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Pierre FerraguÊ
  • Pierre FerraguÊ

The market has it backwards: Meta is the only hyperscaler overspending...

Microsoft, Google, and Amazon sold off after announcing large capex increases, while Meta rose ~10%. Our analysis suggests the market has this backwards. Please see the link for our take, summarised on a single slide.

Alicia Reese ... (+11)
  • Alicia Reese
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Kade Barr
  • Matthew McCartney
  • Matthew Weiss
  • Michael Piccolo
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Alicia Reese ... (+11)
  • Alicia Reese
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Kade Barr
  • Matthew McCartney
  • Matthew Weiss
  • Michael Piccolo
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
 PRESS RELEASE

NIO Inc. Announces Profit Alert for the Fourth Quarter of 2025

NIO Inc. Announces Profit Alert for the Fourth Quarter of 2025 SHANGHAI, Feb. 05, 2026 (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 a profit alert for the fourth quarter of 2025. The board of directors of the Company (the “Board”) wishes to inform shareholders and potential investors that, based on a preliminary assessment of the Company’s unaudited consolidated management accounts and the information currently available to the Board, the Company is exp...

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

The Software Armageddon is Here; 5 Names to Buy in this "Software Gara...

MSFT - We believe that Microsoft is on its way to accelerating cloud and AI monetization, which is going to comprise a bigger piece of Redmond going forward and will ultimately spur growth and margins over the coming years. While Anthropic has seen significant advancements in model performance and

 PRESS RELEASE

Broadcom Announces Industry’s First Enterprise Wi-Fi 8 Access Point an...

Broadcom Announces Industry’s First Enterprise Wi-Fi 8 Access Point and Switch Solution for the AI Era Unified, wireless-first architecture addresses rising demand for hybrid work and delivers performance, efficiency and security needed for next-generation enterprise networking PALO ALTO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the industry’s first Wi-Fi 8 access point (AP) and switch solution purpose-built with a unified architecture for AI-ready enterprise networks. ...

 PRESS RELEASE

NIO Inc. Provides January 2026 Delivery Update

NIO Inc. Provides January 2026 Delivery Update 27,182 vehicles were delivered in January 2026, increasing by 96.1% year-over-yearCumulative deliveries reached 1,024,774 as of January 31, 2026   SHANGHAI, Feb. 01, 2026 (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 January 2026 delivery results. The Company delivered 27,182 vehicles in January 2026, representing an increase of 96.1% year-over-year. The deliveries consisted of 20,894 vehicles from the ...

Michael Piccolo
  • Michael Piccolo

Daily Recap: AVO, MICC, ASND, COF, GOTO/GRAB, WBD/NFLX, CTRA, CLX, OCU...

Mission Produce, Inc. (AVO - $13.46)Announces Adoption of Poison Pill in Response to Strategic Investor Recently Accumulated Stake. AVO, a global leader in sourcing, producing, and distributing fresh Hass avocados with additional offerings in mangos and blueberries, announced on January 22, 2026, t

Pierre FerraguÊ
  • Pierre FerraguÊ

Reconciling TSMC guide with total AI Infra. Spending in 2030, on a sin...

TSMC raised its AI revenue growth outlook last week to mid-to-high 50% CAGR from 2024 to 2029. Click on the link for a reconciliation with our forecast for total AI Infrastructure Spending.

Pierre FerraguÊ
  • Pierre FerraguÊ

OpenAI deploying 750MW of Cerebras wafers. Our quick take.

OpenAI signed a multi-year deal to deploy 750 MW of Cerebras wafer-scale compute, ramping from 2026 through 2028.

Wedbush Research
  • Wedbush Research
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