Financial Research & Reports Finder

reports

Alicia Reese ... (+10)

Alicia Reese
Antoine Legault
Daniel Ives
Kade Barr
Matthew Bryson
Matthew Weiss
Michael Gerbino
Michael Pachter
Sam Brandeis
Scott Devitt

TSLA TESLA INC
QLYS QUALYS INC. ... (+18)

Wedbush Tech Weekly

TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A

7h / 57m 7h / 57m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

ORCL Oracle Corporat...
NVDA NVIDIA Corporat... ... (+5)

Stargate: Big thinking on the future of AI Infrastructure.

The Stargate announcement – The $500bn datacenter, was the opportunity for us to bring together a number of analyses we have carried out in recent weeks, to understand how the economics of AI Infrastructure will shape up over time. We bring together, in the piece we publish today, an initial perspective, which might be groundbreaking. This work will help us understand how the AI landscape will shape up in the next 2-3 years, expect more from us on that topic in coming weeks and months.

ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
9984 SOFTBANK GROUP CORP.
MSFT MICROSOFT CORPORATION
9434 SOFTBANK CORP.

10h / 48m 10h / 48m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+20)

Daily Views on Tech Headlines

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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK 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
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.

15h / 32m 15h / 32m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+20)

Daily Views on Tech Headlines

01/22/25 January 22, 2025 1 EN

Wedbush Research

Wedbush Research

TPX TEMPUR SEALY IN...
LOGN LOGITECH INTERN... ... (+32)

Wedbush Morning Call - Jan 22 2025 6:54AM

TPX TEMPUR SEALY INTERNATIONAL INC
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
REXR REXFORD INDUSTRIAL REALTY INC.
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FR FIRST INDUSTRIAL REALTY TRUST INC.
EGP EASTGROUP PROPERTIES INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
SNOW SNOWFLAKE INC. CLASS A
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.

01/22/25 January 22, 2025 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

VMW VMware Inc. Cl...
WDC Western Digital... ... (+17)

Looking Through One Quarter Blip as STX Gets Ready to Drop the HAMR

VMW VMWARE INC. CLASS A
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
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
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.

01/22/25 January 22, 2025 1 EN

Felix Fischer ... (+8)

Felix Fischer
Haidje Rustau
Ian Wong
Jayanth Kandalam
Peter Low
Si Yong Ng
Tanvi Arora
Trung Nguyen

Free Trial

PFD Premier Foods p...
LBTYA Liberty Global ... ... (+5)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, TAP, Liberty Global, United Group, Techem, THOM Europe, Flora Food Group (formerly Upfield), Softbank Group, Aggreko, Ineos, Premier Foods, Elior

PFD PREMIER FOODS PLC
LBTYA LIBERTY GLOBAL PLC CLASS A
9984 SOFTBANK GROUP CORP.
287330 KB KBSTAR 200 CONSUMER STAPLES ETF
ELORY ELIOR GROUP

01/22/25 January 22, 2025 1 EN

Leonard Law ... (+3)

Leonard Law
Tanvi Arora
Trung Nguyen

Free Trial

9984 SoftBank Group ...
00017 New World Devel...

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Greenko Energy, New World Development, Softbank Group

9984 SOFTBANK GROUP CORP.
00017 NEW WORLD DEVELOPMENT CO. LTD.

01/22/25 January 22, 2025 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

NVDA NVIDIA Corporat...
MU Micron Technolo... ... (+5)

TSMC to grow AI revenues 45% p.a. to 2029. Implications?

TSMC revealed last week they expect $80bn of AI compute revenues in 2029, up from $12bn in 2024. This represents 45% p.a. growth over 5 years. In this note we put this into perspective, integrating the guidance with all the moving parts of the ramp of AI infrastructure: mix shift between GPU and ASICs, gross margin compression, change in content mix between HBM, logic and packaging, etc. This leverages the expertise we have developed on all these fronts over the last couple of years, and allows...

NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
2330 TSMC
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.