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
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
Bed Bath & Beyond, Inc. (BBBY - $5.91)Announces Agreement to Acquire Tokens.com to Launch a Unified Gateway for Real Estate Finance and Tokenized Asset Liquidity. BBBY has signed an agreement to acquire Tokens.com to create a unified investment and personal finance platform that bridges tokeniz
While TSMC has exited the GaN space both VIS and GF have licensed TSMC's 650 and 80V technology. We tend to see GF as more likely to realize greater benefits if GaN demand indeed grows at an accelerated pace, given GF's pre-existing efforts in the space, which TSMC's IP only builds upon. We'd also
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