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 REPLAY

REPLAY: Mobileye CEO Amnon Shashua - Gen AI and autonomous driving

September 26, 2024

Virtual

Hosted by Pierre Ferragu

Share via Email

Additional Events

Nov
12
Technology

AI BIG Idea Series | Vijay Vusirikala | Arista

November 12, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Dec
2
Technology

AI BIG Idea Series | Indraneil Gokhale | JP Morgan Chase

December 2, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

October 23, 2026

Semicap: Valuations have cooled down, but we still prefer buyers to manufacturers!

By Pierre Ferragu
October 23, 2026

Nokia 3Q26: AI momentum points to further upgrades, Buy, €11 TP

By Pierre Ferragu and Ben Harwood
October 23, 2026

Besi 3Q26: HBM delay confirmed; conviction in long-term adoption intact. Maintain Buy.

By Pierre Ferragu and Ben Harwood
October 22, 2026

LAM 1FQ27: WFE outlook strengthens but supply constraints cap near-term upside. Neutral, $255 TP.

By Pierre Ferragu
October 22, 2026

Tesla 3Q26: Growing conviction in theautonomy-led growth inflection

By Pierre Ferragu and Ben Harwood

Contact

Careers

New Street Research is a talent-driven organization. We are always interested in hearing from creative, curious, and driven thinkers. Please reach out to learn more about opportunities with 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.