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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.

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Pierre FerraguÊ
  • Pierre FerraguÊ

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

 PRESS RELEASE

EssilorLuxottica to acquire PUcore’s division dedicated to the develop...

EssilorLuxottica to acquire PUcore’s division dedicated to the development, manufacturing and sale of ophthalmic lens materials EssilorLuxottica to acquire PUcore’s division dedicated to the development, manufacturing and sale of ophthalmic lens materials  The acquisition will enhance the Group’s R&D and production capabilities for the manufacturing of innovative high index, thinner and lighter ophthalmic lenses, and ensure long term sustainable sourcing Paris, France (21 July 2025) – EssilorLuxottica announces today it has signed an agreement with the South Korean company PUcore for the...

 PRESS RELEASE

EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la...

EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la produzione e la commercializzazione di materiali per lenti oftalmiche EssilorLuxottica acquisisce la divisione di PUcore per lo sviluppo, la produzione e la commercializzazione di materiali per lenti oftalmiche L'acquisizione rafforza le attività di ricerca, sviluppo e produzione per lenti oftalmiche innovative ad alto indice, più sottili e leggere, e favorisce una gestione più sostenibile della supply chain nel lungo periodo Parigi, Francia (21 luglio 2025) – EssilorLuxottica annuncia la firma di un accordo con la soc...

 PRESS RELEASE

EssilorLuxottica va acquérir la division de PUcore dédiée au développe...

EssilorLuxottica va acquérir la division de PUcore dédiée au développement, à la fabrication et à la vente de matériaux pour verres optiques EssilorLuxottica va acquérir la division de PUcore dédiée au développement, à la fabrication et à la vente de matériaux pour verres optiques Cette acquisition va doter EssilorLuxottica de capacités avancées en termes de R&D et de production de verres ophtalmiques hauts-indices innovants, plus fins et plus légers, et assurer un approvisionnement responsable sur le long terme Paris, France (21 juillet 2025) – EssilorLuxottica annonce aujourd'hui la sig...

 PRESS RELEASE

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conferenc...

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conference Call Invitation Second-Quarter and First-Half 2025 ResultsConference Call Invitation Mr FRANCESCO MILLERI, Chairman and Chief Executive Officer,Mr PAUL DU SAILLANT, Deputy Chief Executive Officer,Mr STEFANO GRASSI, Chief Financial Officer, andMr GIORGIO IANNELLA, Head of Investor Relations,have the pleasure of inviting you to our Second-Quarter and First-Half 2025 Results Conference Call on: Monday, July 28, 2025, at 6:30 pm CEST Dial-in telephone access: If you wish to dial into the conference call, please pre-regi...

 PRESS RELEASE

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conferenc...

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conference Call Invitation Second-Quarter and First-Half 2025 ResultsConference Call Invitation Mr FRANCESCO MILLERI, Chairman and Chief Executive Officer,Mr PAUL DU SAILLANT, Deputy Chief Executive Officer,Mr STEFANO GRASSI, Chief Financial Officer, andMr GIORGIO IANNELLA, Head of Investor Relations,have the pleasure of inviting you to our Second-Quarter and First-Half 2025 Results Conference Call on: Monday, July 28, 2025, at 6:30 pm CEST Dial-in telephone access: If you wish to dial into the conference call, please pre-regi...

 PRESS RELEASE

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conferenc...

EssilorLuxottica: Second-Quarter and First-Half 2025 Results Conference Call Invitation Second-Quarter and First-Half 2025 ResultsConference Call Invitation Mr FRANCESCO MILLERI, Chairman and Chief Executive Officer,Mr PAUL DU SAILLANT, Deputy Chief Executive Officer,Mr STEFANO GRASSI, Chief Financial Officer, andMr GIORGIO IANNELLA, Head of Investor Relations,have the pleasure of inviting you to our Second-Quarter and First-Half 2025 Results Conference Call on: Monday, July 28, 2025, at 6:30 pm CEST Dial-in telephone access: If you wish to dial into the conference call, please pre-regi...

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