EVENTS:   Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook - Kathleen Kelley/Queen Anne's Gate Capital - 19 Mar 26   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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10 Providers Listed for 'Applied Materials'

Williams Inference

John Trudgian - Principal

Commodities

, Equities

, Macro

Asset Allocation

, Long / Short Ideas

, Long Only Ideas

, Thematic

Generalist

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

Andrew Beale - Senior Analyst-Telecoms & Cable

Nam Hyung-Kim - Senior Analyst-Global Memory, Display, PC & Battery

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Media

, Technology

, Telecoms

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

Channel Checks

, Fundamental

, Long / Short Ideas

, Sector Specialist

Technology

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

, Equities

Corporate Credit

Fundamental

, Long / Short Ideas

, Sector Specialist

Industrials

, Telecoms

Summit Insights Group

KinNgai Chan - Senior Research Analyst – Semiconductors & Semicap Equipment

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Semiconductors

, Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Expert Network

, Guest Speaker

, Long Only Ideas

, News

, Sector Specialist

, Training

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Technology

, Telecoms

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

Event Driven

, Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

Churchill Research

Mike Churchill - President

, Macro

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Energy

, Generalist

, Metals & Mining

Williams Inference

John Trudgian - Principal

Commodities

Equities

Macro

Global

Asset Allocation

Long / Short Ideas

Long Only Ideas

Thematic

Generalist

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

US

Sector Specialist

Channel Checks

Fundamental

Long / Short Ideas

Technology

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Industrials

Summit Insights Group

KinNgai Chan - Senior Research Analyst – Semiconductors & Semicap Equipment

Equities

US

Fundamental

Long / Short Ideas

Sector Specialist

Semiconductors

Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Global

Expert Network

Guest Speaker

Long Only Ideas

News

...more

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Global

Technology

Telecoms

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

US

Europe

Long / Short Ideas

Fundamental

Shorting Specialist

Event Driven

Generalist

Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining