workloads, Tomahawk Ultra deliver...

 PRESS RELEASE

Transocean Ltd. Announces Second Quarter 2025 Earnings Release Date

Transocean Ltd. Announces Second Quarter 2025 Earnings Release Date STEINHAUSEN, Switzerland, July 14, 2025 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the second quarter 2025 on Monday, August 4, 2025. The company will conduct a teleconference starting at 9 a.m. EDT, 3 p.m. CEST, on Tuesday, August 5, 2025. Individuals who wish to participate in the teleconference should dial approximately 15 minutes prior to the scheduled start time and refer to conference code 125397. A listen-only simulcast of the teleconference can be accessed a...

Pierre FerraguÊ
  • Pierre FerraguÊ

Framing the ROI question right: It is all about sustaining multi-year ...

Everybody asks what the ROI on AI capex is, but nobody really understands what it means or how it could be measured. We have a strong framework to help answer that question – follow the link below to see it summarized on a single slide. ​​​​​

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