reports
Broadcom Introduces Industry’s First 800G AI Ethernet NIC
Broadcom Introduces Industry’s First 800G AI Ethernet NIC Thor Ultra is Fully Compliant with Ultra Ethernet Consortium; Delivers Cutting-Edge Performance, Scalability, and Reliability for AI Scale-Out Networking PALO ALTO, Calif., Oct. 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced Thor Ultra, the industry’s first 800G AI Ethernet Network Interface Card (NIC), capable of interconnecting hundreds of thousands of XPUs to drive trillion-parameter AI workloads. By adopting the open Ultra Ethernet Consortiu...
- Pierre FerraguÊ
Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...
Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
AMD ASML HOLDING N.V.
ASML ASML HOLDING NV
AVGO ADVANCED MICRO DEVICES INC.
SOH1 ASML
BESI BROADCOM INC.
SOITEC
- Wedbush Research
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ARVN ARVINAS HOLDING
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
IMNM IMMUNOME
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
FHTX FOGHORN THERAPEUTICS
TNGX TANGO THERAPEUTICS
TCRX INC
GLUE TSCAN THERAPEUTICS INC
S MONTE ROSA THERAPEUTICS INC
TYRA SENTINELONE INC
NUVL TYRA BIOSCIENCES INC
CRBP NUVALENT INC
RBRK CORBUS PHARMACEUTICALS HOLDINGS INC.
BCAX RUBRIK INC
BBOT BICARA THERAPEUTICS INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
Broadcom Introduces Industry’s First Wi-Fi 8 Silicon Ecosystem Powerin...
Broadcom Introduces Industry’s First Wi-Fi 8 Silicon Ecosystem Powering the AI Era New license option to help scale vibrant edge of smartphones, PCs, automotives and IoT devices in support of AI-first access devices PARIS, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the industry’s first Wi-Fi 8 silicon solutions for the broadband wireless edge ecosystem including residential gateways, enterprise access points, and smart mobile clients. Broadcom’s Wi-Fi 8 solutions are purpose-built to address the stringent performance, reliability, intelligence, and ef...
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for September Quarter
CRWD: Continuing to Win, Separating from CompetitionCRWD came in 5-9% above plan as the company continues to gain momentum across Falcon Flex with improving sales options with its partner ecosystem, including OKTA and ZS, to drive stronger pipeline activity without any kind of channel stuffing. The
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OKTA OKTA INC. CLASS A
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
S SENTINELONE INC
RBRK RUBRIK INC
OpenAI and Broadcom announce strategic collaboration to deploy 10 giga...
OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators Multi-year partnership enables OpenAI and Broadcom to deliver accelerator and network systems for next-generation AI clusters News: OpenAI and Broadcom will co-develop systems that include accelerators and Ethernet solutions from Broadcom for scale-up and scale-outBroadcom to deploy racks of AI accelerator and network systems targeted to start in the second half of 2026, to complete by end of 2029 SAN FRANCISCO and PALO ALTO, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- OpenAI an...
- Pierre FerraguÊ
Oracle AI cloud margins: Much ado about nothing
The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.
Broadcom Announces Tomahawk® 6 – Davisson, the Industry’s First 102.4-...
Broadcom Announces Tomahawk® 6 – Davisson, the Industry’s First 102.4-Tbps Ethernet Switch with Co-Packaged Optics Breakthrough 102.4-Tbps CPO Ethernet Switch Delivers Unmatched Power Efficiency and Link Stability to Enable Cluster Scale-Up and Scale-Out PALO ALTO, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that it is now shipping Tomahawk® 6 – Davisson (TH6-Davisson), the company’s third-generation Co-Packaged Optics (CPO) Ethernet switch. Designed specifically for the accelerating demands of AI networking, TH6-Davisson is the industry’s firs...
Broadcom Delivers the Future of AI Infrastructure with End-to-End AI N...
Broadcom Delivers the Future of AI Infrastructure with End-to-End AI Networking Solutions at 2025 OCP Global Summit Company to Feature Industry’s Leading Open, Scalable and Power Efficient Solutions for Scale-up and Scale-out AI Networks PALO ALTO, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AVGO) today announced it will showcase major advancements in its scale-up and scale-out AI networking solutions at the . Featuring innovations such as the Tomahawk® 6, Tomahawk Ultra, Jericho4 Ethernet switches, and its third-generation TH6-Davisson Co-packaged Optics (CPO), Broadcom will pr...
Palo Alto Networks Inc: 1 director
Three Directors at Palo Alto Networks Inc bought/sold after exercising options/sold 121,732 shares at between 0.000USD and 211.923USD. 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 ...
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold 8,000 shares at 147.486USD and the significance rating of the trade was 68/100. 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 cle...
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
PRGS PROGRESS SOFTWARE CORPORATION
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
MNKD MANNKIND CORP.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
INOD INNODATA
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
TLS TELOS
AI C3.AI
PL PLANET LABS PBC
S SENTINELONE INC
SOUN SOUNDHOUND AI INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
M&A Set to Accelerate In Tech As AI Revolution Takes Hold; Top Tech Ta...
Figure 1: What Will the M&A Landscape Look Like Over the Next Decade?Source: Wedbush Securities, Inc.Funding Remains Strong Across Private AI Markets. With the AI Revolution hitting its next gear of growth, more AI companies across the public and private markets are starting to gain significant
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PRGS PROGRESS SOFTWARE CORPORATION
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
INOD INNODATA
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
TLS TELOS
AI C3.AI
S SENTINELONE INC
SOUN SOUNDHOUND AI INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
Broadcom Showcases Industry-Leading Quality and Reliability of Co-Pack...
Broadcom Showcases Industry-Leading Quality and Reliability of Co-Packaged Optics Meta Test Results Confirm One Million Link Flap-Free CPO 400G Port Device Hours PALO ALTO, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced a significant milestone in the deployment of Co-Packaged Optics (CPO) technology, highlighting one million cumulative 400G equivalent port device hours of flap-free This achievement underscores the maturity, robustness, and production-readiness of Broadcom’s ...
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
IMAX IMAX CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
APGE APOGEE THERAPEUTICS INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
LAC. LITHIUM AMERICAS CORP NEW
ORKA ORUKA THERAPEUTICS INC
ZBIO ZENAS BIOPHARMA INC.
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
RBLX ROBLOX
- Pierre FerraguÊ
OpenAI should account for 17% of expectations for Nvidia 2027 datacent...
Total capex required to meet OpenAI’s needs could reach ~$130bn by 2027, roughly equal to what consensus forecasts, on average, for each of the top four hyperscalers over the same horizon. In this note, we estimate how much of Nvidia’s datacenter revenue expectations this represents.
- Pierre FerraguÊ
The NSR AI datacenter economics cheat sheet
As we spend our days and many of our nights helping you understand what is going on in the world of AI infrastructure, we refine continuously our understanding of the cost of AI, combining our understanding of the economics of every step of the supply chain. We crystalized that in a digestible format today. Everything you need to know about a 1GW datacenter on a single slide.
- Wedbush Research
CYBR CYBERARK SOFTWARE LTD.
BCRX BIOCRYST PHARMACEUTICALS INC.
MSFT MICROSOFT CORPORATION
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
COGT COGENT BIOSCIENCES INC
PHVS PHARVARIS NV
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
TNGX TANGO THERAPEUTICS
ATXS INC
TYRA ASTRIA THERAPEUTICS INC
PEPG TYRA BIOSCIENCES INC
NUVL PEPGEN INC
BBOT NUVALENT INC
BRIDGEBIO ONCOLOGY THERAPEUTICS
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