reports
Broadcom Delivers Industry’s First 400G/lane Optical DSP for Next-Gene...
Broadcom Delivers Industry’s First 400G/lane Optical DSP for Next-Generation AI Networks 3nm 400G/lane technology enables best-in-class 1.6T transceivers and lays the foundation for 204.8T networks using 3.2T transceivers PALO ALTO, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the availability of its 3nm 400G/lane optical PAM-4 DSP, the Taurus™ BCM83640, optimized for 1.6T transceiver solutions with unprecedented bandwidth densit...
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud Deep Engineering Collaboration on AI Factories, Powering Inference and Agentic AI, Enables Nebius to Deploy More Than 5 Gigawatts of NVIDIA Systems by End of 2030 SANTA CLARA, Calif. and AMSTERDAM, March 11, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Nebius Group N.V. (NASDAQ: NBIS) today announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises. NVIDIA will invest $2 billion in Nebius, reflecting NVIDIA’s confidence in Nebius’s business and unique d...
- 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
- Michael Piccolo
Daily Recap: KMX, FEC/PXT, UNF/CTAS, JHG/VCTR, CSGP, META, STRZ, VEEV,...
UniFirst Corp. (UNF - $257.91) and Cintas Corp. (CTAS - $196.28)Announces $5.5 Billion Cash & Stock Acquisition; Offer Value $310/share; Expected Close 2H'26. CTAS and UNF announced on March 11, 2026, that they have entered into a definitive agreement under which CTAS will acquire UNF for $310.
- 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.
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
- Wedbush Research
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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
NFLX NETFLIX 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
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
VRDN DOORDASH
CGEM VIRIDIAN THERAPEUTICS INC
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
ARTV MOONLAKE IMMUNOTHERAPEUTICS
SLDB ARTIVA BIOTHERAPEUTICS INC
CART SOLID BIOSCIENCES INC
IMA MAPLEBEAR INC.
BTGO IMAGENEBIO INC.
BITGO HOLDINGS INC.
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
Takeaways from AI Buildout and Capex Advisor Call
The current investment cycle is characterized by distorted economics where payoff periods are shrinking as capital outlay is increasing. Hyperscalers are leveraging business segments that are generating cash flow, such as advertising and Cloud, to fund AI infrastructure build outs that currently ha
- Pierre FerraguÊ
Grasping the AI infra buildout (VII): What returns to expect?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we compare the returns of AI cloud and frontier-model businesses with those of traditional cloud and core hyperscalers.
- Stephan Bogner
The Material Behind The AI Revolution: Homerun Resources Unlocks A New...
NVIDIA’s massive push into photonics is sending an important signal to the market: The future of AI will depend not only on faster chips, but also on faster, more efficient ways to move enormous amounts of data. That is why NVIDIA recently committed 4 billion USD to photonics companies Coherent and Lumentum to help secure the next generation of optical technologies needed to power tomorrow’s AI data centers.What many investors do not yet realize is that this rapidly growing AI infrastructure dep...
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
STARTING SOON: Insights on AI and Cloud Capex | March 10 | 2PM ET
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | STM, GFS, TSEM, AXTI HPE, Quantum
Net, we would emphasize: 1) the US Government's recognition of the threat quantum computing systems will eventually pose to classical cryptography (as well as current threats from potential bad actors to "harvest now, decrypt later") as well as 2) the apparent need to implement and deploy post-quan
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.
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
- 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
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
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.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
IDYA INC.
DASH IDEAYA BIOSCIENCES
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
PL GLOBALFOUNDRIES INC
APGE PLANET LABS PBC
DNTH APOGEE THERAPEUTICS INC
CRBP DIANTHUS THERAPEUTICS INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
RNAC MAPLEBEAR INC.
TLX CARTESIAN THERAPEUTICS INC
VOYG TELIX PHARMACEUTICALS LIMITED
VOYAGER TECHNOLOGIES INC
- Pierre FerraguÊ
Following the money: TSMC capex points to XPU revenues well above expe...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into the implications of TSMC capex for XPU spending over the next few years.
- Pierre FerraguÊ
- Pierre FerraguÊ
Grasping the AI Infra buildout (VI): Who pays for all these Enterprise...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into who pays for all these Enterprise Cloud AI bills. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this...
- Gary Brode
- Chase Tohanczyn
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Scott Devitt
Reminder - Wedbush Invite: Insights on AI and Cloud Capex | March 10 |...
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- 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.
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
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
DAWN CORSAIR GAMING
STX DAY ONE BIOPHARMACEUTICALS INC
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
EWTX INC.
NATL GLOBALFOUNDRIES INC
CAMP EDGEWISE THERAPEUTICS INC
JBIO NCR ATLEOS CORPORATION
CAMP4 THERAPEUTICS CORPORATION
JADE BIOSCIENCES INC
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