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Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Analyst Day - Will Anything Move The Needle

Finally, we are looking for further details around AMD's view of the AI PC market as 1) incorporation of AI functionality at the edge is also a sign of broader AI adoption, and 2) this shift likely would support a refresh cycle (again less a needle mover for AMD vs. some other peers more tied to PC

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

Tariffs, Tech, NATL: Reciprocal tariffs in Jeopardy?View: The Supereme Court justices appeared skeptical of the Trump administration's arguments that the Executive Branch has the power to levy broad reciprocal tariffs. While we would see a return to a pre-reciprocal tariff regimen as broadly positi

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 47,640 shares at 208.331USD and the significance rating of the trade was 67/100. 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 sh...

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
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