reports
- Pierre FerraguÊ
OpenAI should account for 17% of expectations for Nvidia 2027 datacent...
Total capex required to meet OpenAI’s needs could reach ~$130bn by 2027, roughly equal to what consensus forecasts, on average, for each of the top four hyperscalers over the same horizon. In this note, we estimate how much of Nvidia’s datacenter revenue expectations this represents.
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Seth Basham
- Wedbush Research
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
Chinese power semis: Quantifying the risk to Western vendors
Chinese power semiconductor vendors have gained 10pts of global share over the past five years. In this note, we break down where the gains came from, who lost out, and how we expect the competitive landscape to evolve. We also outline the implications for Infineon, onsemi, and STMicro. Please see the link below.
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- ABGSC Telecom Equipment Research
- Øystein Elton Lodgaard
- Simon Granath
Tesla Inc: 1 director
A director at Tesla Inc sold 60,000 shares at 422.680USD 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 clearly show...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
- Jan Frederik Slijkerman
Benelux TMT Credits: How's it going? Where's the value?
These are exciting times in the Benelux TMT markets. In this new Benelux Credit TMT report we discuss the most attractive corporate bonds in the Benelux and wider TMT space and provide insights into the key developments driving the Dutch broadband market. We also discuss recent developments of the names under our coverage: ASML, SES, KPN, Proximus, VodafoneZiggo, Telenet, Wolters Kluwer and RELX. The latter section comes from previously published Flash Notes and have been updated where needed.
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA 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.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
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
STTK INC.
NUVB SHATTUCK LABS
STX NUVATION BIO INC (A)
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
SYRE MOONLAKE IMMUNOTHERAPEUTICS
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
Daimler Truck : Sustainability Weekly 8 - 12 September 2025
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
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