We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk and Piyush Kalyani

Share via Email

Additional Events

Dec
17
Communications

How will US power & electricity policy impact AI data center buildouts? Part II

December 17, 2025 — Virtual
Hosted by Dan Salmon, Pierre Ferragu, David Barden and Blair Levin

Event Details
Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

December 15, 2025

Supply, Not Demand, Sets the Ceiling in '26

By Pierre Ferragu and Peter Vogel
December 15, 2025

AI Demand Strong, Supply Constraints the Bottleneck

By Pierre Ferragu and Peter Vogel
December 12, 2025

Broadcom 4FQ25: AI momentum confirmed; 2027 visibility gets into expectations. $420 TP

By Pierre Ferragu
December 12, 2025

First Hi- tec (5439 TT) Under The Radar Snapshot

By Pierre Ferragu and Peter Vogel
December 11, 2025

Oracle 2FQ26: our quick take.

By Pierre Ferragu and Antoine Chkaiban

Contact

Careers

New Street Research is a talent-driven organization. We are always looking for creative, curious, driven thinkers. If you think you would be a good fit, please reach out to us.
London

New Street Research LLP

Birchin Court, 20 Birchin Lane

London, EC3V 9DU

+44 20 7375 9111

Registered Address

5 Brayford Square, London, E1 0SG
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 5 Brayford Square, London, E1 0SG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.