reports
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th 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. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
- Wedbush Research
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
APP APPLOVIN CORP
QUBT QUANTUM COMPUTING INC
RGTI RIGETTI COMPUTING INC
QBTS D-WAVE QUANTUM INC.
IONQ IONQ INC
- Antoine Legault
- Matthew Bryson
- Pierre FerraguÊ
Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...
Today, we are publishing the Hyperscale & Cloud section of our 29th 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. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Demands of AI supercycle spur cross-industry consensus to evolve US an...
Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study Press Release Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study New research commissioned by Nokia surveying more than 2,000 technology and business decision-makers in the U.S. and Europe shows strong demand for AI solutions – and a clear industry consensus that connectivity and network infrastructure must evolve to support the next wave of AI growth.In the U.S., 88% of telecommunications providers and enter...
- Wedbush Research
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Takeaways from AV Regulatory Expert Call
Motor vehicles, including AVs, face different regulations at the federal, state, and local levels. At the federal level, the NHTSA issues the Federal Motor Vehicle Safety Standards (FMVSS), regulating the design, construction, and performance of vehicles. At the state level, regulators govern traff
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
VRDN VIRIDIAN THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
TTD THE TRADE DESK
GFS INC.
CART GLOBALFOUNDRIES INC
DBD MAPLEBEAR INC.
DIEBOLD NIXDORF INCORPORATED
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Takeaways from Advisor Call: Early Days for Autonomous
The different approaches to technical AV development will remain a key area of debate. Tesla and Waymo have adopted vastly different approaches on autonomous vehicle development. Tesla has utilized a lower-cost system relying primarily on cameras and AI-based software. Early in its AV development,
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
INVITE: Autonomous Vehicle Regulatory Expert Call | December 15th | 2P...
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
STARTING SOON: Autonomous Vehicle Tech Expert Call | TODAY | 10AM ET
Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer
Correction: Changes in Nokia Corporation's own shares
Correction: Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release11 December 2025 at 16:30 EETCorrection: Changes in Nokia Corporation's own shares Espoo, Finland – the stock exchange release of Nokia Corporation titled “Changes in Nokia Corporation’s Own Shares” published on 9 December 2025 incorrectly stated that the number of own shares held by Nokia Corporation following the transfer was 149 246 864. The correct number is 148 246 864. The corrected stock exchange release in its entirety can be found below. Espoo, Finland – A total of 1 020 316 Nokia share...
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote11.12.2025 klo 16.30Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia Oyj:n 9.12.2025 julkaisemassa pörssitiedotteessa Muutokset Nokia Oyj:n omien osakkeiden omistuksessa oli virheellisesti ilmoitettu yhtiön hallussa olevien omien osakkeiden määräksi luovutusten jälkeen 149 246 864. Oikea määrä on 148 246 864. Korjattu tiedote on kokonaisuudessaan alla. Espoo – Nokia on tänään luovuttanut 1 020 316 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituks...
- ABGSC Telecom Equipment Research
- Simon Granath
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
REMINDER: Autonomous Vehicle Regulatory Expert Call | Dec. 15 | 2PM ET
Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
REMINDER: Autonomous Vehicle Tech Expert Call | December 12 | 10AM ET
Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer
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