Walmart Inc: 1 director

A director at Walmart Inc sold 19,416 shares at 103.213USD 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 sh...

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...

Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...

Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, ...

Today, we are publishing the PCs section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming days we will publish sections on Enterprise IT and Foundry. PC revenue growth remained strong, but broad-based concerns around pull-ins, and a weak Windows 10/AI PC refresh cycle point to a slowe...

Wedbush Morning Call - Sep 08 2025 6:54AM

Market Poised for Additional Gains; Liquidity Still Fueling Growth

Best Buy Co Inc: 1 director

Two Directors at Best Buy Co Inc sold/gave away 200,331 shares at between 0.000USD and 74.072USD. 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...

Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekl...

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 9 names we followed last week, follow the link below.

Wedbush Morning Call - Aug 29 2025 6:57AM

2Q26 Review: Gaming, PC, & Mobile Lift Q2; Consumer Caution Weighs on ...

Wedbush Morning Call - Aug 22 2025 6:54AM

2Q25 Preview: Expect Slight Beat Driven By Switch 2; Outlook Remains C...

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Walmart Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 23 July 2025 in which we reassessed the appropriateness of the ratings in the context of the r...

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Target Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 11 June 2025 in which we reassessed the appropriateness of the ratings in the context of...

Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slig...

Today, we are publishing the PC section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming days we will publish a section on Enterprise IT, followed by the full Bible. PC pull-ins noted across major OEMs, outlook uncertain for rest of the year. The Windows 10 & AI PC refresh cycle remai...

Target Corp: 1 director

A director at Target Corp sold 45,000 shares at 96.177USD and the significance rating of the trade was 70/100. 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 sho...

Wedbush Morning Call - May 30 2025 7:01AM

1Q25 Review: Mixed 1Q While Guidance Better Than Feared

Kevan's Departure a Lone Red Flag in a Field of Green