Alphabet (GOOGL, Buy, raising target to $235) We remain well above Str...

Our target price increases to $235 from $210 on mixed estimate changes and rolling forward our valuation to 2026.

Amazon Com Inc: 1 director

A director at Amazon Com Inc sold 4,154,098 shares at 229.719USD 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 clea...

San Francisco Robotaxis Imminent?

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

Wedbush Morning Call - Jul 25 2025 7:02AM

OK Results and Outlook; More Fab Questions Than Answers

Expecting More Good News From the Scottie Scheffler of Software; AI Re...

Google 2Q25: Replatforming at work - AI surging; GCP accelerates; cape...

Google reported 2Q25 yesterday.

America’s AI Action Plan. Our 5 quick takes.

The Trump administration published its AI Action Plan yesterday. Please click the link below to see our summary on the 5 most relevant points for tech infrastructure and the broader AI supply chain.

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

Wedbush Morning Call - Jul 24 2025 7:05AM

Q2 Storage Component Preview - STX, WDC, SNDK & SIMO

Alphabet (GOOGL, Buy, $210 target) Supportive new AI Search disclosure...

In this first take following tonight’s results, we touch on: 1. Strong revenues and more AI disclosure breadcrumbs support valuation 2. Search accelerates to +12% growth, and lots of color on emerging growth areas 3. Cloud revenue growth hits our Street-high 32%, expect that to continue 4. 2026 capex will grow, higher 2025 guidance will likely see META and AMZN follow 5. Quick hits on YouTube, Subscriptions, Margins and AI Coding

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 225,000 shares at 169.870USD 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 s...

AI Juggernaut, OP, $225 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAlphabet delivered strong 2Q results across all segments. Alphabet reported 2Q revenue of $96.4B (+13.8% Y/Y), with growth above Street estimates by ~290bps. Google Services Revenue of $82.5B (+11.7% Y/Y) was above c

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

Daily Views on Tech Headlines

FMS: August 5th-7th in San JoseView: The Future of Memory and Storage Conference (formerly the Flash Memory Summit) takes place in Santa Clara Aug 5th - 7th. We will be hosting in person investor meetings (centered around a full day of meetings on the 6th) both at FMS and at company HQs close to th

What is their ROIC on AI? AMZN steady, upside at GOOGL and META lags i...

We have rolled up all our bottom-up AI analyses into ROIC estimates for GOOGL, AMZN and META through 2030. Key Conclusions: There are three distinct ROI profiles. • AMZN is the only one with positive ROIC today. • GOOGL has the highest ROIC in 2030. • META lags throughout the decade.

Alphabet Inc: 1 director

A director at Alphabet Inc sold 33,566 shares at 185.760USD 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 s...

Daily Views on Tech Headlines