reports
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSCO TRACTOR SUPPLY COMPANY
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DT DYNATRACE INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Moody's Ratings assigns Baa2 ratings to Oracle's proposed notes
Moody's Ratings (Moody's) assigned Baa2 ratings to Oracle Corporation's (Oracle) proposed senior unsecured note offering. The company's existing ratings including the Baa2 senior unsecured and Prime-2 Commercial Paper ratings and stable outlook remain unchanged. Oracle has indicated that it will us...
Check Point Software Reports Fourth Quarter and 2024 Full Year Results
Check Point Software Reports Fourth Quarter and 2024 Full Year Results TEL AVIV, Israel, Jan. 30, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), today announced its financial results for the fourth quarter and full year ended December 31, 2024. Fourth Quarter 2024 Highlights Calculated Billings* reached $959 million, an 11 percent increase year over yearRemaining Performance Obligation (RPO)**: $2.5 billion, a 12 percent increase year over yearTotal Revenues: $704 million, a 6 percent increase year over yearProduct, License & Subscription Revenues: $463 million, a 9 percent increase year ove...
Check Point Software Technologies Ltd: 1 director
A director at Check Point Software Technologies Ltd sold 2,041 shares at 198.200USD and the significance rating of the trade was 79/100. 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 ...
- Wedbush Research
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
PINS PINTEREST INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
AIRC APARTMENT INCOME REIT
CGEM CULLINAN ONCOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
Raj Juneja appointed as President of Cisco Canada
Raj Juneja appointed as President of Cisco Canada Toronto, Jan. 28, 2025 (GLOBE NEWSWIRE) -- Today, Cisco, the worldwide leader in security and networking, has appointed Raj Juneja as President, Cisco Canada effective February 1, 2025. With more than 25 years of experience in the technology sector, Juneja has a keen understanding of the challenges and opportunities leaders face today and the role that data plays in connecting and protecting organizations. “It’s a privilege to take on this role at such an important time for Canada, our customers and partners, and the industry,” sai...
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
- Pierre FerraguÊ
- Wedbush Research
PHM PULTEGROUP INC.
WDC WESTERN DIGITAL CORPORATION
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KBH KB HOME
INTC INTEL CORPORATION
BZH BEAZER HOMES USA INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
UFPI UFP INDUSTRIES INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
RH-US INC.
RESTORATION HARDWARE INC.
- Pierre FerraguÊ
Stargate: The cornelian dilemma of frontier AI economics in a single s...
Our analysis of Stargate ambitions and the economics OpenAI aims for over time reveal a stark dilemma, which explains a lot the move, and puts into question the ability of the joint venture to sustainably deploy that much datacenter capacity and, more broadly, the ability of the industry to absorb the datacenter capacity deployed for the training of frontier models.
- Pierre FerraguÊ
Stargate: Big thinking on the future of AI Infrastructure.
The Stargate announcement – The $500bn datacenter, was the opportunity for us to bring together a number of analyses we have carried out in recent weeks, to understand how the economics of AI Infrastructure will shape up over time. We bring together, in the piece we publish today, an initial perspective, which might be groundbreaking. This work will help us understand how the AI landscape will shape up in the next 2-3 years, expect more from us on that topic in coming weeks and months.
- Wedbush Research
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
REXR REXFORD INDUSTRIAL REALTY INC.
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FR FIRST INDUSTRIAL REALTY TRUST INC.
EGP EASTGROUP PROPERTIES INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
SNOW SNOWFLAKE INC. CLASS A
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
Check Point Software’s 2025 Security Report Finds Alarming 44% Increas...
Check Point Software’s 2025 Security Report Finds Alarming 44% Increase in Cyber-Attacks Amid Maturing Cyber Threat Ecosystem Highlights from the 13th annual report with data from 170 countries, include an analysis on evolving cyber wars, the pervasiveness of ransomware and recommendations for CISOs REDWOOD CITY, Calif., Jan. 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released its annual report, . With an alarming 44% increase in global cyber-attacks year-over-year, the report unveils new cyber trends, emerging threat ac...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
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