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Dan Salmon

Dan Salmon

GOOGL Alphabet Inc. C...

Alphabet (Buy, $330 target) Search, Cloud, Capex all well above expect...

In this first take following tonight’s results, we focus on: 1. The true scope of GOOGL’s ambition begins to be revealed 2. Search growth beats expectations, underlining AI’s potential 3. Capex guidance for 2026 significantly outpaces expectations 4. Cloud revenue growth accelerates significantly, margins also well ahead 5. Companywide margins would have beaten ex-Waymo transaction SBC charge

GOOGL ALPHABET INC. CLASS A

2h / 56m 2h / 56m 1 EN

Anish Jog ... (+7)

Anish Jog
Chase Tohanczyn
Daniel Ives
Matthew Weiss
Sam Brandeis
Scott Devitt
Steven Wahrhaftig

CRM Salesforce.com ...
MSFT Microsoft Corpo... ... (+5)

The Software Armageddon is Here; 5 Names to Buy in this "Software Gara...

MSFT - We believe that Microsoft is on its way to accelerating cloud and AI monetization, which is going to comprise a bigger piece of Redmond going forward and will ultimately spur growth and margins over the coming years. While Anthropic has seen significant advancements in model performance and

CRM SALESFORCE.COM INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A

12h / 10m 12h / 10m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | NVDA, GFS, UMC

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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

21h / 3m 21h / 3m 1 EN

Wedbush Research

Wedbush Research

WDC Western Digital...
VRNS Varonis Systems... ... (+28)

Wedbush Morning Call - Feb 04 2026 7:00AM

WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
STAA STAAR SURGICAL CO.
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.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
SMCI SUPER MICRO COMPUTER
FUBO INC.
VRDN FUBOTV
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
GLOBALFOUNDRIES INC

21h / 46m 21h / 46m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

VMW VMware Inc. Cl...
WDC Western Digital... ... (+19)

Both Margins and Sales Expected to Trend Higher

VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

22h / 20m 22h / 20m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+16)

Solid Results; But Higher Expectations

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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

22h / 28m 22h / 28m 1 EN

Michael Piccolo

Michael Piccolo

STAA Staar Surgical ...
GOOGL Alphabet Inc. C... ... (+6)

Daily Recap: TASK, STAA, CCRN, HZO, AES, RNA, ARKO, FUBO, BARK, SITM, ...

TaskUs, Inc. (TASK - $11.11)AI Pivot Underway, We Think Up to the TASK; Mike Piccolo Initiating Coverage at OUTPERFORM with $15 Price Target. We are initiating coverage on TASK with an OUTPERFORM rating and a price target of $15 per share as we believe shares represent an attractive risk/reward opp

STAA STAAR SURGICAL CO.
GOOGL ALPHABET INC. CLASS A
CCRN CROSS COUNTRY HEALTHCARE INC.
MSFT MICROSOFT CORPORATION
FUBO FUBOTV
TASK TASKUS INC

02/03/26 February 3, 2026 1 EN

Wedbush Research

Wedbush Research

WDC Western Digital...
TTWO Take-Two Intera... ... (+38)

Wedbush Morning Call - Feb 03 2026 7:25AM

WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
STAA STAAR SURGICAL CO.
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.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
PLTR INC.
VRDN PALANTIR TECHNOLOGIES
IMNM VIRIDIAN THERAPEUTICS INC
STX IMMUNOME
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
TYRA GLOBALFOUNDRIES INC
SGMT TYRA BIOSCIENCES INC
SAGIMET BIOSCIENCES INC

02/03/26 February 3, 2026 1 EN

Wedbush Research

Wedbush Research

WDC Western Digital...
TTWO Take-Two Intera... ... (+16)

January 2026 Best Ideas List Performance

WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC

02/03/26 February 3, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | NVDA

02/03/26 February 3, 2026 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

IFX INFINEON TECHNO...
TSLA TESLA INC ... (+9)

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

IFX INFINEON TECHNOLOGIES AG
TSLA TESLA INC
ASM ASM INTERNATIONAL N.V.
ASML ASML HOLDING NV
AAPL ASML
MSFT APPLE INC.
LRCX MICROSOFT CORPORATION
AAPL US LAM RESEARCH CORPORATION
APPLE INC