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Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
  • Wedbush Research
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

WEDBUSH REMINDER | Q&A with Yuanta Supply Chain Analyst | Call Starts ...

Airoha Technology Corp 6526, ASE Technology Holding 3711, United Microelectronics 2303, MediaTek Inc 2454, Amkor Technology Inc AMKR, Intel Corp INTC, Taiwan Semiconductor 2330, Fitipower Integrated Tech 4961, ASMedia Technology Inc 5269, Raydium Semiconductor 3592, and Parade Technologies Ltd 4966

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

WEDBUSH INVITE | Expert Call: State of the ATM Market | Monday 8/25 at...

Under his leadership, FCTI transformed its operations by reducing expenses, modernizing technology platforms, and launching innovative cash-in/cash-out and managed services.Earlier in his career, Wayne spent almost 20 years at Citibank, where he led the Global ATM business in over 40 countries, inc

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

WEDBUSH INVITE | Q&A with Yuanta Supply Chain Analyst | Tomorrow 8am E...

Airoha Technology Corp 6526, ASE Technology Holding 3711, United Microelectronics 2303, MediaTek Inc 2454, Amkor Technology Inc AMKR, Intel Corp INTC, Taiwan Semiconductor 2330, Fitipower Integrated Tech 4961, ASMedia Technology Inc 5269, Raydium Semiconductor 3592, and Parade Technologies Ltd 4966

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 150,000 shares at 180.790USD and the significance rating of the trade was 67/100. 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 clearly s...

 PRESS RELEASE

NVIDIA Blackwell Architecture Comes to GeForce NOW

NVIDIA Blackwell Architecture Comes to GeForce NOW News Summary: The NVIDIA Blackwell architecture is coming to GeForce NOW in the platform’s biggest update yet, delivering NVIDIA GeForce RTX 5080-class GPUs to the cloud, including NVIDIA DLSS 4 Multi-Frame Generation for streaming up to 5K resolution at 120 frames per second, new AI-powered features and more.The GeForce NOW game library will double to over 4,500 titles with the launch of Install-to-Play, allowing members to access more of their PC collections, along with upcoming AAA games launching in the cloud.A new Cinematic Quality St...

Pierre FerraguÊ
  • Pierre FerraguÊ

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

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 9 names we followed last week, follow the link below.

Nvidia & AMD: What next after the recent rally?

Nvidia and AMD’s stocks are up 1.9x and 2.4x since early April, vs. the SOXX up 1.6x. In this analysis, we evaluate how much upside there is left for both names.

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