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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...
- Pierre FerraguÊ
- 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...
NIO Inc. Provides July 2025 Delivery Update
NIO Inc. Provides July 2025 Delivery Update 21,017 vehicles were delivered in July 2025135,167 vehicles were delivered year-to-date in 2025, increasing by 25.2% year-over-year Cumulative deliveries reached 806,731 as of July 31, 2025 SHANGHAI, Aug. 01, 2025 (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 July 2025 delivery results. The Company delivered 21,017 vehicles in July 2025. The deliveries consisted of 12,675 vehicles from the Company’s premiu...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MCS MARCUS CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
S SENTINELONE INC
RBRK RUBRIK INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for June Quarter
CRWD: Strongest Performance One Year Out from IT OutageCRWD came in 5-9% above plan in the quarter, the first time in a calendar quarter since the IT outage occurred, as the company saw an uptick in win rates against SentinelOne and Trellix even downstream against MSFT while setting a record for ne
- 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.
- Abe Rimatzki
- Seth Basham
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...
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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.
- Wedbush Research
HPP HUDSON PACIFIC PROPERTIES INC.
UMH UMH PROPERTIES INC.
UDR UDR INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RWT REDWOOD TRUST INC.
REXR REXFORD INDUSTRIAL REALTY INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
FR FIRST INDUSTRIAL REALTY TRUST INC.
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CPT CAMDEN PROPERTY TRUST
BXP BOSTON PROPERTIES INC.
AVB AVALONBAY COMMUNITIES INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
RC READY CAPITAL CORPORATION
SAFE SAFEHOLD INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
CSR CENTERSPACE
TTD THE TRADE DESK
HR INC.
STRW HEALTHCARE TRUST OF AMERICA INC.
STRAWBERRY FIELDS REIT INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- 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.
NIO Inc. Provides June and Second Quarter 2025 Delivery Update
NIO Inc. Provides June and Second Quarter 2025 Delivery Update 24,925 vehicles were delivered in June 2025, increasing by 17.5% year-over-year72,056 vehicles were delivered in the three months ended June 2025, increasing by 25.6% year-over-yearCumulative deliveries reached 785,714 as of June 30, 2025 SHANGHAI, July 01, 2025 (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 June and second quarter 2025 delivery results. The Company delivered 24,925 vehic...
- Pierre FerraguÊ
The Great Replatforming, part I – the Special Theory
Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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