reports
- Pierre FerraguÊ
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
HNSA HANSA BIOPHARMA AB
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
ALCC GLOBALFOUNDRIES INC
GETY ALTC ACQUISITION CORP
MAZE GETTY IMAGES HOLDINGS INC
TRAX V MAZE THERAPEUTICS INC
FIRST TRACKS BIOTHERAPEUTICS 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Gary Brode
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Initiating on ORCL; Early Innings of a Backlog-Driven AI Expansion Cyc...
Table of ContentspagebreakKey CatalystsContinued RPO Growth and Conversion: Further large-scale AI contract wins and the steady conversion of the $553 billion backlog into recognized revenue will be a primary driver, with the company expecting to recognize 12% over the next twelve months.Execution
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
- Dan Salmon
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | Memory, INTC
Samsung, NAND: Xi'an transition slows bit outputView: Chosun Biz suggests that process upgrades at Xi'an (moving from 1289 layer NAND to newer nodes) are weighing on total output (even if the shift to higher layer counts eventually should yield greater bit output).With NAND supply already unsustain
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
IONQ GLOBALFOUNDRIES INC
IONQ INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
TSLA 1Q26; Autonomous Roadmap Looks Good, Capex Ramp a Good (Not a Bad...
A Closer Look at FY1Q26 (March) ResultsRevenueTotal revenue of $22.39 billion (up 16% y/y) came in just above the Street’s $22.10 billion estimate as deliveries of 358.0k came below the Street’s estimate of 365.6k due to a decrease in vehicle deliveries and lower regulatory credit revenue while see
- Antoine Legault
- Matthew Bryson
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
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
SMCI SUPER MICRO COMPUTER
APRE INC.
IDYA APREA THERAPEUTICS
RVMD IDEAYA BIOSCIENCES
BDTX REVOLUTION MEDICINES
ORIC BLACK DIAMOND THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
COGT ZENTALIS PHARMACEUTICALS
IMNM COGENT BIOSCIENCES INC
NUVB IMMUNOME
CGEM NUVATION BIO INC (A)
FHTX CULLINAN ONCOLOGY INC
TNGX FOGHORN THERAPEUTICS
STX TANGO THERAPEUTICS
GLUE INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
CMPX MONTE ROSA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
TYRA COMPASS THERAPEUTICS
SOUN GEMINI THERAPEUTICS INC
NUVL TYRA BIOSCIENCES INC
CRBP SOUNDHOUND AI INC
SYRE NUVALENT INC
BCAX CORBUS PHARMACEUTICALS HOLDINGS INC.
TLX SPYRE THERAPEUTICS INC.
CBIO BICARA THERAPEUTICS INC.
BBOT TELIX PHARMACEUTICALS LIMITED
EIKN CRESCENT BIOPHARMA INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
EIKON THERAPEUTICS INC
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
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
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SMCI SUPER MICRO COMPUTER
PASG INC.
TVTX PASSAGE BIO
SANA TRAVERE THERAPEUTICS INC
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
GFS TSCAN THERAPEUTICS INC
ARTV GLOBALFOUNDRIES INC
SYRE ARTIVA BIOTHERAPEUTICS INC
USAR SPYRE THERAPEUTICS INC.
TRAX V USA RARE EARTH INC
FIRST TRACKS BIOTHERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
1Q Preview; Expect Good Big Tech Earnings as AI Revolution Accelerates
AAPLWith Cook leaving as CEO this will be a monumental conference call for Apple. Investors will be laser focused on Cook's comments around leaving and breadcrumbs around the much anticipated AI strategy now under Ternus. Back to numbers, Apple will announce its FY2Q26 (March) results on April 30th
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
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