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EVENT

Soitec CEO/CFO Group Call (Laurent Rémont/Albin Jaquemont)

July 30, 2026 — 8:30 AM UK/ 3:30 AM ET

Hosted by Ben Harwood

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Technology Research

July 27, 2026

AMD Advancing AI 2026: our 7 take-aways.

By Pierre Ferragu and Antoine Chkaiban
July 27, 2026

AI capex increasing; AI impacting SW; HBM demand destruction?; Intel turnaround; Optics inflection and more. Tech weekly wrap-up.

By Pierre Ferragu
July 24, 2026

Nokia 2Q26: order momentum sets up another doubling in AI & Cloud. Buy, €12 TP

By Pierre Ferragu and Ben Harwood
July 24, 2026

$3tn Al capex in 2030 - implications for memory: similar tight supply; higher capex

By Pierre Ferragu
July 24, 2026

Intel 2Q26: Products lifted by the agentic tide, foundry turnaround materializing.

By Pierre Ferragu and Antoine Chkaiban

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