Research

NOS Q3 25: B2C revenue growth slower, EBITDA too

Anthropic-GCP deal: The numbers and our read

VZ Quick Take: The Dan plan takes a step forward with Eaton fiber deal

Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.

Apple: improving iPhone cycle, already priced-in

Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics under the lid in 2028?

Trump Administration Confirms Media Antitrust Policy (and It’s Not About HHIs)

VEON – 3Q25 Earnings Preview

European Tariff Tracker Oct 25

GOOGL/GCP: How much revenue could Anthropic’s 1M TPUs generate?

Global Telecoms Multiples 2025-10-24

Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum builds

Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.

Megacable (Buy) - Q325: Another good quarter

GOOGL: AI Search vs ChatGPT dominates, but Cloud beginning to push through

Hope for More Spectrum Emerges

SE: 3Q25 Preview - Lowering Estimates for 2H

Televisa Q3s (Neutral, TP: $2.3) – Quick Take

Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.

TMUS: A great house, but the neighborhood? We need convincing...