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Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

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

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer

United Internet (Neutral, €27, +4%) / 1&1 (Neutral, €19, -1%) 2Q25: Mi...

United Internet reported a mixed Q2, with weak EBITDA at 1&1 offset by continued strength at IONOS. 1&1 service revenue trends were stable, although recent Telefonica discounts risk increasing competitive intensity at the low end of the market.

Vodafone Group: 1 director

A director at Vodafone Group maiden bought 138,055 shares at 83p and the significance rating of the trade was 63/100. 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 the last two years clea...

Garvit Bhandari
  • Garvit Bhandari

US EV Charging Infrastructure Update - July 2025

This report provides the latest update on the US EV Charging Infrastructure. It contains information - about number of charging stations, number of charging ports, state-level information on EV Charging infrastructure as well as information on which company currently has the largest network of EV charging stations/ports in the United States.

Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt

Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

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