#Cdns

Being Exponential | Luke Lango

@beingexponential.bsky.social

2 days ago

Diagram shows the custom silicon investment stack, outlining roles of clients, architects, toolmakers, builders, foundries, and plumbing.

Big deal between #AVGO #GOOGL and Anthropic underscores that custom silicon is the future of AI compute and that TPUs are leading the custom silicon charge. Great news for the custom silicon stack #AVGO #MRVL #ARM #TSM #LITE #ANET #CRDO #ALAB #SNPS #CDNS #INTC

StockTitan

@stocktitan.net

2 days ago

Cadence investors get April 27 date for first-quarter 2026 webcast CEO Anirudh Devgan and CFO John Wall join the 2 p.m. PT webcast, with replay online until Cadence holds its second-quarter 2026 results call.

#CDNS Cadence Announces First Quarter 2026 Financial Results Webcast

www.stocktitan.net/news/CDNS/cadence-announ...

WealthWise

@wealthwise-dca.bsky.social

1 month ago

Looking for FREE stock market news?

Check out Alpha Coverage: wealthwisedca.substack.com/p/alpha-cove...

#AMD #META #XEL #GOOG #TAN #FAN #COIN #AIQ #IGV #MSFT #NOW #CRWD #PANW #Anthropic #OpenAI #IONQ #NVDA #CDNS #SNPS #NFLX #WBD #PSKY #RKLB #SpaceX #Grok #xAI #QCLN #LITE #AVGO #ALAB #MRVL #ASML

Nasdaq

@nasdaq.activitypub.awakari.com.ap.brid.gy

1 month ago

Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions - Allegro Microsystems (NASDAQ:ALGM) Tech stocks recovered on Wednesday, led by a rally in battered software names, as the Nasdaq 100 jumped 1.4% past 25,000, outpacing the S&P 500's 1% gain and the Dow's 0.7% advance.

Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions: What's Moving Markets Wednesday? Tech stocks recovered on Wednesday, led by a rally in battered software names, as the Nasdaq 100 ...

#$BTC #ALGM #CDNS #DIA #DINO #Equities #GDX #GPN #HALO #IGV #IWM

Origin | Interest | Match

Stock Master

@stockmaster70.bsky.social

1 month ago

📢 Stocks Trending NOW: #PANW #APLD #ARM #ADI #FTNT #MCO #GRMN #AUUD #INFQ #CDNS

Being Exponential | Luke Lango

@beingexponential.bsky.social

1 month ago

This validates the inference acceleration thesis. Strengthens the case for custom silicon plays like #AVGO, #MRVL, #AMAT, #SNPS, #CDNS, #KLAC, etc. The compute stack is diversifying, and the supply chain enabling that diversification looks attractive.

WealthWise

@wealthwise-dca.bsky.social

1 month ago

Cadence Design Systems unveiled ChipStack AI Super Agent, a virtual AI agent designed to help companies such as Nvidia accelerate chip design.

#CDNS #CadenceDesign #CadenceStock #ChipDesign #AgenticAI

Nikotes

@nikotes.bsky.social

2 months ago

Deep Dive Brief: Cadence The Architect of the AI Revolution

Moaty software businesses are rare, especially in this SaaS-mageddon.

Here’s one: VMS DNA + hardware + IP lock-in. A full AI driven design platform selling into arguably the best industry ever: semiconductors.

My deep dive on #Cadence #CDNS is ready.

expansestocks.substack.com/p/deep-dive-...

Being Exponential | Luke Lango

@beingexponential.bsky.social

2 months ago

Compute: #NVDA #AMD #INTC #AVGO #MRVL #ARM
Foundries: #TSM #GFS #UMC
Neoclouds: #CRWV #APLD #IREN #NBIS
Design: #CDNS #SNPS
Memory: #MU #STX #WDC #SNDK
Networking: #ANET #ALAB
Servers: #DELL #SMCI

Being Exponential | Luke Lango

@beingexponential.bsky.social

2 months ago

- #MCHP: PolarFire for mid-range edge AI, sensor bridging
- #QUIK: Small-cap eFPGA IP + endpoint AI
- Altera (49% owned by #INTC): Stratix family of high-performance FPGAs
- #SNPS & #CDNS: EDA tooling and IP for FPGA design + AI acceleration

Inautilo

@inautilo.bsky.social

3 months ago

Web dependencies are broken. Can we fix them? • Lea Verou Dear JS ecosystem, I love you, but you have a dependency management problem when it comes to the Web, and the time has come for an intervention.

#Development #Proposals
Web dependencies are broken · “The time has come for an intervention.” ilo.im/169obu by Lea Verou

_____
#Dependencies #JavaScript #Bundlers #NodeModules #ImportMaps #CDNs #Browsers #WebPlatform #WebDev #Frontend

Blkchn

@blkchn.bsky.social

3 months ago

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says #NVDA #AVGO #LRCX #KLAC #ADI #CDNS
www.wikifolio.com/de/de/p/silb...

WealthWise

@wealthwise-dca.bsky.social

3 months ago

Citi’s 2026 semiconductor outlook sees AI-driven growth continuing, with Microchip Technology named the firm’s top pick

#NVDA #AVGO #MU #NXPI #SNPS #CDNS #Nvidia #Broadcom #Micron #Synopsys #Cadence #NVDAStock #AVGOStock #MUStock #NXPIStock #SNPSStock #CDNSStock
$NVDA $AVGO $MU $NXPI $SNPS $CDNS

Inautilo

@inautilo.bsky.social

3 months ago

Fixing the URL params performance penalty Tales of two pages… What's the difference between these two pages?: https://www.example.com/ https://www.example.com/?utm_source=email I mean they've got different URLs, but many of us would probably...

#Development #Proposals
The URL params performance penalty · How a new HTTP header could bypass a cache killer ilo.im/169dsl by Barry Pollard

_____
#URLs #Content #Chrome #Browser #Cache #HttpHeaders #CDNs #WebPerf #WebDev #Backend

WealthWise

@wealthwise-dca.bsky.social

3 months ago

Bank of America Sees AI Chip Boom Powering Semis Toward $1T in Sales in 2026.

#NVDA #AVGO #LRCX #CDNS #TER #AMD #LITE #COHR #Nvidia #Broadcom #LamResearch #CadenceDesign #Teradyne #AMD #Lumentum #Coherent #Semiconductors #AI #Chips #DataCenters #Quantum #Robotics
$NVDA $AVGO $LRCX $CDNS $TER $AMD

CCIA Europe

@cciaeurope.bsky.social

3 months ago

Should #CDNs Be Regulated Like #Telecom Operators? ☁️☎️ Why One-Size-Fits-All EU Regulation Doesn’t Work

Petra Arts (Cloudflare) shares her perspective on the ongoing debate over the #DigitalNetworksAct and its impact on the internet ecosystem. 👇

Being Exponential | Luke Lango

@beingexponential.bsky.social

3 months ago

Layered infographic showing a custom silicon investment stack: clients, ARM architect, EDA toolmakers, ASIC builders, foundries, and connectivity/plumbing partners.

My custom silicon stack.

Architect: #ARM
Toolmakers: #SNPS #CDNS
Builders: #AVGO #MRVL
Foundries: #TSM #INTC
Plumbing: #CRDO #LITE #ANET #ALAB

Being Exponential | Luke Lango

@beingexponential.bsky.social

3 months ago

I mean... all the big AI stocks #NVDA #MSFT #AVGO #TSM #PLTR #ASML #AMD #CSCO #MU #AMAT #LRCX #QCOM #INTC #APH #ANET #KLAC #ARM #DELL #CDNS #SNPS #MRVL are down today and that doesn't make sense.

Nasdaq

@nasdaq.activitypub.awakari.com.ap.brid.gy

4 months ago

#CDNS #5da342d4-6dc3-4a73-bd19-2c9901f71da8 #earningscall-transcripts

Origin | Interest | Match

WealthWise

@wealthwise-dca.bsky.social

4 months ago

Citi initiated Cadence and Synopsys with Buy ratings, assigning price targets of $385 and $580, respectively

#CDNS #SNPS #Cadence #Synopsys #CDNSStock #SNPSStock #CadenceStock #SynopsysStock #CDNSNews #CDNSStockNews #SNPSNews #SNPSStockNews #EDA #ChipDesign #Semiconductors #AIChips
$CDNS $SNPS

WealthWise

@wealthwise-dca.bsky.social

4 months ago

A very timely article, I wrote a couple of months ago: wealthwisedca.substack.com/p/the-entire...

PS: I am still bullish on AI

#AI #AISupplyChain #CEG #GEV #BWXt #ETN #VRT #TT #NVDA #AMD #AVGO #MRVL #GOOGL #ARM #SNPS #CDNS #MPWR #MU #TSM #COHR #LITE #ANET #MSFT #AMZN #EQIX #SNOW #MDB #PLTR #TEM

information labs

@informationlabs.org

5 months ago

🔥 A fight is brewing in Italy about #CDNs!
Italian regulator #AGCOM gets pushback from @cloudflare.social and @netflix.com for its attempt to reclassify CDNs as Electronic Communications Networks.
A move that was criticised by others for opening the door to #NetworkFees!
#DNA

StockTitan

@stocktitan.net

5 months ago

Cadence Reports Third Quarter 2025 Financial Results Revenue of $1.339 billion, compared to revenue of $1.215 billion in Q3 2024 GAAP operating margin of 31.8%, compared to 28.8% in Q3 2024 Non-GAAP operating margin of 47.6%, compared to 44.8% in Q3 2024 GAAP diluted net income per share of $1.05, compared to $0.87 in Q3 2024 Non-GAAP diluted net income per share of $1.93, compared to $1.64 in Q3 2024 Quarter-end...

#CDNS Cadence Reports Third Quarter 2025 Financial Results

www.stocktitan.net/news/CDNS/cadence-report...

EarningsForesight

@earningsforesight.bsky.social

5 months ago

#Earnings to Watch - Week of Oct 27th, 2025
#BOH #CRI #DQ #KDP #RVTY #AGYS #AMKR #BBBY #CAR #CDNS #CFLT #CLS #CR #FFIV #NUE #NXPI #RMBS #UHS #V #CVNA #DAY #EBAY #FORM #GOOGL #KLAC #MELI #META #MSFT #CAH #CCCS #CMSA #COMM #CQP #CROX #DSGR #CVX #FET #GWW #IMO #LIN #LYB #MGA #NVT #RBC #TROW #XOM

Internet Society Pulse

@isoc-pulse.bsky.social

5 months ago

This approach, which supports services like Content Delivery Networks #CDNs, is often more practical than the technically difficult goal of minimizing end-to-end transmission delay for every single data packet. 🧵

@steveakawlabs.bsky.social

6 months ago

Defeating web Anonymity and Obfuscation — Akaw Labs Our 3 most commonly successfull approaches to defeating anonymising and obfuscating technologies like CDNs.

Check out my blog post on 3 easy ways to defeat web anonymity and obfuscation tools like
@cloudflare.social

www.akawlabs.com/blog/defeati...

#hacking #deanonymisation #redteaming #CDNs

StockTitan

@stocktitan.net

6 months ago

Cadence Announces Third Quarter 2025 Financial Results Webcast Cadence (Nasdaq: CDNS) will webcast its third quarter 2025 financial results on Monday, October 27, 2025 at 2:00 pm PT. Presenters include Dr. Anirudh Devgan, president and CEO, and John Wall, SVP and CFO. A recording will be available for replay at cadence.com/cadence/investor_relations until the company’s webcast for its fourth quarter and fiscal year 2025 results.

#CDNS Cadence Announces Third Quarter 2025 Financial Results Webcast

www.stocktitan.net/news/CDNS/cadence-announ...

StockTitan

@stocktitan.net

6 months ago

Cadence Unveils AI-Driven ROCS X AI-Enabled Molecular Search, Unlocking Multi-trillion Molecule Virtual Screening Cadence (NASDAQ:CDNS) has launched ROCS X, an AI-enabled virtual screening solution for drug discovery through its OpenEye business unit. The breakthrough technology enables scientists to conduct 3D searches across trillions of drug-like molecules, delivering a performance increase of at least 1000x over current approaches.In collaboration with Treeline Biosciences, ROCS X has already demonstrated success by helping identify over 150 novel compounds for potential drug candidates. The technology builds on Cadence's Orion Molecular Design Platform and combines OpenEye OMEGA conformer generation with ROCS virtual screening software. Validation testing showed 97% accuracy compared to traditional FastROCS enumerated search methods.Early access to ROCS X is currently available, with general availability expected in Q1 2026.

#CDNS Cadence Unveils AI-Driven ROCS X AI-Enabled Molecular Search, Unlocking Multi-trillion Molecule Virtual Screening

www.stocktitan.net/news/CDNS/cadence-unveil...

venilia13.bsky.social

@venilia13.bsky.social

6 months ago

#PEI #Cdns need to step up and support small businesses