Cisco Systems Inc: 2 directors

A director at Cisco Systems Inc sold/sold after exercising options 27,000 shares at 77.208USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors...

Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...

Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...

Cisco: AI and campus refresh set to accelerate growth

Cisco’s growth is set to accelerate from low single-digits historically to high-single-digits in the coming years, driven by DCI optics, AI switching, and a likely campus refresh cycle. Please click the link below for more details.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Hewlett Packard Enterprise Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 December 2025 in which we reassessed the appropriateness of the ratin...

Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead

Today, we are publishing the PCs section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. PC revenue growth sustained, driven by RoW, while N.A. softened following 1H25 tariff-related pull-ins. Despite the ongoing Windows 10 and AI PC refresh cycle, OEMs guided 2026 PC units flat-to-down, with limi...

Wedbush Morning Call - Dec 17 2025 6:57AM

No Longer Science Fiction. Just Science: Taking The Quantum Leap Forwa...

It's D-Day for D-Wave; Initiating at OUTPERFORM and $35 PT

Just Buy Rigetti... Or You'll Regret'it: Initiating at OUTPERFORM and ...

Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...

Today, we are publishing the Hyperscale & Cloud section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...

Hewlett Packard Enterprise Co: 3 directors

Three Directors at Hewlett Packard Enterprise Co sold after exercising options/sold 175,933 shares at between 24.608USD and 24.685USD. The significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary ...

Moody's Ratings says Oracle's enormous growth in RPO, leases and capex...

Moody's Ratings (Moody's) commented that Oracle Corporation's (Oracle) increase in contract backlog is impressive, though the counterparty risk and spending and commitments required to support that growth remain significant credit concerns and primary drivers of the negative outlook. The Baa2 senior...

5 Things to Know in Investing This Week - The It Just Doesn’t Matter I...

Moody's Ratings withdraws Juniper Networks' Baa2 senior unsecured rati...

Moody's Ratings  (Moody's) has withdrawn Juniper Networks, Inc.'s (Juniper) Baa2 senior unsecured notes ratings due to inadequate financial information. Prior to the withdrawal, the outlook was stable. Juniper was acquired by Hewlett Packard Enterprise on July 2, 2025 and has not issued financial ...

Oracle Corporation: Enormous growth in RPO, leases and capex to meet t...

Massive data center commitments backlog is impressive, but counterparty risk and capex required to support growth are concerns.

Oracle 2FQ26: our quick take.

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 25,000 shares at 195.202USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

Moody's Ratings says Confluent acquisition does not affect IBM's A3 ra...

Moody's Ratings (Moody's) said International Business Machines Corporation's ("IBM") A3 senior unsecured and long term issuer ratings and Prime-2 commercial paper program rating, and negative ratings outlook are unchanged following IBM's announcement that it plans to acquire Confluent, Inc. ("Conflu...

IBM Acquires Confluent for $11 Billion; Strategic Move to Prepare Data...