Latest ideas and analyses related to cloud service providers

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FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 83, Votes: 1, Responses: 0, Attachments: 4
AMD , INTC , NVDA , MRVL

+11 pts





By Noto on May 7, 2021, 2:07 a.m.
Tagged topics: acquisition , analyst checks , market share gains , Jefferies , semiconductors , ARM CPU , datacenter , cloud service providers , Datacenters , ARM processors

Views: 7, Votes: 2, Responses: 0, Attachments: 0
AMD , INTC , NVDA , MRVL

+0 pts





By Noto on May 7, 2021, 2:02 a.m.
Tagged topics: acquisition , analyst checks , market share gains , Jefferies , semiconductors , ARM CPU , datacenter , cloud service providers , Datacenters , ARM processors

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMD , INTC , NVDA , MRVL

+0 pts





By Noto on May 7, 2021, 2 a.m.
Tagged topics: acquisition , analyst checks , market share gains , Jefferies , semiconductors , ARM CPU , datacenter , cloud service providers , Datacenters , ARM processors

Views: 5, Votes: 1, Responses: 0, Attachments: 0
AMD , NVDA , MRVL , INTC

+42 pts



$AMD, $NVDA, $MRVL, $INTC - Jefferies checks indicate AMD regaining CPU share, says ARM disruption in datacenter still underestimated

By mooreideas on May 6, 2021, 6:27 p.m.
Tagged topics: analyst checks , market share gains , Jefferies , semiconductors , ARM CPU , datacenter , cloud service providers

Views: 145, Votes: 6, Responses: 1, Attachments: 9
AMD , NVDA , MRVL , AMZN

+37 pts



$AMD, $NVDA, $MRVL - Jefferies says the market is underestimating how disruptive ARM will be in the datacenter

By bbern3 on April 9, 2021, 10:47 a.m.
Tagged topics: analyst checks , AWS , GPU , Jefferies , semiconductors , ARM CPU , datacenter , Graviton , cloud service providers , Inferentia

Views: 148, Votes: 5, Responses: 0, Attachments: 9