reports
Walmart Inc: 1 director
A director at Walmart Inc sold 19,416 shares at 126.706USD 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 sh...
Moody's Ratings affirms Meta's Aa3 senior unsecured rating; outlook st...
Moody's Ratings (Moody's) affirmed Meta Platforms, Inc.'s (Meta) Aa3 long-term issuer rating, Aa3 senior unsecured notes ratings, and (P)Aa3 senior unsecured shelf rating. The outlook remains stable. Our affirmation reflects the company's robust operating performance, strong execution, conservati...
CarMax Launches First-of-Its-Kind Car Shopping and Selling Experience ...
CarMax Launches First-of-Its-Kind Car Shopping and Selling Experience in ChatGPT App Store Retailer brings nationwide inventory and online offer capabilities to OpenAI with the new CarMax App in ChatGPT RICHMOND, VA, Feb. 27, 2026 (GLOBE NEWSWIRE) -- CarMax, Inc. (NYSE: KMX), the nation’s largest retailer of used cars, today announced a first-of-its-kind milestone by becoming the first U.S. auto retailer with an in the ChatGPT app store that supports car shopping. The new online experience allows consumers to search for vehicles, explore listings, and get vehicle value information withi...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: January '26 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
- 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
- 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
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
- 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.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RVMD INC.
OCUP REVOLUTION MEDICINES
AI OCUPHIRE PHARMA INC
SNOW C3.AI
STX SNOWFLAKE INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
TASK THE TRADE DESK
GFS INC.
IONQ TASKUS INC
DBD GLOBALFOUNDRIES INC
EIKN IONQ INC
DIEBOLD NIXDORF INCORPORATED
EIKON THERAPEUTICS INC
- 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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- Pierre FerraguÊ
Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxi...
Today, we are publishing the Ride-sharing and delivery section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Smartphones, Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Ri...
- Michael Piccolo
Daily Recap: WBD/NFLX/PSKY, PYPL, TBCH, HZO, ACA, CRL, GRND, GSK, HOWL...
Turtle Beach Corp. (TBCH - $11.82)Shareholder Files 13D Due to Intention to Engage with Company. Dallas-based Hoak Public Equities, filed a Schedule 13D on February 24, 2026, disclosing an aggregate beneficial ownership of ~5.2% of TBCH with Hoak Public Equities holding ~4.7% (909,055 shares) purch
- Antoine Legault
- Matthew Bryson
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
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
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
- 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
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
- Michael Piccolo
Daily Recap: SSTK/GETY, WBD/NFLX/PSKY, THR/CECO, JACK, PYPL, PENN, MRS...
Warner Bros. Discovery, Inc. (WBD - $28.92) and Netflix Inc. (NFLX - $76.02)Company Confirms Receipt of Revised Acquisition Proposal from Paramount. On February 24, 2026, WBD issued a brief press release confirming it received a revised acquisition proposal from Paramount Skydance (PSKY) to acquire
- Antoine Legault
- Matthew Bryson
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
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
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
- Jonathan Moreland
TYL TYLER TECHNOLOGIES INC.
SBCF SEACOAST BANKING CORPORATION OF FLORIDA
HTGC HERCULES CAPITAL INC.
HCI HCI GROUP INC.
CGNX COGNEX CORPORATION
CAR AVIS BUDGET GROUP INC.
TZOO TRAVELZOO
KYN KAYNE ANDERSON MLP INVESTMENT CO.
ITIC INVESTORS TITLE CO.
HLNE HAMILTON LANE INCORPORATED CLASS A
SSTI SHOTSPOTTER
UBER UBER TECHNOLOGIES INC.
NBR NABORS INDUSTRIES LTD.
RBLX ROBLOX
BLCO BAUSCH + LOMB CORP
CVI CVR ENERGY
GF INC.
THE NEW GERMANY FUND
INC.
- Jonathan Moreland
TYL TYLER TECHNOLOGIES INC.
SBCF SEACOAST BANKING CORPORATION OF FLORIDA
HTGC HERCULES CAPITAL INC.
HCI HCI GROUP INC.
CGNX COGNEX CORPORATION
CAR AVIS BUDGET GROUP INC.
TZOO TRAVELZOO
KYN KAYNE ANDERSON MLP INVESTMENT CO.
ITIC INVESTORS TITLE CO.
HLNE HAMILTON LANE INCORPORATED CLASS A
SSTI SHOTSPOTTER
UBER UBER TECHNOLOGIES INC.
NBR NABORS INDUSTRIES LTD.
RBLX ROBLOX
BLCO BAUSCH + LOMB CORP
CVI CVR ENERGY
GF INC.
THE NEW GERMANY FUND
INC.
- Dan Salmon
AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (G...
Last week, we hosted a very insightful AI Expert Call with Jacqueline Karlin, a seasoned AI and commerce strategist (former AMZN, META, PYPL, EXPE) to discuss agentic commerce, the shift from human discovery, searching and prompting to agent delegation, and implications across the internet ecosystem.
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