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AMAT Applied Materia...

Applied Materials Inc: 2 directors

Two Directors at Applied Materials Inc sold 4,503 shares at between 377.023USD and 379.160USD. 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 ov...

AMAT APPLIED MATERIALS INC.

02/25/26 February 25, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | HPQ, Foundry, AMD

And, the only downside to the deal in our view are the economics with GMs below corporate average and warrants being granted to Meta (similar to the OpenAI deal) though we'd also note that the warrant grants are predicated in part on AMD's stock performance (as well as Meta purchases).China, Foundry

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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

02/25/26 February 25, 2026 1 EN

Wedbush Research

Wedbush Research

VMW VMware Inc. Cl...
WDC Western Digital... ... (+49)

Wedbush Morning Call - Feb 25 2026 7:06AM

VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM 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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZS ZSCALER INC.
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
BEAM INC.
LRMR BEAM THERAPEUTICS
VRDN LARIMAR THERAPEUTICS INC
PLTK VIRIDIAN THERAPEUTICS INC
DAWN PLAYTIKA HOLDING
XMTR DAY ONE BIOPHARMACEUTICALS INC
STX XOMETRY
GLUE INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
S MONTE ROSA THERAPEUTICS INC
GETY GLOBALFOUNDRIES INC
SENTINELONE INC
GETTY IMAGES HOLDINGS INC

02/25/26 February 25, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

VMW VMware Inc. Cl...
WDC Western Digital... ... (+18)

Are Expectations Too Low?

VMW VMWARE INC. CLASS A
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
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

02/25/26 February 25, 2026 1 EN

PRESS RELEASE

Free

ASML ASML HOLDING NV

ASML publishes 2025 Annual Reports

ASML publishes 2025 Annual Reports ASML publishes 2025 Annual Reports VELDHOVEN, the Netherlands, February 25, 2026 – Today, ASML Holding NV (ASML) has published its 2025 Annual Reports. The 2025 Annual Reports 'Powering technology forward with you', highlight ASML’s commitment to advancing innovation by developing technology that enables more powerful and energy-efficient microchips that have the potential to address some of humanity's toughest challenges. Our ongoing innovation relies on strong partnerships across the global semiconductor ecosystem – together we create sustainable solu...

February 25, 2026 1 EN

PRESS RELEASE

Free

ON ON Semiconducto...

onsemi to Host Financial Analyst Day

onsemi to Host Financial Analyst Day SCOTTSDALE, Ariz., Feb. 24, 2026 (GLOBE NEWSWIRE) -- (the “Company”) (Nasdaq: ) today announced it will host its Financial Analyst Day on September 16, 2026 in New York City, NY. The event will feature presentations from onsemi’s executive leadership team to provide updates on the company strategy, strategic growth initiatives, latest innovations, and its long-term financial plan. Attendance for this event is by invitation only. Invitations and additional information will be sent out at a later date. A copy of the presentation materials and a live w...

February 24, 2026 1 EN

PRESS RELEASE

Free

MU Micron Technolo...

Micron Technology to Report Fiscal Second Quarter Results on March 18,...

Micron Technology to Report Fiscal Second Quarter Results on March 18, 2026 BOISE, Idaho, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal second quarter earnings conference call on Wednesday, Mar. 18, 2026, at 2:30 p.m. Mountain time. The call will be webcast live at . Webcast replays of presentations can be accessed from Micron’s Investor Relations website for approximately one year after the call. About Micron Technology, Inc. Micron Technology, Inc. is an industry leader in innovative memory and storage solutions tr...

February 24, 2026 1 EN

PRESS RELEASE

Free

AMAT Applied Materia...

Applied Materials Awards Suppliers for Outstanding Performance

Applied Materials Awards Suppliers for Outstanding Performance SANTA CLARA, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of Supplier Excellence Awards for contributions made to Applied’s business over the past year. The awards reflect outstanding technical and operational performance in areas including quality, service, sustainability, lead time, delivery, cost and responsiveness. “Applied Materials congratulates our Supplier Excellence Award recipients for their strong performance and execution in an environment where the pace of innov...

February 24, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | AMD, META, IONQ

Axelera AI, Accelerator, Edge: $250M raiseView: Axelera AI has raised an additional $250M (we believe in a Series C round) with participating investors in the latest financing including Blackrock. Axelera's chips are designed for inference, particularly at the edge. The designs appear to built on 1

02/24/26 February 24, 2026 1 EN

Wedbush Research

Wedbush Research

UBI Ubisoft Enterta...
XNCR XENCOR INC. ... (+43)

Wedbush Morning Call - Feb 24 2026 7:10AM

UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BBY BEST BUY CO. INC.
AXTI AXT INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
ORIC INC.
STX ORIC PHARMACEUTICALS
TTD SEAGATE TECHNOLOGY HLDGS PLC
PAY THE TRADE DESK
GFS INC.
JANX PAYMENTUS HLDGS INC
MLTX GLOBALFOUNDRIES INC
GETY JANUX THERAPEUTICS INC
ABVX MOONLAKE IMMUNOTHERAPEUTICS
SYRE GETTY IMAGES HOLDINGS INC
NATL ABIVAX
SPYRE THERAPEUTICS INC.
NCR ATLEOS CORPORATION

02/24/26 February 24, 2026 1 EN

PRESS RELEASE

Free

ASML ASML HOLDING NV

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value16-Feb-2619,343€1,192.43€23,065,11417-Feb-2621,263€1,181.53€25,122,80418-Feb-2620,458€1,220.41€24,967,12319-Feb-2620,314€1,232.30€25,032,93620-Feb-2620,134€1,241.69€25,000,237 ASML’s current share buyback program was announced on 28 January 2026, ...

February 23, 2026 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

INFINEON INFINEON TECHNO...
ADI Analog Devices ... ... (+5)

Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wra...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 7 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ADI ANALOG DEVICES INC.
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
AMD ADVANCED MICRO DEVICES INC.