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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
NVDA NVIDIA Corporat...
INTC Intel Corporati... ... (+4)

TSMC heading towards 20% of leading-edge capacity in the US? Implicati...

TSMC's Chairman and CEO, Dr. C.C. Wei, and President Trump announced yesterday that TSMC is expanding its U.S. investment by $100bn, in addition to its ongoing $65bn investment in Arizona.

NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
2330 TSMC
AVGO BROADCOM INC.
10h / 58m 10h / 58m 1 EN
INTC INTEL CORPORATION
12h / 57m 12h / 57m 1 EN
Alicia Reese ... (+3)
  • Alicia Reese
  • Antoine Legault
  • Matthew Bryson
LOGN LOGITECH INTERNATIONAL S.A.
NVDA NVIDIA CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
15h / 50m 15h / 50m 1 EN
Antoine Legault ... (+2)
  • 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
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
16h / 46m 16h / 46m 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
PEB PEBBLEBROOK HOTEL TRUST
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
APLE APPLE HOSPITALITY REIT INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
RC READY CAPITAL CORPORATION
PLTR PALANTIR TECHNOLOGIES
16h / 56m 16h / 56m 1 EN
 PRESS RELEASE
Free
AVGO BROADCOM INC.

Broadcom Launches VeloSky to Deliver Network Convergence, Transform Co...

Broadcom Launches VeloSky to Deliver Network Convergence, Transform Connectivity New Enhanced Fixed Wireless Access Solution Enables Communications Service Providers to Deliver AI-Optimized Performance, Seamless Availability, and Integrated Security BARCELONA, Spain, March 04, 2025 (GLOBE NEWSWIRE) -- Mobile World Congress 2025—Broadcom Inc. (NASDAQ: AVGO) today introduced VeloSky, a converged networking solution that enables Communications Service Providers (CSPs) to offer integrated fiber, cellular, and satellite connectivity through a single appliance. helps service providers drive ...

18h / 20m 1 EN
Daniel Ives ... (+6)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
18h / 40m 18h / 40m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
SNPS SYNOPSYS INC.
NVDA NVIDIA Corporat... ... (+8)

Nvidia, Silicon Carbide, China WFE, Auto recovery. Our Weekly Wrap-up.

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 14 names we followed last week, follow the link below.

SNPS SYNOPSYS INC.
NVDA NVIDIA CORPORATION
CRM SALESFORCE.COM INC.
HPQ.... HPQ-SILICON RESOURCES INC
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
DELL DELL TECHNOLOGIES INC CLASS C
IONQ IONQ INC
03/03/25 March 3, 2025 1 EN
Alicia Reese ... (+3)
  • Alicia Reese
  • Antoine Legault
  • Matthew Bryson
LOGN LOGITECH INTERNATIONAL S.A.
NVDA NVIDIA CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
03/03/25 March 3, 2025 1 EN
Antoine Legault ... (+2)
  • 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
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
03/03/25 March 3, 2025 1 EN
Antoine Legault ... (+2)
  • 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
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/28/25 February 28, 2025 1 EN
Wedbush Research
  • Wedbush Research
SGI SOMNIGROUP INTERNATIONAL INC
W WAYFAIR INC.
GEO GEO GROUP INC. (THE)
LOGN LOGITECH INTERNATIONAL S.A.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WSM WILLIAMS-SONOMA INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
STAG STAG INDUSTRIAL INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
DNLI DENALI THERAPEUTICS INC
ESTC ELASTIC N.V.
RH RESTORATION HARDWARE INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
COGT COGENT BIOSCIENCES INC
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
LSEA LANDSEA HOMES CORP (A)
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
ARHS INC.
GFS ARHAUS INC
JANX GLOBALFOUNDRIES INC
SOUN JANUX THERAPEUTICS INC
EWTX SOUNDHOUND AI INC
SYRE EDGEWISE THERAPEUTICS INC
DBD SPYRE THERAPEUTICS INC.
DIEBOLD NIXDORF INCORPORATED
02/28/25 February 28, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
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
GOOGL ALPHABET 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
02/28/25 February 28, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
2454 MEDIATEK INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
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.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
02/28/25 February 28, 2025 1 EN
Alicia Reese ... (+3)
  • Alicia Reese
  • Antoine Legault
  • Matthew Bryson
LOGN LOGITECH INTERNATIONAL S.A.
NVDA NVIDIA CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
02/28/25 February 28, 2025 1 EN
 PRESS RELEASE
Free
NVDA NVIDIA Corporat...

NVIDIA Announces Upcoming Events for Financial Community

NVIDIA Announces Upcoming Events for Financial Community SANTA CLARA, Calif., Feb. 27, 2025 (GLOBE NEWSWIRE) -- NVIDIA will present at the following events for the financial community: TD Cowen 45th Annual Health Care ConferenceMonday, March 3, 8:10 a.m. Pacific time Morgan Stanley Technology, Media and Telecom Conference 2025Wednesday, March 5, 12:20 p.m. Pacific time Interested parties can listen to the live audio webcast of NVIDIA financial presentations at . Webcast replays are available for 90 days afterward. About NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computin...

February 27, 2025 1 EN
Alicia Reese ... (+11)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
02/27/25 February 27, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORPORATION
02/27/25 February 27, 2025 1 EN
Antoine Legault ... (+2)
  • 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
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/27/25 February 27, 2025 1 EN
Wedbush Research
  • Wedbush Research
GEO GEO GROUP INC. (THE)
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
LOW LOWE'S COMPANIES INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
AAP ADVANCE AUTO PARTS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
RVMD INC.
AI REVOLUTION MEDICINES
SNOW C3.AI
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED
02/27/25 February 27, 2025 1 EN
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