reports
- Dan Salmon
AMZN: OpenAI deal expands AWS top model offerings
OpenAI and AWS have agreed to expand their existing $38B agreement by $100B over eight years, including a commitment to “consume 2 gigawatts of Trainium capacity”. AMZN will be making a $50B investment in OpenAI as one of multiple investors, at a $730B pre-money valuation.
- 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
- Pierre FerraguÊ
The Citrini report: a revival of Marxism.
The Citrini report is an interesting thought experiment. It qualifies fully as neo-marxist, calling for the tendency of profit rates to fall. Like Marx 165 years ago, the authors are nevertheless getting a couple of things wrong. Click the link below for our thoughts and our perspective on the matter.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ARM APPLE INC.
AAPL US ARM HOLDINGS PLC
APPLE INC
Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution Industry’s first 3.5D Face-to-Face (F2F) technology enables large-scale integration of XPUs delivering breakthrough performance, efficiency and scalability for AI clusters PALO ALTO, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced it has begun shipping the industry’s first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform. ...
- Pierre FerraguÊ
- 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
DBD GLOBALFOUNDRIES INC
DIEBOLD NIXDORF INCORPORATED
- 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
NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026
NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026 Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year agoRecord quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year agoRecord full-year revenue of $215.9 billion, up 65% SANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% from a year ago. For fiscal 2026, revenue was $215.9 billion, up 65% ...
- 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
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Summary of Anthropic Product Event; Competition Risk to Software Overb...
Valuation Compression is Disconnected from Forward Earnings Risk. The magnitude of multiple contractions implies structural revenue impairment. Yet there is no evidence of customer churn acceleration, budget freezes, or competitive displacement in reported results The market is reacting to demo ris
- 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
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