reports
- Pierre FerraguÊ
Broadcom Ships Tomahawk 6: World’s First 102.4 Tbps Switch
Broadcom Ships Tomahawk 6: World’s First 102.4 Tbps Switch Unmatched Performance for Scale-Up and Scale-Out AI Networks with Support for Co-Packaged Optics PALO ALTO, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO) announced today that it is now shipping the Tomahawk® 6 switch series, delivering the world’s first 102.4 Terabits/sec of switching capacity in a single chip – double the bandwidth of any Ethernet switch currently available on the market. With unprecedented scale, energy efficiency, and AI-optimized features, Tomahawk 6 is built to power the next generation of scale-...
Broadcom Announces New CloudHealth User Experience for Greater Cloud S...
Broadcom Announces New CloudHealth User Experience for Greater Cloud Spend Management Across Enterprise Teams New AI-powered Features Deliver Actionable Insights and Enhanced Collaboration PALO ALTO, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- Broadcom (NASDAQ: AVGO) today announced the general availability of the newest investment made to VMware Tanzu CloudHealth, a comprehensive new user experience that delivers a suite of feature enhancements and new AI-powered features like Intelligent Assist and Smart Summary. The new CloudHealth experience brings more accurate data and actionable in...
Broadcom’s Private Cloud Outlook 2025 Report Reveals Definitive Cloud ...
Broadcom’s Private Cloud Outlook 2025 Report Reveals Definitive Cloud Reset Private cloud now rated as a strategic equal to public cloud, driven by cost predictability, GenAI requirements, and trust in delivering on security and compliance needs 53% surveyed say private cloud is their top priority for deploying new workloads over the next three years84% use private cloud for both traditional enterprise apps and modern, cloud-native workloads PALO ALTO, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Private clouds are no longer playing catch-up, and public clouds are no longer the default as or...
- Pierre FerraguÊ
- Pelham Smithers
SNPS SYNOPSYS INC.
QCOM QUALCOMM INC
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
5801 FURUKAWA ELECTRIC CO. LTD.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
6526 SOCIONEXT INC
ALAB ASTERA LABS INC
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
XRAY DENTSPLY SIRONA INC.
WING WINGSTOP INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
STKS ONE GROUP HOSPITALITY
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFST SOUTHERN FIRST BANCSHARES
RGNX REGENXBIO INC.
RCKY ROCKY BRANDS
PRGO PERRIGO CO. PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
IRM IRON MOUNTAIN INC.
GPC GENUINE PARTS COMPANY
GD GENERAL DYNAMICS CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CROX CROCS INC.
CAL CALERES INC.
BKE BUCKLE INC.
ASC ARDMORE SHIPPING
AMOT ALLIED MOTION TECHNOLOGIES
ACAD ACADIA PHARMACEUTICALS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
MEG. MEG ENERGY CORP.
MDU MDU RESOURCES GROUP INC
NAT NORDIC AMERICAN TANKERS LIMITED
EVTC EVERTEC INC.
FSLR FIRST SOLAR INC.
IONS IONIS PHARMACEUTICALS INC.
NMIH NMI HOLDINGS INC. CLASS A
AGYS AGILYSYS INC.
SJM J.M. SMUCKER COMPANY
FIZZ NATIONAL BEVERAGE CORP.
NHC NATIONAL HEALTHCARE CORP.
INSW INTERNATIONAL SEAWAYS INC.
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TTEC TTEC HOLDINGS INC.
AVGO BROADCOM INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
ELAN ELANCO ANIMAL HEALTH INC.
MEC MAYVILLE ENGINEERING
DELL DELL TECHNOLOGIES INC CLASS C
CSTM CONSTELLIUM SE CLASS A
OI O-I GLASS INC
BWMN BOWMAN CONSULTING GROUP LTD
DINO HOLLYFRONTIER CORP
EVEX EVE HOLDING INC
SPXC SPX TECHNOLOGIES INC
WEST WESTROCK COFFEE COMPANY LLC
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
AGEN AGENUS INC.
ARDT ARDENT HEALTH PARTNERS INC
PCT PROVIDENT CAP TR II SKIS 8.75%29
MKTW MARKETWISE INC
Broadcom Announces Third-Generation Co-Packaged Optics (CPO) Technolog...
Broadcom Announces Third-Generation Co-Packaged Optics (CPO) Technology with 200G/lane Capability Key partner milestones with CPO switches demonstrate ecosystem readiness for next-generation AI scale-up and scale-out networks PALO ALTO, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced significant advancements in its co-packaged optics (CPO) technology with the launch of its third-generation 200G per lane (200G/lane) CPO product line. In addition to the 200G/lane breakthrough, Broadcom demonstrated the maturity of its second-generation 100G/lane CPO p...
- Pierre FerraguÊ
- 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.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Tariffs & TSMC: the baseline & what’s next
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on TSMC with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, AMD/Intel, and Semicap. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk. Please see the link below for more details.
- Pierre FerraguÊ
The token is the new transistor… on steroids – Facts & implications
We now have 2 years of history on how OpenAI has been able to optimise a generation of models with GPT4. We have gathered the data onto a chart and offer our thoughts on implications for the industry and what comes next on a single slide. Please see the link below for more details.
- Pierre FerraguÊ
- Rolf Bulk
- Pierre FerraguÊ
Tariffs & Broadcom: the baseline & what’s next:
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis, to evaluate the impact on Broadcom with more precision. This follows our recent deep dive on the impact on Nvidia
- Pierre FerraguÊ
Tariffs – How would a recession affect our coverage?
The tariffs announced by the Trump administration in the last two weeks have resulted in major swings in the stock market and broader concerns regarding the global economy. We developed a framework to understand the situation and interpret its daily evolution last week and follow up today with an initial perspective on potential macro implications.
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
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Broadcom Introduces Industry’s First Incident Prediction Capability to...
Broadcom Introduces Industry’s First Incident Prediction Capability to Stop Living-Off-The-Land Attacks Leveraging advanced AI, Symantec Endpoint Security can predict cybercriminals’ moves in the attack chain, quickly stop them and return organizations to a state of cyber resilience PALO ALTO, Calif., April 15, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO) today announced Incident Prediction, an industry-first security capability that extends , a unique feature of , by leveraging AI to identify and disrupt living-off-the land (LOTL) attacks and other cyberthreats. Trained on a catalog of o...
- 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.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Semiconductors in the crash: Relative valuations walked back 15 years...
As we brace for another tough Monday, we share with you this morning our usual quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis, although, this time, in light of the steep pullback of the last couple of days, and the last couple of months. Over the next 30 slides. We did our best to articulate our expectations for earnings revisions with where we stand on valuation already, and the fundamental backdrop, segment by segment. We conclude with a very...
- Pierre FerraguÊ
Tariffs. Figuring the right baseline to assess implications
Evaluating the consequences of tariffs is challenging. We chose to help layout a simple and strong analytical baseline to understand the first-order impact of tariffs on our coverage. In a few slides we have summarised the groundwork and look forward to continuing the work and help our readers make sense of implications in weeks to come.
Broadcom Advances Optical Connectivity for AI Infrastructure with Indu...
Broadcom Advances Optical Connectivity for AI Infrastructure with Industry-Leading Solutions at OFC 2025 Broadcom showcases optical interconnect solutions for next generation AI clusters; Highlights path to 200T PALO ALTO, Calif., March 31, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the expansion of its portfolio of optical interconnect solutions to enable AI infrastructure. These innovative technologies, including advancements in co-packaged optics (CPO), 200G/lane DSP and SerDes, 400G optics, and PCIe Gen6 over optics, will be showcased at the 2025 Optical F...
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