COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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AMZN: AWS adds OpenAI open weight models (and GCP does not)August 5, 2025 — Dan Salmon
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AMZN: How OpenAI could unleash the AWS Bull caseAugust 4, 2025 — Dan Salmon
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Hyperscale capex expectations increased 25%. Our take.August 4, 2025 — Pierre Ferragu
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
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Meta 2Q25: Replatforming overdrive.July 31, 2025 — Pierre Ferragu
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
