NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 12,728 shares at 183.934USD 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...

Daily Views on Tech Headlines | INTC, MU, SNDK

Daily Views on Tech Headlines | MRVL, MCHP, SNDK

PSA Technology: Is Robotics to be Part of the Current Semiconductor Bo...

News that Fanuc (6954 JT) is integrating Nvidia’s (NVDA US) robotic tools into its own software solutions is a reminder that, for all the focus on where large language models like ChatGPT can take us, these solutions remain very much in the virtual realm. The next big breakthrough in AI would come when such models can deliver fully spatially aware, autonomous mobile products, be these self-drive cars or industrial robots, and to do so at a price and quality that is commercially viable. Analysts ...

Wedbush Morning Call - Dec 03 2025 6:52AM

Purefectly as Expected

OpenAI Losing the Lead to Google? Implications for Microsoft

The release of Gemini 3 has triggered a wave of strong reception across the industry. Please click the link for our thoughts on what this means for Microsoft.

Daily Views on Tech Headlines | AMD, MRVL, NVDA, SNPS

Bible 3Q25 - Smartphones: Still no recovery in sight. 2026 guided to a...

Today, we are publishing the Smartphones section of our 29th 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 weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Ship...

Bible 3Q25 – Ride-sharing & Delivery: Growth accelerating; margin expa...

Today, we are publishing the Ride-sharing and delivery section of our 29th 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 weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Bookings across...

TPU v7 vs. Blackwell & Rubin: what we know so far about efficiency.

We published earlier this year an analysis comparing efficiency of GPUs and TPUs. Today, we extend the analysis to TPU v7 (Trillium) and Nvidia Rubin.

5 Things to Know in Investing This Week - The AI Agents are Replacing ...

Daily Views on Tech Headlines | INTC, AAPL, MU, UMC

Wedbush Morning Call - Dec 01 2025 7:00AM

Generally Positive Expectations Heading into Q3 Earnings

PSA Autos / New Mobility: Automakers - No Reprieve in FY25 H2

After the generally poor FY25 HI results posted by Japan's auto assemblers, what will the H2 picture look like? In this report, Julie Boote discusses the key earnings drivers and the outlook for individual assemblers; she concludes that FY25 will not be good, after what was an unsatisfactory FY24.

Daily Views on Tech Headlines | Kioxia, SNDK

Kioxia, SNDK: US, Japan rumored to be mulling joint NAND fabView: Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the US are considering a public/private plan to establish a NAND flash fab in the US, with Kioxia and SNDK viewed as potential lead investors.With NAND supply t

BE Semiconductor Industries/Order momentum building up/BUY

Beyond an eventual cyclical recovery, we remain highly positive on BESI's long-term hybrid bonding opportunity. We expect industry-wide adoption of chiplet architecture over the coming years, which should drive significant demand for hybrid bonding. BESI is well positioned to maintain its leadership in this space. We reiterate our Buy rating and slightly increase our target price to €155 per share.