reports
- Pierre FerraguÊ
Grasping the AI Infra buildout (I): Who builds what, for whom?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We kick things off with the baseline: Who builds what, for whom? Enjoy, and stay tuned for the rest of the series.
- Pierre FerraguÊ
- Gary Brode
AMD Gives Consumers and Businesses More AI PC Options with Expanded Ry...
AMD Gives Consumers and Businesses More AI PC Options with Expanded Ryzen™ AI 400 Series Portfolio News Summary AMD expands its Ryzen AI portfolio with new Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors, the world’s first for next-gen AI PC applications with support for Copilot+ PC experiences.OEM partners announce new AI PC offerings with enterprise-class notebooks and mobile workstations powered by Ryzen AI PRO 400 Series mobile processors.Ryzen AI 400 Series mobile processors deliver up to 30% faster multithreaded performance than competitive processors1, helping pro...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | META, Anthropic, Xiaomi, Handsets
Rapidus: Reportedly secures ¥167.6B ($1.1B) private funding; 60 clients reportedly in talks with 10 receiving initial quotesView: Japan’s Rapidus has reportedly secured these private funds, which add to the ¥100B in government investment in Rapidus this year.The Japanese startup is targeting mass p
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.
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
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
OCUP LARIMAR THERAPEUTICS INC
PRAX OCUPHIRE PHARMA INC
COGT PRAXIS PRECISION MEDICINES
U COGENT BIOSCIENCES INC
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
PLTK VIRIDIAN THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
RBLX NUVATION BIO INC (A)
DAWN ROBLOX
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
HOWL INC
APP SEAGATE TECHNOLOGY HLDGS PLC
TTD WEREWOLF THERAPEUTICS INC
QUBT APPLOVIN CORP
GFS THE TRADE DESK
GMTX INC.
TYRA QUANTUM COMPUTING INC
EWTX GLOBALFOUNDRIES INC
SLDB GEMINI THERAPEUTICS INC
DDI TYRA BIOSCIENCES INC
APGE EDGEWISE THERAPEUTICS INC
EMBRAC B SOLID BIOSCIENCES INC
DNTH DOUBLEDOWN INTERACTIVE CO LTD
CART APOGEE THERAPEUTICS INC
NATL EMBRACER GROUP AB
CGON DIANTHUS THERAPEUTICS INC
ORKA MAPLEBEAR INC.
BCAX NCR ATLEOS CORPORATION
ZBIO CG ONCOLOGY INC
TLX ORUKA THERAPEUTICS INC
MAZE BICARA THERAPEUTICS INC.
JBIO ZENAS BIOPHARMA INC.
TELIX PHARMACEUTICALS LIMITED
MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
Micron Celebrates Opening of India’s First Semiconductor Assembly and ...
Micron Celebrates Opening of India’s First Semiconductor Assembly and Test Facility State-of-the-art site in Sanand, Gujarat, expands Micron’s global footprint and advances India's semiconductor ecosystem SANAND, India, Feb. 28, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ: MU) today celebrated the grand opening of its semiconductor assembly and test facility in Sanand, Gujarat, India. The state-of-the-art facility converts advanced DRAM and NAND wafers from Micron's global manufacturing network into finished memory and storage products. Once fully ramped, the first phase of...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: January '26 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
- Antoine Legault
- Matthew Bryson
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.
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
- 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
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
- Pierre FerraguÊ
Bible 4Q25 - Memory: Firing on all cylinders. Risk of demanddestructio...
Today, we are publishing the Memory section of our 30th 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 Smartphones, Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. HBM demand absorbs capacity a...
- Blair Levin
C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...
The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.
- David Barden
- Wedbush Research
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.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RVMD INC.
OCUP REVOLUTION MEDICINES
AI OCUPHIRE PHARMA INC
SNOW C3.AI
STX SNOWFLAKE INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
TASK THE TRADE DESK
GFS INC.
IONQ TASKUS INC
DBD GLOBALFOUNDRIES INC
EIKN IONQ INC
DIEBOLD NIXDORF INCORPORATED
EIKON THERAPEUTICS INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED
- Antoine Legault
- Matthew Bryson
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.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- David Barden
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | HPQ, Foundry, AMD
And, the only downside to the deal in our view are the economics with GMs below corporate average and warrants being granted to Meta (similar to the OpenAI deal) though we'd also note that the warrant grants are predicated in part on AMD's stock performance (as well as Meta purchases).China, Foundry
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.
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
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