Daily Views on Tech Headlines

Samsung, Memory: Samsung expects CQ3 profit to grow 158% to ~12 Tr Won ($8.5B)View: Samsung yesterday announced its 3Q operating profit is expected to grow ~32% Y/Y to 12.1 trillion won ($8.5B), marking its highest levels since 2Q22 and far exceeding consensus of ~10 trillion won. Although detailed

AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and...

Last week, we hosted the latest edition of our AI Executive Speaker Series with Karan Anand, CEO of Character.ai. The replay is HERE and in the report we cover key takeaways from the conversation, including: 1. Character.ai today & what lies ahead: from AI research to competing with RBLX 2. The ad opportunity & how Character leverage’s GOOGL’s AdMob, APP & META 3. Character’s work with open-source models from META’s Llama to DeepSeek to Qwen 4. Industry AI investment/returns (GOOGL, META, OpenAI...

Daily Views on Tech Headlines

Trump and Xi Shots Across the Bow in AI Arms Race; Buy Tech on Sell-Of...

Daily Views on Tech Headlines

Wedbush Morning Call - Oct 10 2025 6:50AM

Insight Focus on Product Advancements or Fundamentals?

Higher Memory CostsNTAP historically has been somewhat less adept than its peers during periods when memory costs fluctuate.We would not expect any impact on current quarter dynamics or even potentially FQ3 economics given our belief that NTAP pulled some storage purchases forward into CQ2.However,

Amazon (Buy, $270 target) Price increase rejuvenates the AWS bull cas...

AWS has raised publicly-listed Capacity Block pricing on B200 instances, a material and unexpected positive development supporting our above-consensus revenue estimates for AWS.

Daily Views on Tech Headlines

Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details

Oracle AI cloud margins: Much ado about nothing

The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.

Daily Views on Tech Headlines

we see limited impetus for manufacturers to shift lines to alleviate tight conditions (since there is tightness everywhere), a result that we believe will likely prolong shortages for older DRAM parts.Commercial Times, Economic Daily News

Wedbush Morning Call - Oct 08 2025 7:03AM

Takeaways from CTV Ads Call – Amazon, Netflix, and Roku Dominate CTV

Expecting a Robust 3Q Tech Earnings Season to Match the AI Hype; Popco...

AWS/GCP: How long does it take to pay off an XPU?

We take a closer look at how long it takes for AWS and GCP to pay back the investment in both GPUs and custom chips (TPUs and Trainium) on both a revenue and contribution margin basis, using our estimates of per-chip costs and realized pricing for each of AWS and GCP.

GOOGL/AMZN/META: Updated AI D&A and Lower META AI RO

we've updated our bottom-up AI depreciation analysis for GOOGL, AMZN and META following our latest AI capex update (see HERE).

Daily Views on Tech Headlines

OpenAI Partners with AMD and 10% Ownership Stake; Major Moment in AI R...

Daily Views on Tech Headlines

Amazon Com Inc: 1 director

A director at Amazon Com Inc sold 2,500 shares at 217.100USD and the significance rating of the trade was 57/100. 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 ...