reports
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Verizon expande su Internet residencial a más clientes con el nuevo pl...
Verizon expande su Internet residencial a más clientes con el nuevo plan Lite El nuevo plan Verizon Home Internet Lite brinda una opción de Internet confiable y accesible a más comunidades, comenzando en solo $25 al mes con una oferta por tiempo limitado. NEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon está expandiendo su servicio de Internet residencial a más comunidades a lo largo de los Estados Unidos. Hoy, tienes más opciones con el nuevo y accesible plan, Home Internet Lite. Este plan está diseñado para ayudarte a conectarte si cuentas con opciones limitadas de conectividad o s...
- Pierre FerraguÊ
OpenAI buildout plans – what do they tell us about best 5-year investm...
OpenAI announced a series of major contracts and partnerships in recent weeks, suggesting ambitions to deploy anywhere between 10 and 30GW of compute, with rich information about potential vendor positioning. We investigate in this research what can be inferred from these contracts and partnerships, and draw implications for the main names we cover, involved in the supply chain: Nvidia, Broadcom, AMD, TSMC, Micron, and semicap manufacturers.
Verizon Expands Home Internet to More Customers with New Lite Plan
Verizon Expands Home Internet to More Customers with New Lite Plan New Verizon Home Internet Lite brings a reliable, affordable internet option to more communities starting at just $25/month with a limited-time offer NEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon Home Internet is expanding to more communities across the country. Today, people have more options with the introduction of a new affordable Home Internet Lite plan aimed at helping connect customers with limited connectivity options or those on the hunt for a low-cost option. This new offering expands Verizon’s home inter...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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.
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
TSLA, Samsung, TSMC: Tesla AI5 production to be split between Samsung, TSMCView: Elon Musk during TSLA's earnings call indicated that Samsung and TSMC will now share production of the AI5 chip. TSMC had previously been identified as the supplier of AI5 silicon.We can visualize a setup where AI5 pro
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
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
PEGA PEGASYSTEMS INC.
MELI MERCADOLIBRE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
RCUS ARCUS BIOSCIENCES
ARVN ARVINAS HOLDING
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ZNTL ZENTALIS PHARMACEUTICALS
NUVL NUVALENT INC
BCAX BICARA THERAPEUTICS INC.
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Good Quarter While Laying the Autonomous Path with Robotaxi and Optimu...
A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $28.10 billion (up 12% y/y) came in above the Street’s $26.54 billion estimate as deliveries of 497.1k came well above the Street’s estimate of 447.6k along with strong growth in Energy Generation & Storage and Services & Ot
Mobile Danger Zone: AI-Powered Attacks and Human Error Create "Perfect...
Mobile Danger Zone: AI-Powered Attacks and Human Error Create "Perfect Storm" for Organizations BASKING RIDGE, N.J., Oct. 22, 2025 (GLOBE NEWSWIRE) -- The biggest security threat for organizations today could literally be in the palm of your hand. The reveals that mobile devices are under attack, now more than ever, with 85% of organizations reporting increasing mobile attacks. Organizations are working to close security gaps, with 75% increasing mobile security spending over the last year. However, the rise of employees utilizing genAI for work is quickly expanding the attack surface: 3...
- 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
- Wedbush Research
TRIP TRIPADVISOR INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PASG PASSAGE BIO
ABNB AIRBNB INC. CLASS A
APP APPLOVIN CORP
YOU CLEAR SECURE INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Moody's Ratings says Meta's JV with funds managed by Blue Owl highligh...
Moody's Ratings (Moody's) said Meta Platforms, Inc.'s (Meta, Aa3 stable) joint venture (JV) with funds managed by Blue Owl Capital (Blue Owl) highlights the risks and opportunities in AI infrastructure. On October 21, Meta and funds managed by Blue Owl entered into a JV to develop and construct a hy...
Healthcare providers rapidly adopting Verizon Neutral Host and Private...
Healthcare providers rapidly adopting Verizon Neutral Host and Private 5G combo networks LAS VEGAS, Oct. 21, 2025 (GLOBE NEWSWIRE) -- What you need to know: Healthcare providers including AdventHealth and Tampa General Hospital, among others, signed deals with Verizon Business for Neutral Host or combination Neutral Host and Private 5G NetworksHealthcare CIOs are increasingly turning to Neutral Host and Private 5G Networks to cover ballooning data needs, growing device density, and diversifying user groups, covering both public-network and private 5G use casesLearn more at the Verizon ...
Verizon says “We Got You” this Cybersecurity Awareness Month
Verizon says “We Got You” this Cybersecurity Awareness Month Introducing new security solutions, including Digital Secure Home and a refreshed Verizon Protect App, for more control over your home, devices and digital life NEW YORK, Oct. 21, 2025 (GLOBE NEWSWIRE) -- This Cybersecurity Awareness Month, Verizon is giving you a greater sense of protection at home and on the go with the introduction of the new Digital Secure Home service, along with a major refresh of the Verizon Protect app. “Our customers trust us to connect them to the things and people they love the most, and securin...
Verizon “Está Contigo” Este Mes de la Concientización sobre Cibersegur...
Verizon “Está Contigo” Este Mes de la Concientización sobre Ciberseguridad Presentamos nuevas soluciones de seguridad, incluyendo Digital Secure Home y una aplicación Verizon Protect renovada, para que obtengas más control sobre tu casa, tus dispositivos y tu vida digital NUEVA YORK, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Este Mes de la Concientización sobre Ciberseguridad, en Verizon te estamos dando una mayor sensación de protección en tu casa y cuando estás fuera, con la introducción del nuevo servicio Digital Secure Home, junto con una importante renovación de la aplicación Verizon Prote...
- 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
- Wedbush Research
NVCR NOVOCURE LTD.
OSTK OVERSTOCK.COM INC.
ISR ISORAY
AAPL APPLE INC.
RCUS ARCUS BIOSCIENCES
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
IMNM IMMUNOME
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
TCRX TSCAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
NUVL NUVALENT INC
BCAX BICARA THERAPEUTICS INC.
TLX TELIX PHARMACEUTICALS LIMITED
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
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