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Broadcom Unveils Event Highlights for VMware Explore 2025
Broadcom Unveils Event Highlights for VMware Explore 2025 PALO ALTO, Calif., Aug. 11, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that VMware Explore 2025, taking place August 25-28 at The Venetian Convention and Expo Center in Las Vegas, will feature a variety of breakout sessions and panel discussions, expert roundtables, certification training and hands-on labs spanning relevant technology and industry topics, all targeted at the IT practitioner. Beginning Monday, August 25, Explore will deliver rich technical content featuring 400+ sessions across four conte...
- Jonathan Moreland
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TFX TELEFLEX INCORPORATED
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SHBI SHORE BANCSHARES INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
OPK OPKO HEALTH INC.
NSP INSPERITY INC.
NPO ENPRO INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
LLY ELI LILLY AND COMPANY
KMPR KEMPER CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
EIG EMPLOYERS HOLDINGS INC.
CNOB CONNECTONE BANCORP INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CDXS CODEXIS
ARW ARROW ELECTRONICS INC.
AMH AMERICAN HOMES 4 RENT CLASS A
CIVB CIVISTA BANCSHARES
OLN OLIN CORPORATION
ASUR ASURE SOFTWARE INC
BRO BROWN & BROWN INC.
CYRX CRYOPORT INC.
FTV FORTIVE CORP.
CLAR CLARUS CORPORATION
A2H9KJ NEO PERFORMANCE MATERIAL
OSPN ONESPAN
FXNC FIRST NATIONAL CORP. OF VIRGINIA
TROX TRONOX HOLDINGS PLC
MEC MAYVILLE ENGINEERING
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
XRX XEROX HOLDINGS CORPORATION
PINE ALPINE INCOME PROPERTY TRUST
WSC WILLSCOT MOBILE MINI HOLDINGS CORP
LRMR LARIMAR THERAPEUTICS INC
THRY THRYV HOLDINGS
DLHC DALEIGH HOLDINGS CORP
INTA INTAPP INC
PTLO PORTILLOS INC
BRBR BELLRING BRANDS INC
AUB ATLANTIC UNION BANKSHARES CORP
AURX NUO THERAPEUTICS
OI INC.
SIRI OWENS ILLINOIS INC.
XELB SIRIUS XM HLDGS INC NEW
MUSA XCEL BRANDS INC.
LNW METALS USA HOLDINGS CORP.
LIGHT & WONDER INC.
- Pierre FerraguÊ
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
NSP INSPERITY INC.
NEO NEOGENOMICS INC.
MOH MOLINA HEALTHCARE INC.
MMLP MARTIN MIDSTREAM PARTNERS L.P.
CHD CHURCH & DWIGHT CO. INC.
ASUR ASURE SOFTWARE INC
SPT SPROUT SOCIAL
WSC INC.
DLHC WILLSCOT MOBILE MINI HOLDINGS CORP
ZIP DALEIGH HOLDINGS CORP
INTA ZIPRECRUITER
BRBR INC.
FINS INTAPP INC
MUSA BELLRING BRANDS INC
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
METALS USA HOLDINGS CORP.
Insperity Inc: 7 directors
Seven Directors at Insperity Inc bought 20,194 shares at between 45.050USD and 50.640USD. The significance rating of the trade was 61/100. 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 trades by all the company's directors over th...
- Pierre FerraguÊ
Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data...
Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data Centers Scales 1M+ XPU Clusters Beyond Single Facility Limits PALO ALTO, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced it is now shipping the Jericho4 ethernet fabric router — a purpose-built platform for the next generation of distributed AI infrastructure. Designed to interconnect over one million XPUs across multiple data centers, Jericho4 breaks through traditional scaling limits with unmatched bandwi...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...
We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.
Broadcom Ships Tomahawk Ultra: Reimagining the Ethernet Switch for HPC...
Broadcom Ships Tomahawk Ultra: Reimagining the Ethernet Switch for HPC and AI Scale-up Ultra-low Latency, 64B Line-rate Switching, Lossless Fabric and In-Network Collectives Define a New Level of Performance for Ethernet in HPC and AI Scale-up PALO ALTO, Calif., July 15, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the shipment of its breakthrough Ethernet switch — the Tomahawk Ultra. Engineered to transform the Ethernet switch for high-performance computing (HPC) and AI workloads, Tomahawk Ultra deliver...
- Pierre FerraguÊ
Framing the ROI question right: It is all about sustaining multi-year ...
Everybody asks what the ROI on AI capex is, but nobody really understands what it means or how it could be measured. We have a strong framework to help answer that question – follow the link below to see it summarized on a single slide.
- Pierre FerraguÊ
Could hyperscalers finance $1.7tn annual Capex in 2035?
We published last week part I of our Great Replatforming series, looking into how the ramp of AI affects the economics of hyperscalers in the long run. We show, in today's one-slider, that they can comfortably grow capex from ~$340bn this year to ~$1.7tn in 2035.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
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.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundatio...
Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0 Next Generation of Broadcom’s Private Cloud Platform and Advanced Services Help Customers Accelerate Innovation, Control Cloud Costs, and Enable Sovereignty and Security PALO ALTO, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) is announcing the general availability of VMware Cloud Foundation (VCF) 9.0, the platform for the modern private cloud. With VCF 9.0, customers gain a consistent operating model for the private cloud, spanning data centers, edge, and managed cloud infrastructure fr...
- Pierre FerraguÊ
- 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
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- 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
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-...
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