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EVENT

2025 BCG & NSR AI BIG Idea Series

February 18, 2026 – February 18, 2026

Virtual

Hosted by Pierre Ferragu and Antoine Chkaiban

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Additional Events

Mar
16
Technology

2026 GTC | Agenda, NSR Tech After-Party, Investor Meetings

March 16, 2026 – March 17, 2026 — San Jose, CA
Hosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek Mogull

Event Details

Technology Research

February 23, 2026

How does AMD catch the hyperscale AI opportunity? Gen AI Big Idea Series – Forrest Norrod & Doug Huang

By Pierre Ferragu
February 23, 2026

Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wrap-up

By Pierre Ferragu
February 19, 2026

Besi 4Q25: Orders accelerate on mainstream recovery and broader hybrid bonding adoption. Buy

By Pierre Ferragu and Ben Harwood
February 18, 2026

Palo Alto Networks 2FQ26: Everything playing out according to plan

By Pierre Ferragu
February 17, 2026

Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-up

By Pierre Ferragu

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