reports
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | GOOGL
Finally, we'd note we see both Phison and SIMO as significant beneficiaries of such a shift, given the need to manage NAND storage, and China's less competitive positioning in the NAND controller space (and likely some reluctance from Western brands to use Chinese built controllers, even for SKUs a
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- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Solidifying Its Future; Outperform, $370 PT
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAlphabet reported strong 4Q results. Revenue of $113.8B (+18.0% Y/Y) exceeded St. expectations for the quarter by ~2%, led by strong Cloud momentum and advertising trends. Google Cloud revenue delivered Y/Y revenue g
- Dan Salmon
Alphabet (Buy, $330 target) Search, Cloud, Capex all well above expect...
In this first take following tonight’s results, we focus on: 1. The true scope of GOOGL’s ambition begins to be revealed 2. Search growth beats expectations, underlining AI’s potential 3. Capex guidance for 2026 significantly outpaces expectations 4. Cloud revenue growth accelerates significantly, margins also well ahead 5. Companywide margins would have beaten ex-Waymo transaction SBC charge
- Antoine Legault
- Matthew Bryson
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- Michael Piccolo
Daily Recap: TASK, STAA, CCRN, HZO, AES, RNA, ARKO, FUBO, BARK, SITM, ...
TaskUs, Inc. (TASK - $11.11)AI Pivot Underway, We Think Up to the TASK; Mike Piccolo Initiating Coverage at OUTPERFORM with $15 Price Target. We are initiating coverage on TASK with an OUTPERFORM rating and a price target of $15 per share as we believe shares represent an attractive risk/reward opp
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- Antoine Legault
- Matthew Bryson
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- Anish Jog
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- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | SNDK, NVDA
While TSMC has exited the GaN space both VIS and GF have licensed TSMC's 650 and 80V technology. We tend to see GF as more likely to realize greater benefits if GaN demand indeed grows at an accelerated pace, given GF's pre-existing efforts in the space, which TSMC's IP only builds upon. We'd also
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- Dan Salmon
- Michael Piccolo
Daily Recap: PANW/CYBR, CTRA/DVN, FOLD/BMRN, GPRK, GME, SPSC, WBD/NFLX...
Coterra Energy Inc. (CTRA - $28.06) and Devon Energy Corp. (DVN - $39.94)News Reports Companies Near Potential Tie-Up to Create $60 Billion US Shale Group. According to the Financial Times, CTRA and DVN are in advanced talks about a combination that would create one of the largest oil and natural g
- Antoine Legault
- Matthew Bryson
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INOD INNODATA
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- Pierre FerraguÊ
- Michael Piccolo
Daily Recap: WBD/NFLX, ALKT, VSEC, IP, MOD/THRM, JOBY, INMD, AES, HON,...
Warner Bros. Discovery, Inc. (WBD - $27.98) and Netflix Inc. (NFLX - $84.64)News Reports Paramount Is Not Prepared to Bid Higher. According to Variety, David Ellison's Paramount Skydance (PSKY) has pursued a hostile $30-per-share all-cash takeover bid for WBD (total enterprise value of $108.4 billi
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