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...
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...
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...
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
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...
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
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.