# Cantor Fitzgerald

> Markdown twin of https://roboterminal.app/companies/cantor-fitzgerald · https://roboterminal.app/companies/cantor-fitzgerald.md

## On shared sources

- [TSMC](https://roboterminal.app/companies/tsmc) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2109783924889255963)
  Cantor Fitzgerald on TSMC's CapEx: "As for CY27, while TSMC has historically saved its out-year guide for January, our work now suggests ~$90-100B of Capex (vs $80B+ in July, when we flagged upside to…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2099123933534687426)
  Cantor Fitzgerald: expect NAND tightness to continue into 4Q, with little to no capacity relief until late 2027/early 2028 at the earliest. $SNDK $EWY $DRAM $DISK

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Source: Roboterminal · https://roboterminal.app/companies/cantor-fitzgerald.md