Pierre Ferragu, head of global tech infrastructure at New Street Research, says Intel earnings show it’s in good standing for the near term and what matters...
Pierre Ferragu of New Street Research says it’s unlikely to see ASML move manufacturing away from the Netherlands as the company warns of tariffs roiling the...
Pierre Ferragu, head of tech infrastructure research at New Street Research, says Micron didn’t want to set expectations too high when the chipmaker told investors margins will...