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

2024 BCG & NSR AI Big Idea series

December 18, 2024 – December 18, 2024

REPLAYS: https://www.newstreetresearch.com/conference/2024-bcg-nsr-ai-big-idea-series/

Hosted by Pierre Ferragu

Share via Email

Additional Events

Apr
20
Communications

AMZN/GSAT: DEAL OVERVIEW, IMPLICATIONS, WINNERS & LOSERS

April 20, 2026 — Virtual
Hosted by David Barden, Pierre Ferragu, Blair Levin, James Ratzer and Dan Salmon

Event Details

Technology Research

April 16, 2026

ASML 1Q26: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck. Neutral, €1,245.

By Pierre Ferragu
April 15, 2026

Traditional server CPU shipments to rebound for multiple years

By Pierre Ferragu
April 15, 2026

ASML 1Q26 QT: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck.

By Pierre Ferragu
April 14, 2026

ASML model udpate

By Pierre Ferragu
April 14, 2026

Infineon: After memory, the next place for gross margin squeeze is power semis!

By Pierre Ferragu

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.