View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WFC WELLS FARGO & COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
SBRA SABRA HEALTH CARE REIT INC.
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PCRX PACIRA BIOSCIENCES INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NHI NATIONAL HEALTH INVESTORS INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MGPI MGP INGREDIENTS INC.
LTC LTC PROPERTIES INC.
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
DECK DECKERS OUTDOOR CORPORATION
CTRE CARETRUST REIT INC
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
DHI D.R. HORTON INC.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
UTHR UNITED THERAPEUTICS CORPORATION
CLSD CLEARSIDE BIOMEDICAL INC
ALBO ALBIREO PHARMA
ANAB ANAPTYSBIO INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
KALA KALA PHARMACEUTICALS INC.
ARGX ARGENX ADS
RDFN REDFIN CORPORATION
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
TENB TENABLE HOLDINGS
LQDA LIQUIDIA CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
AQST INC.
IDYA AQUESTIVE THERAPEUTICS
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
ITOS ADICET BIO INC
ZNTL ITEOS THERAPEUTICS
PRAX ZENTALIS PHARMACEUTICALS
TVTX PRAXIS PRECISION MEDICINES
VRDN TRAVERE THERAPEUTICS INC
WOOF VIRIDIAN THERAPEUTICS INC
AIRC PETCO HEALTH AND WELLNESS
DAWN APARTMENT INCOME REIT
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
STX LONGBOARD PHARMACEUTICALS
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE ASTRIA THERAPEUTICS INC
GFS AEROVATE THERAPEUTICS INC
VIGL GLOBALFOUNDRIES INC
HR VIGIL NEUROSCIENCE INC
EWTX HEALTHCARE TRUST OF AMERICA INC.
BROS EDGEWISE THERAPEUTICS INC
DUTCH BROS INC
Pierre FerraguÊ
  • Pierre FerraguÊ

The AI PC, Part I: Arm in PCs – different this time?

Over the last few weeks, there have been several announcements related to AI PCs and new PC SoCs to power them, from Qualcomm (Arm) and AMD/Intel (x86). In this note, we look at the setup for Arm. Is there an opportunity to break through, or will the alternative architecture again hit ecosystem walls? In a second note, we will look at whether AI PCs could trigger a refresh cycle.

Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
UDR UDR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
FB FACEBOOK INC. CLASS A
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
DECK DECKERS OUTDOOR CORPORATION
CPT CAMDEN PROPERTY TRUST
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
AVB AVALONBAY COMMUNITIES INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
DELL DELL TECHNOLOGIES INC CLASS C
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
WOOF INC.
AIRC PETCO HEALTH AND WELLNESS
MRVL APARTMENT INCOME REIT
STX MARVELL TECHNOLOGY INC
RIVN SEAGATE TECHNOLOGY HLDGS PLC
GFS RIVIAN AUTOMOTIVE INC
EWTX GLOBALFOUNDRIES INC
BROS EDGEWISE THERAPEUTICS INC
DUTCH BROS INC
Farid Bitari ... (+4)
  • Farid Bitari
  • Ghada Ben Sedrine
  • Nicolas David
  • Stephane Houri

ODDO : Generative AI: a genuine revolution, pending the next revolutio...

Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...

INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Farid Bitari ... (+4)
  • Farid Bitari
  • Ghada Ben Sedrine
  • Nicolas David
  • Stephane Houri

ODDO : L’IA générative, une véritable révolution, en attendant la proc...

Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...

INFINEON INFINEON TECHNOLOGIES AG
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
REL RELX PLC
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
SOP SOPRA STERIA GROUP SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
INF INFOTEL SA
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
AUB AUBAY SA
MRK MERCK KGAA
ALTA ALTAREA SCA
ATE ALTEN SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ENEL ENEL SPA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
ICAD ICADE SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
OREGE OREGE SA
SMHN SUESS MICROTEC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
SHL SIEMENS HEALTHINEERS AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
STLA STELLANTIS N.V.
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
ATCO A ATLAS COPCO AB
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
Wedbush Research
  • Wedbush Research
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
KMX CARMAX INC.
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KEY KEYCORP
INTC INTEL CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
DECK DECKERS OUTDOOR CORPORATION
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
COLB COLUMBIA BANKING SYSTEM INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
AXTI AXT INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
HPE HEWLETT PACKARD ENTERPRISE CO.
HOPE HOPE BANCORP INC.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
AX AXOS FINANCIAL INC.
DELL DELL TECHNOLOGIES INC CLASS C
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
ONON INC.
MRVL ON HOLDING AG
STX MARVELL TECHNOLOGY INC
SOFI SEAGATE TECHNOLOGY HLDGS PLC
GFS SOFI TECHNOLOGIES INC
GLOBALFOUNDRIES INC
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch