reports
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
EMBRAC B CLEAR SECURE INC
CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- Alicia Reese
- Kade Barr
- Michael Pachter
- ABGSC Strategy Research
- Christer Linde
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RC READY CAPITAL CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
BASE SEAGATE TECHNOLOGY HLDGS PLC
GFS COUCHBASE INC
DDI GLOBALFOUNDRIES INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
SDHC EMBRACER GROUP AB
SMITH DOUGLAS HOMES CORP
- Alicia Reese
- Kade Barr
- Michael Pachter
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
Crayon rejoint la Generative AI Partner Innovation Alliance d'AWS
OSLO, Norvège--(BUSINESS WIRE)-- Crayon annonce ce jour une collaboration avec Amazon Web Services (AWS), une société d’Amazon.com, Inc., dans le cadre de sa nouvelle alliance pour l’innovation des partenaires d’IA générative. La Generative AI Partner Innovation Alliance aidera à étendre la portée du (GenAIIC) d'AWS, un programme qui aide les clients AWS à construire et déployer avec succès des solutions d'IA générative. , l'AWS GenAIIC met en relation les clients avec des scientifiques et des experts en stratégie AI/ML d'AWS, et aide les entreprises à prévoir, identifier et développer des s...
Crayon Joins AWS Generative AI Partner Innovation Alliance
OSLO, Norway--(BUSINESS WIRE)-- Today, Crayon announced it will work with Amazon Web Services (AWS), an Amazon.com, Inc. company as part of the company’s new Generative AI Partner Innovation Alliance. The Generative AI Partner Innovation Alliance will help scale and expand the reach of the AWS (GenAIIC) - a program that helps AWS customers successfully build and deploy generative AI solutions. Initially , the AWS GenAIIC connects customers with AWS AI/ML scientists and strategy experts, and helps companies envision, identify, and develop generative AI solutions. Since its inception, the GenA...
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Simen Mortensen
Jm Ab (Sell, TP: SEK155.00) - Normalisation likely to take time
Q3 EPS was 62% below consensus and our forecast. Units sold were slightly more than we expected, but we believe discounts were used. JM stated it had issued redundancy notices to 150 workers, on rising costs on started projects, and lower EBIT margins than its long-term target. It also said it would take time for the market to normalise, despite falling interest rates. The inventory of unsold homes climbed to an all-time high, a trend that appears to have continued in Q4. We believe consensus re...
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