Takeaways from Agentic Commerce Advisor Call

ChatGPT is winning share of the discovery phase, but final purchase behaviors remain on merchant-owned sites. According to our expert, the initial industry theory suggested chatbots would benefit from consumer preferences for an experience that handled discovery to purchase within a single flow. La

Daily Views on Tech Headlines | STM, GFS, TSEM, AXTI HPE, Quantum

Net, we would emphasize: 1) the US Government's recognition of the threat quantum computing systems will eventually pose to classical cryptography (as well as current threats from potential bad actors to "harvest now, decrypt later") as well as 2) the apparent need to implement and deploy post-quan

Daily Recap: MDT, WBD/PSKY, BL, CSGP, LULU, RGR, FEC/GPRK, LYV, SHEL, ...

BlackLine, Inc. (BL - $37.14)Announces Cooperation Agreement with Activist; Adding Two Indpependent Directors. BL announced on March 10, 2026, that it has reached a cooperation agreement with activist investor Engaged Capital and is appointing two new independent directors to its board (Storm Dunca

February Sales Review

Wedbush Morning Call - Mar 10 2026 6:55AM

CF Industries Holdings Inc: 7 directors

Seven Directors at CF Industries Holdings Inc sold/sold after exercising options 94,587 shares at between 109.330USD and 119.009USD. The significance rating of the trade was 77/100. 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 tr...

Grasping the AI Infra buildout (VI): Who pays for all these Enterprise...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into who pays for all these Enterprise Cloud AI bills. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this...

Daily Views on Tech Headlines | TXN, Mature Foundry, Nscale, Helium

Wedbush Morning Call - Mar 09 2026 6:49AM

Grasping the AI Infra buildout (V): How can frontier labs fund rising ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into how frontier labs can absorb rising compute costs in 2027 and beyond. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as...

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: AES Andes, Geopark, Ecopetrol, Petrobras, Ero Copper, Rumo, Frontera Energy, Ultrapar

Daily Views on Tech Headlines | NVDA, Foxconn

AUCTUS ON FRIDAY - 06.03.2026

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.22 per share: 3.5x resources estimates increase at Welchau incorporating deeper potential – As expected, prospective resource estimates at Welchau have been upgraded, now incorporating the deeper Duplex Array 2 gas‑condensate interval. The sands in this interval are estimated to contain 165–262 bcf of prospective gas (P50–Pmean), together with 5.8–9.2 mmbbl of associated condensate. Combined pr...

Wedbush Morning Call - Mar 06 2026 7:01AM

Western Digital Corp: 2 directors

Two Directors at Western Digital Corp sold 19,472 shares at between 268.274USD and 270.310USD. 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 ov...

Grasping the AI Infra buildout (IV): How can hyperscalers swallow so m...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into how Hyperscaler P&Ls can absorb 2026 capex, and extend the perspective into the end of the decade. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refinin...

Bible 4Q25 - Industrials: upcycle in full swing

Today, we are publishing the industrials section of our 30th 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. Industrial semiconductor revenue growth accelerated to 23% YoY in 4Q25. Industry commentary points to continued momentum through 2026.

Daily Recap: CCRN, WBD/PSKY, DAWN/JAZZ, FUN, RSVR, TMRC/USAR, TPH, VSC...

Day One Biopharmaceuticals, Inc. (DAWN - $12.87) and Jazz Pharmaceuticals PLC (JAZZ - $188.69)Shares Jump on News Speculation of Potential Acquisition.Yesterday, DAWN shares jumped as much as +30% after a Betaville "Uncooked Alert" was published stating that the company could be acquired by JAZZ. R

Daily Views on Tech Headlines | AVGO, NVDA, INTC

Wedbush Morning Call - Mar 05 2026 6:58AM