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 PRESS RELEASE

AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architect...

AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India News Highlights: Enterprises across India will gain access to a new 200MW deployment of the AMD “Helios” rack-scale AI architecture, supporting India’s AI initiatives and sovereign AI factories.  AMD and TCS will help enterprise customers accelerate AI at scale with an AI training and inference platform designed to improve operational efficiency, time-to-deployment, and real-world enterprise impact across industries. SANTA CLARA, Calif. and MUMBAI, India, Feb. 16, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: AMD), ...

Advanced Micro Devices Inc: 2 directors

Two Directors at Advanced Micro Devices Inc sold/sold after exercising options 144,450 shares at between 214.359USD and 216.811USD. 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 tra...

Pierre FerraguÊ
  • Pierre FerraguÊ
Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

Pierre FerraguÊ
  • Pierre FerraguÊ

The market has it backwards: Meta is the only hyperscaler overspending...

Microsoft, Google, and Amazon sold off after announcing large capex increases, while Meta rose ~10%. Our analysis suggests the market has this backwards. Please see the link for our take, summarised on a single slide.

 PRESS RELEASE

AMD Hires Ariel Kelman as Chief Marketing Officer

AMD Hires Ariel Kelman as Chief Marketing Officer SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today  (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with customers, partners, developers and...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech we...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 33 names we followed last week, click the link below.

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