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EVENT

Aeva CEO Roadshow

November 29, 2022

Paris & Copenhagen

Hosted by Pierre Ferragu

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Contact NSR Technology Infrastructure-ben@newstreetresearch.com

Additional Events

Nov
19
Technology

AI BIG Idea Series | Hugh Holbrook | Arista

November 19, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

October 16, 2025

TSMC 3Q25 QT: AI outlook strengthening; GM beat; strong set-up for 2026.

By Rolf Bulk
October 16, 2025

NVDA’s Rubin Adopts MCL

By Peter Vogel and Pierre Ferragu
October 16, 2025

ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price.

By Rolf Bulk
October 15, 2025

What would it take to save Intel?Conversation with former board member Reed Hundt

By Pierre Ferragu
October 15, 2025

Ericsson 3Q25: Profitability improves despite muted market. Neutral, SEK 95

By Pierre Ferragu

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