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Marvell Technology Inc: 3 directors

Three Directors at Marvell Technology Inc sold 17,505 shares at between 121.120USD and 122.500USD. The significance rating of the trade was 75/100. 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 director...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Pierre FerraguÊ
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes;...

Today, we are publishing the Enterprise IT section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Equipment, Industrials, Ride sharing & Delivery, and Foundry. Legacy IT further rebounded, with revenue growth accelerating and all major player...

 PRESS RELEASE

Broadcom Announces New Enterprise-Grade Bitnami Offering and Names Arr...

Broadcom Announces New Enterprise-Grade Bitnami Offering and Names Arrow Electronics as a Distributor of Bitnami Premium Enterprise users can now access a commercial version of Bitnami and enhanced provisioning and support via Arrow PALO ALTO, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) announced today the introduction of Bitnami Premium, a commercial enterprise version of Bitnami by VMware Tanzu. The company also named Arrow Electronics, a leading technology solutions and services company, as a global distributor of Bitnami Premium. Bitnami is a free c...

Pelham Smithers
  • Pelham Smithers

PSA Technology: Semiconductor Industry 2025 Outlook

Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.

LOGI LOGITECH INTERNATIONAL S.A.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
Pierre FerraguÊ
  • Pierre FerraguÊ

Gen AI Big Idea Series – Lightmatter CEO, Nick Harris. Radix Is All Y...

We hosted the sixth session of our Gen AI Big Idea Series with Nick Harris, CEO of Lightmatter. Nick is a pioneer in programmable photonics and we discussed in detail Lightmatter’s Passage platform, the interconnect challenges it aims to solve and the architecture of the AI datacenter in 2035.

 PRESS RELEASE

Broadcom Delivers Industry’s First 3.5D F2F Technology for AI XPUs

Broadcom Delivers Industry’s First 3.5D F2F Technology for AI XPUs Combination of 3D silicon stacking and 2.5D packaging technology enables custom compute platforms with breakthrough performance, power and cost PALO ALTO, Calif., Dec. 05, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the availability of its 3.5D eXtreme Dimension System in Package (XDSiP™) platform technology, enabling consumer AI customers to develop next-generation custom accelerators (XPUs). The 3.5D XDSiP integrates more than 6000 mm2 of silicon and up to 12 high bandwidth memory (HBM) stacks...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24 – Hyperscale & Cloud: AI spending spree, CPU servers about ...

Today, we are publishing the Hyperscale & Cloud section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Telecom Equipment, Industrials, Enterprise IT, Ride sharing & Delivery, and Foundry. Hyperscale revenues grew 13% YoY, with cloud serv...

 PRESS RELEASE

NIO Inc. Provides November 2024 Delivery Update

NIO Inc. Provides November 2024 Delivery Update 20,575 vehicles were delivered in November 2024, increasing by 28.9% year-over-year190,832 vehicles were delivered year-to-date in 2024, increasing by 34.4% year-over-year Cumulative deliveries reached 640,426 as of November 30, 2024   SHANGHAI, Dec. 01, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its November 2024 delivery results. The Company delivered 20,575 vehicles in November 2024, representin...

Daniel Ives ... (+7)
  • Daniel Ives
  • John Katsingris
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
 PRESS RELEASE

NIO Inc. Reports Unaudited Third Quarter 2024 Financial Results

NIO Inc. Reports Unaudited Third Quarter 2024 Financial Results Quarterly Total Revenues reached RMB18,673.5 million (US$2,661.0 million)iQuarterly Vehicle Deliveries were 61,855 units SHANGHAI, Nov. 20, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its unaudited financial results for the third quarter ended September 30, 2024. Operating Highlights for the Third Quarter of 2024 Vehicle deliveries were 61,855 in the third quarter of 2024, consistin...

 PRESS RELEASE

NIO Inc. to Report Unaudited Third Quarter 2024 Financial Results on W...

NIO Inc. to Report Unaudited Third Quarter 2024 Financial Results on Wednesday, November 20, 2024 SHANGHAI, Nov. 07, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced that it will report its unaudited financial results for the third quarter 2024 on Wednesday, November 20, 2024, before the open of the U.S. markets. The Company’s management will host an earnings conference call at 7:00 AM U.S. Eastern Time on November 20, 2024 (8:00 PM Beijing/Hong Kong/S...

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