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Antoine Chkaiban
  • Antoine Chkaiban

Server CPUs: A brave new world!

Dear all, In the last few months, the outlook for server CPU has dramatically changed. The recovery in demand for traditional cloud deployments, which we had been calling for a while, kicked off at last, violently, while the explosive spread of agentic AI creates an entire new segment for the market with strong durable growth prospects. At the same time, the competitive landscape is evolving fast, with custom CPUs and Arm’s own part accelerating from the critical mass they patiently built in r...

Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 3,293 shares at 225.000USD and the significance rating of the trade was 66/100. 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 ye...

 PRESS RELEASE

AMD to Report Fiscal First Quarter 2026 Financial Results

AMD to Report Fiscal First Quarter 2026 Financial Results SANTA CLARA, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) announced today that it will report fiscal first quarter 2026 financial results on Tuesday, May 5, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website . AMD also announced it will participate in the following event for the financial community: Jean Hu, executive vice p...

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

Daily Views on Tech Headlines | Memory, INTC, SMCI, Quantum

Our conversations to date suggest (at least in the near-term) that the March news that certain SMCI employees had conspired to ship significant dollars of servers to China is not having a significant impact on operations. At the same time, we still see a probability that customers, suppliers, and/o

Pierre FerraguÊ
  • Pierre FerraguÊ

Anthropic/OpenAI ARR growth already covers 2026 AI capex?

Anthropic and OpenAI added ~$30bn of ARR over the past three months and are on track to add >$100bn this year. Click the link for our take and implications for the AI infra value chain.

Pierre FerraguÊ
  • Pierre FerraguÊ

Anthropic & OpenAI - How much further can frontier lab revenues accele...

Anthropic announced last night that its ARR has reached $30bn, up from $9bn at the end of 2025. In today's one-slider we analyze how much further frontier lab revenues can accelerate.

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 8,000 shares at 125.950USD and the significance rating of the trade was 68/100. 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 cle...

Michael Piccolo
  • Michael Piccolo

Daily Recap: GSAT/AMZN, CVS, TRMB, INTC/APO, WMG, VGNT/APTV, CWST, MKC...

CVS Health Corp. (CVS - $72.49)Omnicare Advances Court-Supervised Process; Stalking Horse Bidder Named; Chapter 11 Auction Set. Omnicare, a subsidiary of CVS, announced on April 1, 2026, it has entered into an asset purchase agreement with GenieRx Holdings LLC, a joint venture between private inves

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