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EVENT

NSR & BCG Semiconductor Big Idea Conference

September 14, 2023 – September 14, 2023

Hosted by Pierre Ferragu

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Please contact your salesperson for information.

Additional Events

Nov
17
Technology

2025 BCG & NSR AI BIG Idea Series

November 17, 2025 – February 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details
Nov
17
Technology

AI BIG Idea Series | Chris Bergey & Ami Badani | Arm

November 17, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

October 30, 2025

KLA 1FQ26: AI deals not driving a material increase in 2026 WFE. Maintain Neutral, $1,230 Target Price.

By Rolf Bulk and Pierre Ferragu
October 30, 2025

2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!

By Pierre Ferragu and Antoine Chkaiban
October 30, 2025

Microsoft 1FQ26: Azure beats, capex accelerates, re-platforming tangible. Buy, $670 TP.

By Pierre Ferragu and Antoine Chkaiban
October 30, 2025

Nvidia revenues to exceed consensus by at least 30% next year; raising TP to $307

By Pierre Ferragu and Antoine Chkaiban
October 29, 2025

Nvidia: Did Jensen guide 2026 >50% above consensus?

By Pierre Ferragu

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