reports
Dan Salmon
- Dan Salmon
Advertising Week Takeaways 2H Ad Trends, CTV Pricing, GOOGL, META, AM...
We had the opportunity to catch up with over a dozen industry contacts and check in on close to 20 panels over the past four days of NYC Advertising Week. In the note, we walk through the top takeaways from our conversations including 2H24 advertising trends, the latest in CTV ad market pricing/supply trends, and views on the potential outcome of the DOJ versus GOOGL Ad Tech case. We also have specific stock takeaways for GOOGL, META, AMZN, TTD, SNAP, PINS, and RDDT.
Antoine Legault ... (+2)
- 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
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Antoine Legault ... (+2)
- 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
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Wedbush Research
- Wedbush Research
MTB
M&T BANK CORPORATION
DPZ DOMINO'S PIZZA INC.
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MFA MFA FINANCIAL INC.
KURA KURA ONCOLOGY INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
ABR ARBOR REALTY TRUST INC.
WD WALKER & DUNLOP INC.
CMA COMERICA INCORPORATED
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
RC READY CAPITAL CORPORATION
COOP MR. COOPER GROUP INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PFSI PENNYMAC FINANCIAL SERVICES INC.
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
RKT ROCKET COMPANIES
IMNM IMMUNOME
WOOF PETCO HEALTH AND WELLNESS
DAWN DAY ONE BIOPHARMACEUTICALS INC
GHLD GUILD HOLDINGS
TNGX TANGO THERAPEUTICS
UWMC INC
TYRA UWM HLDGS CORP
EWTX TYRA BIOSCIENCES INC
RBRK EDGEWISE THERAPEUTICS INC
RUBRIK INC
DPZ DOMINO'S PIZZA INC.
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MFA MFA FINANCIAL INC.
KURA KURA ONCOLOGY INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
ABR ARBOR REALTY TRUST INC.
WD WALKER & DUNLOP INC.
CMA COMERICA INCORPORATED
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
RC READY CAPITAL CORPORATION
COOP MR. COOPER GROUP INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PFSI PENNYMAC FINANCIAL SERVICES INC.
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
RKT ROCKET COMPANIES
IMNM IMMUNOME
WOOF PETCO HEALTH AND WELLNESS
DAWN DAY ONE BIOPHARMACEUTICALS INC
GHLD GUILD HOLDINGS
TNGX TANGO THERAPEUTICS
UWMC INC
TYRA UWM HLDGS CORP
EWTX TYRA BIOSCIENCES INC
RBRK EDGEWISE THERAPEUTICS INC
RUBRIK INC
Kevin Merritt
- Kevin Merritt
MTB
M&T BANK CORPORATION
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
EWTX EDGEWISE THERAPEUTICS INC
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
EWTX EDGEWISE THERAPEUTICS INC
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
Dan Salmon
- Dan Salmon
Daniel Ives ... (+4)
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Antoine Legault ... (+2)
- 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
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
Trade Desk Inc: 1 director
A director at Trade Desk Inc sold/sold after exercising options 400,000 shares at 112.301USD and the significance rating of the trade was 75/100. 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 ...
Dave Nicoski ... (+2)
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
SHAK
SHAKE SHACK INC. CLASS A
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
OCUL OCULAR THERAPEUTIX
HNRG HALLADOR ENERGY CO.
EAT BRINKER INTERNATIONAL INC.
DECK DECKERS OUTDOOR CORPORATION
CSIQ CANADIAN SOLAR INC.
COLL COLLEGIUM PHARMACEUTICAL INC.
CALM CAL-MAINE FOODS INC.
CAKE CHEESECAKE FACTORY INCORPORATED
BBW BUILD-A-BEAR WORKSHOP
ASPN ASPEN AEROGELS
APOG APOGEE ENTERPRISES INC.
AMSC AMERICAN SUPERCONDUCTOR CORP.
ALB ALBEMARLE CORPORATION
AAOI APPLIED OPTOELECTRONICS INC.
COF CAPITAL ONE FINANCIAL CORPORATION
ZUMZ ZUMIEZ INC.
VFC V.F. CORPORATION
CRVS CORVUS PHARMACEUTICALS
DESP DESPEGAR.COM CORP.
FNKO FUNKO CLASS A
AMD ADVANCED MICRO DEVICES INC.
ACMR ACM RESEARCH
PPIH PERMA PIPE INTERNATIONAL HOLDINGS
GLOB GAZIT-GLOBE LTD.
PLMR PALOMAR HOLDINGS
CAPR CAPRICOR THERAPEUTICS
CRMD CORMEDIX INC.
BILL BILL.COM HOLDINGS
ADPT ADAPTIVE BIOTECHNOLOGIES
GII SPDR S&P GLOBAL INFRASTRUCTURE
TVTX TRAVERE THERAPEUTICS INC
VHI VALHI INC.
ALKT ALKAMI TECHNOLOGY INC
SOFI SOFI TECHNOLOGIES INC
EVGO EVGO INC
ENVX ENOVIX CORP
TSE TRINSEO PLC
ASTS AST SPACEMOBILE INC
PLL PIEDMONT LITHIUM INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
FTAI FORTRESS TRANSN & INFRAS INVS LLC
RDW REDWIRE CORP
COYA COYA THERAPEUTICS INC
SKWD SKYWARD SPECIALTY INS GROUP INC
MLYS MINERALYS THERAPEUTICS INC
ELVN IMARA INC
WGS GENEDX HOLDINGS CORP.
KGS KODIAK GAS SERVICES INC
BYRN BYRNA TECHNOLOGIES INC
NMRA NEUMORA THERAPEUTICS INC
ATGL ALPHA TECHNOLOGY GROUP LTD
NGNE NEUROGENE INC
DAVE DAVE INC
LENZ LENZ THERAPEUTICS INC
IBTA IBOTTA INC
FIP FTAI INFRASTRUCTURE INC
CLMT CALUMET INC
NUTX NUTEX HEALTH INC
DOGZ DOGNESS INTERNATIONAL CORP
TECX TD GLOBAL TECHNOLOGY LEADERS CAD HEDGED INDEX ETF
TBNK TD CANADIAN BANK DIVIDEND INDEX ETF
RDDT REDDIT INC
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
OCUL OCULAR THERAPEUTIX
HNRG HALLADOR ENERGY CO.
EAT BRINKER INTERNATIONAL INC.
DECK DECKERS OUTDOOR CORPORATION
CSIQ CANADIAN SOLAR INC.
COLL COLLEGIUM PHARMACEUTICAL INC.
CALM CAL-MAINE FOODS INC.
CAKE CHEESECAKE FACTORY INCORPORATED
BBW BUILD-A-BEAR WORKSHOP
ASPN ASPEN AEROGELS
APOG APOGEE ENTERPRISES INC.
AMSC AMERICAN SUPERCONDUCTOR CORP.
ALB ALBEMARLE CORPORATION
AAOI APPLIED OPTOELECTRONICS INC.
COF CAPITAL ONE FINANCIAL CORPORATION
ZUMZ ZUMIEZ INC.
VFC V.F. CORPORATION
CRVS CORVUS PHARMACEUTICALS
DESP DESPEGAR.COM CORP.
FNKO FUNKO CLASS A
AMD ADVANCED MICRO DEVICES INC.
ACMR ACM RESEARCH
PPIH PERMA PIPE INTERNATIONAL HOLDINGS
GLOB GAZIT-GLOBE LTD.
PLMR PALOMAR HOLDINGS
CAPR CAPRICOR THERAPEUTICS
CRMD CORMEDIX INC.
BILL BILL.COM HOLDINGS
ADPT ADAPTIVE BIOTECHNOLOGIES
GII SPDR S&P GLOBAL INFRASTRUCTURE
TVTX TRAVERE THERAPEUTICS INC
VHI VALHI INC.
ALKT ALKAMI TECHNOLOGY INC
SOFI SOFI TECHNOLOGIES INC
EVGO EVGO INC
ENVX ENOVIX CORP
TSE TRINSEO PLC
ASTS AST SPACEMOBILE INC
PLL PIEDMONT LITHIUM INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
FTAI FORTRESS TRANSN & INFRAS INVS LLC
RDW REDWIRE CORP
COYA COYA THERAPEUTICS INC
SKWD SKYWARD SPECIALTY INS GROUP INC
MLYS MINERALYS THERAPEUTICS INC
ELVN IMARA INC
WGS GENEDX HOLDINGS CORP.
KGS KODIAK GAS SERVICES INC
BYRN BYRNA TECHNOLOGIES INC
NMRA NEUMORA THERAPEUTICS INC
ATGL ALPHA TECHNOLOGY GROUP LTD
NGNE NEUROGENE INC
DAVE DAVE INC
LENZ LENZ THERAPEUTICS INC
IBTA IBOTTA INC
FIP FTAI INFRASTRUCTURE INC
CLMT CALUMET INC
NUTX NUTEX HEALTH INC
DOGZ DOGNESS INTERNATIONAL CORP
TECX TD GLOBAL TECHNOLOGY LEADERS CAD HEDGED INDEX ETF
TBNK TD CANADIAN BANK DIVIDEND INDEX ETF
RDDT REDDIT INC
Antoine Legault ... (+2)
- 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
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
CVBF CVB FINANCIAL CORP.
COLB COLUMBIA BANKING SYSTEM INC.
CATY CATHAY GENERAL BANCORP
CFR CULLEN/FROST BANKERS INC.
BLDR BUILDERS FIRSTSOURCE INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
BDTX BLACK DIAMOND THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
CVBF CVB FINANCIAL CORP.
COLB COLUMBIA BANKING SYSTEM INC.
CATY CATHAY GENERAL BANCORP
CFR CULLEN/FROST BANKERS INC.
BLDR BUILDERS FIRSTSOURCE INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
BDTX BLACK DIAMOND THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
Daniel Ives ... (+6)
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Scott Devitt
- Seth Basham
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
Antoine Legault ... (+2)
- 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
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Dan Salmon
- Dan Salmon
Gen AI Search/Chatbot Ad Monetization Accelerating: GOOGL AIO ads laun...
Yesterday, GOOGL announced that ads inside AI Overviews in Search are going live across the U.S. and new ad units are coming to Google Lens visual search. This came a day after MSFT unveiled a revamped Copilot experience, including changes to the advertising that was first integrated into Copilot over a year ago.
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
2454
MEDIATEK INC.
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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
MTB
M&T BANK CORPORATION
DPZ DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MCD MCDONALD'S CORPORATION
LGIH LGI HOMES INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BIIB BIOGEN INC.
BJRI BJ'S RESTAURANTS INC.
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TVTX TRAVERE THERAPEUTICS INC
WOOF PETCO HEALTH AND WELLNESS
VERA VERA THERAPEUTICS INC
EWTX EDGEWISE THERAPEUTICS INC
DPZ DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MCD MCDONALD'S CORPORATION
LGIH LGI HOMES INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BIIB BIOGEN INC.
BJRI BJ'S RESTAURANTS INC.
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TVTX TRAVERE THERAPEUTICS INC
WOOF PETCO HEALTH AND WELLNESS
VERA VERA THERAPEUTICS INC
EWTX EDGEWISE THERAPEUTICS INC
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