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Pierre FerraguÊ
  • Pierre FerraguÊ
 PRESS RELEASE

Uber for Business and Mazda Team Up to Enhance Customer Experience at ...

Uber for Business and Mazda Team Up to Enhance Customer Experience at U.S. Dealerships Collaboration gives Mazda dealerships a new way to support service and sales customers through courtesy rides, vehicle delivery, and more SAN FRANCISCO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Uber for Business, Uber’s enterprise arm, today announced a collaboration with Mazda North American Operations to help its dealerships enhance the customer experience by offering courtesy rides on Uber’s platform. Through this integration, dealerships across the U.S. can tap into Uber’s network to easily arrange conve...

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

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

 PRESS RELEASE

AMD Hires Ariel Kelman as Chief Marketing Officer

AMD Hires Ariel Kelman as Chief Marketing Officer SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today  (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with customers, partners, developers and...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech we...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 33 names we followed last week, click the link below.

Michael Piccolo
  • Michael Piccolo

Daily Recap: LLY, BILL, NEXN, VAL/RIG, WBD/NFLX, TGNA/NXST, WMB, FDX, ...

BILL Holdings, Inc. (BILL - $48.94)News Reports Potential Acquisition Talks; Recall Company Targeted by Multiple Activists.According to Bloomberg, private equity firm Hellman & Friedman has been in talks to acquire BILL, a business payments & financial software platform, with the buyout gro

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