For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 23-Jun-2025 23 June 2025 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductor Capital Equipment - US mulls canceling China semicap license waivers for multinationals with China fabs Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@ber ...

Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risksBALTIMORE, June 9, 2025 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, released its midyear outlook for global financial markets for the remainder of 2025. Underpinning the outlook for the next six months is an accelerated trend toward deglobalization, a tariff-driven reconfiguration of global trade, an expected broadening o ...

TripAdvisor (TRIP) FY 2025 Conference May 29, 2025 08:00 AM ET Speaker0 Alright. Thanks for joining us for the ATM slot on day two of the forty first Bernstein Strategic Decisions Conference. If anyone doesn't know me, I'm Richard Clark. I'm the analyst who covers global hotels and and leisure or leisure at Bernstein. And delighted to have Matt Goldberg with me today, the, the president and CEO, of TripAdvisor. Welcome. Speaker1 Thanks for joining us today. Thank you, Richard. Speaker0 So, I mean, look, let ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 7 May 2025 Global Software How exposed are Software, Cloud and the Hyperscale Cloud providers to different regions? See the Disclosure Appendix of this report for required disclosures, analyst certifications and other important information. Alternatively, visit our Global Research Disclosure Website. First Published: 07 May 2025 10:21 UTC Completion Date: 07 May 2025 10:21 UTC www.bernsteinresearch.com 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Mark L. Moerdler, Ph.D. +1 917 344 8506 ma ...

Rimini Street (RMNI) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dean Pohl - VP of Investor Relations & TreasurerSeth Ravin - Founder, Chairman, CEO & PresidentMichael Perica - EVP, CFO & Principal Accounting OfficerBrian Kinstlinger - MD, Director of Research & Head of Technology ResearchCole Erskine - Vice President - Equity Research Operator Good afternoon, ladies and gentlemen, and welcome to the Rimini Street Q1 twenty twenty five Earnings Conference Call. At this time, all line ...

Rimini Street (RMNI) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the Rimini Street Q1 twenty twenty five Earnings Conference Call. At this time, all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded today, Thursday, 05/01/2025. I would now like to turn the confe ...