reports
Lloyds Banking Group weitet strategische Partnerschaft mit Broadcom zu...
Lloyds Banking Group weitet strategische Partnerschaft mit Broadcom zur Beschleunigung der digitalen Transformation aus Neue langfristige Vereinbarung wird die Infrastruktur der Lloyds Banking Group mit einer neuen Private-Cloud-Umgebung und Mainframe-Lösungen für digitales Banking transformieren LONDON, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Die Lloyds Banking Group und Broadcom Inc. (NASDAQ: AVGO) haben heute eine bedeutende Ausweitung ihrer langjährigen Partnerschaft mit einem neuen Mehrjahresvertrag bekanntgegeben, der die Umsetzung der ehrgeizigen strategischen...
Lloyds Banking Group amplía su alianza estratégica con Broadcom para a...
Lloyds Banking Group amplía su alianza estratégica con Broadcom para acelerar la transformación digital El nuevo acuerdo de larga duración transformará la infraestructura de Lloyds Banking Group con un nuevo entorno de nube privada y soluciones de servidor para la banca digital LONDRES, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group y Broadcom Inc. (NASDAQ: AVGO) han anunciado hoy una importante ampliación de su alianza de larga trayectoria, respaldada por un nuevo acuerdo plurianual para respaldar la ambiciosa transformación estratégica del grupo. En ...
Lloyds Banking Group développe son partenariat stratégique avec Broadc...
Lloyds Banking Group développe son partenariat stratégique avec Broadcom en vue d’accélérer la transformation numérique Le nouvel accord à long terme vise à transformer l’infrastructure de Lloyds Banking Group grâce à un nouvel environnement cloud privé et des solutions mainframe pour les services bancaires numériques LONDRES, 17 sept. 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group et Broadcom Inc. (NASDAQ : AVGO) ont annoncé aujourd’hui une expansion majeure de leur partenariat de longue date, soutenue par un nouvel accord pluriannuel qui favorisera la mise en œ...
Lloyds Banking Group estende la partnership strategica con Broadcom pe...
Lloyds Banking Group estende la partnership strategica con Broadcom per accelerare la trasformazione digitale Il nuovo accordo a lungo termine trasformerà l'infrastruttura di Lloyds Banking Group con un nuovo ambiente cloud privato e soluzioni mainframe per il digital banking LONDRA, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group e Broadcom Inc. (NASDAQ: AVGO) hanno annunciato oggi un significativo ampliamento della loro partnership di lunga data, sostenuta da un nuovo accordo pluriennale che supporterà la realizzazione dell'ambiziosa trasformazione str...
Lloyds Banking Group breidt strategisch partnerschap met Broadcom uit ...
Lloyds Banking Group breidt strategisch partnerschap met Broadcom uit om digitale transformatie te versnellen Een nieuwe langetermijnovereenkomst zal de infrastructuur van Lloyds Banking Group transformeren dankzij een nieuwe private cloudomgeving en mainframe-oplossingen voor digitaal bankieren LONDEN, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group en Broadcom Inc. (NASDAQ: AVGO) hebben vandaag een aanzienlijke uitbreiding van hun langdurige samenwerking aangekondigd, ondersteund door een nieuwe meerjarige overeenkomst die de ambitieuze strategische tr...
- 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
Lloyds Banking Group Extends Strategic Partnership with Broadcom to Ac...
Lloyds Banking Group Extends Strategic Partnership with Broadcom to Accelerate Digital Transformation New Long-Term Agreement Will Transform Lloyds Banking Group's Infrastructure with New Private Cloud Environment and Mainframe Solutions for Digital Banking LONDON, Sept. 17, 2025 (GLOBE NEWSWIRE) -- VMware Explore on Tour – Lloyds Banking Group and Broadcom Inc. (NASDAQ: AVGO) today announced a significant expansion of their long-standing partnership, underpinned by a new multi-year agreement that will support the delivery of the Group’s ambitious strategic transformation. In the next ...
NVIDIA Corp: 2 directors
Two Directors at NVIDIA Corp sold/gave away 1,378,000 shares at between 0.000USD and 177.584USD. The significance rating of the trade was 71/100. 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 ...
NVIDIA and United Kingdom Build Nation’s AI Infrastructure and Ecosyst...
NVIDIA and United Kingdom Build Nation’s AI Infrastructure and Ecosystem to Fuel Innovation, Economic Growth and Jobs Three Months After UK Prime Minister Starmer and NVIDIA CEO Jensen Huang Announced Collaboration, NVIDIA and the UK Showcase Major Progress to Bring AI Industrial Revolution to the Nation News Summary: NVIDIA partners with Nscale, the U.K. AI infrastructure company, to scale up 300,000 NVIDIA Grace Blackwell GPUs worldwide, with up to 60,000 GPUs in the U.K.NVIDIA and AI infrastructure partners Nscale, CoreWeave and others to invest up to £11 billion in U.K. AI factories ...
- 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
Daily Views on Tech Headlines
Again, we'd note that prior attempts to integrate NAND into the DRAM stack (to increase memory capacity) have realized limited success for a variety of reasons including required shifts in the software layer (given NAND's different performance parameters) as well as the loss of DRAM capacity (with
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
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
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
SMCI SUPER MICRO COMPUTER
STTK INC.
NUVB SHATTUCK LABS
STX NUVATION BIO INC (A)
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
SYRE MOONLAKE IMMUNOTHERAPEUTICS
ORKA SPYRE THERAPEUTICS INC.
ORUKA 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
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Advanced Micro Devices Inc: 1 director
A director at Advanced Micro Devices Inc sold/sold after exercising options 17,200 shares at 160.932USD and the significance rating of the trade was 75/100. 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...
- Pierre FerraguÊ
Oracle RPOs: Who will buy all this compute? How big does than make Ora...
Oracle shocked the market this week with RPOs expanding 4x sequentially to nearly half a trillion dollars, calling for more to come and guiding Cloud revenues to 2029, growing 68% p.a. Click the link below for our full and final view.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q25
We publish today our comprehensive quarterly bible: 229 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides. Please follow the link below for more details.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- 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
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
DRAM, Memory: Taiwan DRAM makers to eye 20-50% Q4 Px hikes amid DDR4 squeezeView: The Commercial Times suggests DDR4 contract prices could rise another 20%–50% in Q4 off of already elevated levels. Specifically, Nanya reportedly raised contract prices 70% Q/Q in Q3 and is set for another 50% increa
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
- Pierre FerraguÊ
Bible 2Q25 – Foundries: Upside for TSMC; others at risk.
Today, we are publishing the Foundry section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish the last section on Enterprise IT. Driven by strong AI demand, TSMC increased its 2025 growth outlook to 30% (from 25%). This still leaves room for upside, as it implies...
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