reports
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 12 December 2024 in which we reassessed the appropriateness of the ratings in the conte...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 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.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
Liveperson Inc: 1 director
A director at Liveperson Inc sold 84,944 shares at 0.850USD and the significance rating of the trade was 70/100. 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 s...
- Jonathan Moreland
PBF PBF ENERGY INC. CLASS A
OPK OPKO HEALTH INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
LPSN LIVEPERSON INC.
NSC NORFOLK SOUTHERN CORPORATION
UONEK URBAN ONE INC CLASS D
GNSS GENASYS INC
AGL AGILON HEALTH
MAIA INC.
SES MAIA BIOTECHNOLOGY INC
TKO SES AI CORPORATION
TKO GROUP HOLDINGS
INC.
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes;...
Today, we are publishing the Enterprise IT section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Equipment, Industrials, Ride sharing & Delivery, and Foundry. Legacy IT further rebounded, with revenue growth accelerating and all major player...
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold 7,500 shares at 59.870USD and the significance rating of the trade was 57/100. 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 clearl...
- Jonathan Moreland
PSEC PROSPECT CAPITAL CORPORATION
MPAA MOTORCAR PARTS OF AMERICA INC.
LPSN LIVEPERSON INC.
CPSI COMPUTER PROGRAMS & SYSTEMS INC.
BRKR BRUKER CORPORATION
ISTR INVESTAR HOLD
FRD FRIEDMAN INDUSTRIES INC.
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
MHI PIONEER MUNICIPAL HIGH INCOME TRUST
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
PCB PACIFIC CITY FINANCIAL CORP
IMNM IMMUNOME
WOLF WOLFSPEED INC
CGBD TCG BDC
BIGZ INC.
MIO BLACKROCK INNOVATION AND GROWTH TST
EVM PIONEER MUN HIGH INCOME OPPORTUNITIES FD INC
FGF EATON VANCE INSD CALIF MUN BD FD
AGFY FG FINANCIAL GROUP
CYCN INC.
AGRIFY CORPORATION
CYCLERION THERAPEUTICS INC
La préparation à l'IA en baisse : la pression augmente, mais les entre...
La préparation à l'IA en baisse : la pression augmente, mais les entreprises peinent à surmonter les obstacles entourant la mise en œuvre La deuxième édition de l'Indice de préparation à l'IA de Cisco révèle que, malgré une baisse du niveau de préparation, les entreprises canadiennes comprennent l’urgence d'adopter l'IA Sommaire : À peine 7 % des entreprises canadiennes sont prêtes à adopter et déployer l’IA, contre 9 % l’année dernière.Malgré la baisse du niveau de préparation, presque tous les répondants (96 %) déclarent qu’il est devenu plus urgent de déployer l’IA au cours de la dern...
AI Readiness on the Decline: Businesses Face Growing Pressure but Stru...
AI Readiness on the Decline: Businesses Face Growing Pressure but Struggle to Overcome Execution Barriers Cisco’s second AI Readiness Index reveals that despite a drop in readiness, Canadian organizations are understanding the imperative of AI adoption Toronto, Ontario, Nov. 25, 2024 (GLOBE NEWSWIRE) -- News Summary: Only seven per cent of Canadian organizations fully prepared to adopt and deploy AI, down from nine per cent last year.Despite the drop in readiness, urgency to deploy is growing, with 96 per cent reporting an increase over the last year.Canadian organizations are s...
- Pierre FerraguÊ
- Pierre FerraguÊ
- MarketLine Department
Ubiquiti Inc - Company Profile and SWOT Analysis
Summary Ubiquiti Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Ubiquiti Inc (Ubiquiti) offers wireless networking products, solutions, and related platforms. The company provides video surveillance products, radios, antennas, and software solutions. It offers wireless...
Cisco et l’Université d’Ottawa préparent au marché du travail avec des...
Cisco et l’Université d’Ottawa préparent au marché du travail avec des compétences en technologie de l’information et en cybersécurité Cisco et l’Université d’Ottawa s’allient pour combler l’écart de compétences numériques au Canada Résumé de la nouvelle : Cisco et l’ unissent leurs forces pour préparer les étudiantes et étudiants en génie à une carrière dans les technologies de l’information (TI).La certification réseau Associé (CCNA) de Cisco, un titre de compétences reconnu dans le milieu, sera intégrée aux programmes de génie informatique et logiciel de l’Université, et l’entrepr...
Cisco and University of Ottawa Equip Engineering Students with Job-Rea...
Cisco and University of Ottawa Equip Engineering Students with Job-Ready IT and Cybersecurity Skills Together, Cisco and uOttawa are addressing Canada’s digital skills gap News Summary: Cisco and the partner to arm engineering students with job-ready training needed for IT roles after graduation.Cisco’s Certified Network Associate certification (CCNA), an industry-recognized credential, will be integrated into the university’s Computer and Software Engineering programs, and equipment will be provided to support cybersecurity research.Closing Canada’s skills gap requires collaboratio...
- Dave Nicoski
- Ross LaDuke
ULTA ULTA BEAUTY INC
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MLAB MESA LABORATORIES INC.
KRC KILROY REALTY CORPORATION
HAIN HAIN CELESTIAL GROUP INC.
GDOT GREEN DOT CORPORATION CLASS A
FIVE FIVE BELOW INC.
EXPE EXPEDIA GROUP INC.
EGBN EAGLE BANCORP INC.
CF CF INDUSTRIES HOLDINGS INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
BRKL BROOKLINE BANCORP INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
ALGN ALIGN TECHNOLOGY INC.
WY WEYERHAEUSER COMPANY
DRI DARDEN RESTAURANTS INC.
FMC FMC CORPORATION
THS TREEHOUSE FOODS INC.
TR TOOTSIE ROLL INDUSTRIES INC.
VFC V.F. CORPORATION
ASIX ADVANSIX INC.
PFE PFIZER INC.
CSCO CISCO SYSTEMS INC.
CTVA CORTEVA INC
CPRI CAPRI HOLDINGS LIMITED
GL GLOBE LIFE INC.
ASO ACADEMY SPORTS AND OUTDOORS
CZR CAESARS ENTERTAINMENT INC
CHK CHESAPEAKE ENERGY CORP
NYMT NEW YORK MORTGAGE TRUST INC.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 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.
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
- Jonathan Moreland
PENN PENN NATIONAL GAMING INC.
PAYC PAYCOM SOFTWARE INC.
MTDR MATADOR RESOURCES COMPANY
GLP GLOBAL PARTNERS LP
CODI COMPASS DIVERSIFIED HOLDINGS
FIVN FIVE9 INC.
FRD FRIEDMAN INDUSTRIES INC.
APTV APTIV PLC
APPN APPIAN
ZM ZOOM VIDEO COMMUNICATIONS
ETON INC.
INBX ETON PHARMACEUTICALS
PET INHIBRX
LUNR INC.
SYRS WAG GROUP CO
PEO INTUITIVE MACHINES INC
XPER SYROS PHARMACEUTICALS INC.
PETROLEUM & RESOURCES CORPORATION
XPERI INC
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