reports
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
NFLX NETFLIX INC.
HNSA HANSA BIOPHARMA AB
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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
U BEAM THERAPEUTICS
DAWN UNITY SOFTWARE
FNMA DAY ONE BIOPHARMACEUTICALS INC
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GLOBALFOUNDRIES INC
- 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Applied Materials Reaches Resolution with the U.S. Department of Comme...
Applied Materials Reaches Resolution with the U.S. Department of Commerce SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it has reached a settlement agreement with the U.S. Department of Commerce, Bureau of Industry and Security (BIS). The settlement resolves BIS’s allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the U.S. Export Administration Regulations, based on the company’s misunderstanding of the applicability of those regulations. Under the terms of the settlement, Applied h...
Applied Materials Announces Samsung Electronics Will Join the New, Mul...
Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley EPIC will provide joint R&D programs to focus on co-development of materials engineering innovations that accelerate advanced node scaling, future memory architectures and extreme 3D integrationApplied’s new, $5 billion EPIC Center is the largest-ever U.S. investment in advanced semiconductor equipment R&D designed to dramatically reduce the time from R&D to commercialization by several years SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. to...
- 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- 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
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
STX INC.
CCSI SEAGATE TECHNOLOGY HLDGS PLC
GFS CONSENSUS CLOUD SOLUTIONS INC
GMTX GLOBALFOUNDRIES INC
DNTH GEMINI THERAPEUTICS INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
Applied Materials Unveils Transistor and Wiring Innovations for Faster...
Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips New chipmaking systems boost the energy-efficient performance of Gate-All-Around transistors and wiring at 2nm and beyondViva™ pure radical treatment smoothens GAA silicon nanosheets with atomic-level precision to increase transistor performanceSym3™ Z Magnum™ conductor etch system delivers angstrom-level 3D trench profile control to increase silicon nanosheet uniformity and performanceSpectral™ atomic layer deposition system replaces today’s tungsten transistor contacts with molybdenum, a new contact metal that...
- Antoine Chkaiban
- 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.
- 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
TSLA TESLA INC
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Gary Brode
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
APRE INC.
NUVB APREA THERAPEUTICS
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
SLDB GLOBALFOUNDRIES INC
SOLID BIOSCIENCES INC
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
- 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ACET INC.
PLTR ADICET BIO INC
SANA PALANTIR TECHNOLOGIES
SNOW SANA BIOTECHNOLOGY
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
TYRA MOONLAKE IMMUNOTHERAPEUTICS
EWTX TYRA BIOSCIENCES INC
ARTV EDGEWISE THERAPEUTICS INC
DBD ARTIVA BIOTHERAPEUTICS INC
BCAX DIEBOLD NIXDORF INCORPORATED
AVTX BICARA THERAPEUTICS INC.
AVALO THERAPEUTICS INC
- 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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
SpaceX: Can the 10-ton 1MW space datacenter fly? A first-principle vie...
The development of space technology infrastructure is accelerating this year, to our delight. Expect from us more and more research on the topic. A good place to start was to assess the feasibility of the 10-ton, 1 MW space datacenter pitched by Elon Musk. For our first-principle perspective, summarized on a single slide, follow the link. Stay tuned for more on the economics of this datacenter, and its implications on the supply chain.
- Pierre FerraguÊ
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.
AVGO BROADCOM INC.
660 SK HYNIX INC
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