reports
Cisco Systems Inc: 3 directors
Three Directors at Cisco Systems Inc sold 17,277 shares at between 45.320USD and 45.420USD. The significance rating of the trade was 65/100. 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 ...
- Pierre FerraguÊ
Bible 1Q24 - Service Provider Infrastructure: Approaching the bottom o...
Today, we are publishing the Service Provider Equipment section of our 23rd 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 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, and Enterprise IT. The inventory correction across the industry worsened: fixed and mobile equipment revenues both declined by...
- Wedbush Research
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
RedCap by Solera Selects Uber for Business for Exclusive Rideshare Int...
RedCap by Solera Selects Uber for Business for Exclusive Rideshare Integration, Elevating Transportation Solutions at Car Dealerships Uber for Business to expand its footprint in the automotive industry, with courtesy rides as well as parts delivery through Uber Direct, at up to 5,500 additional dealerships nationwide SAN FRANCISCO, June 13, 2024 (GLOBE NEWSWIRE) -- , Uber’s enterprise arm, today announced it is now the exclusive rideshare solution for , a leading software company enhancing automotive service processes in dealerships nationwide. The new rideshare integration enables Red...
Applied Materials Announces Cash Dividend
Applied Materials Announces Cash Dividend SANTA CLARA, Calif., June 13, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.40 per share payable on the company’s common stock. The dividend is payable on Sept. 12, 2024 to shareholders of record as of Aug. 22, 2024. The cash dividend is a key component of Applied’s capital allocation strategy. In March 2023, Applied announced a 23-percent increase in the quarterly dividend, and in March 2024, Applied announced a 25-percent increase from $0.32 to $0.40 per...
Applied Materials Inc: 1 director
A director at Applied Materials Inc sold 2,500 shares at 221.620USD and the significance rating of the trade was 60/100. 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 c...
- Wedbush Research
Arista Networks Inc: 4 directors
Four Directors at Arista Networks Inc sold after exercising options/sold 7,909 shares at between 293.145USD and 300.400USD. The significance rating of the trade was 83/100. 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 a...
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Moody's Ratings assigns A2 rating to Applied Materials' new senior uns...
Moody's Ratings (Moody's) assigned an A2 rating to Applied Materials Inc.'s (Applied) new senior unsecured notes (New Notes). The A2 rating on Applied's other senior unsecured notes, the P-1 short term rating, and the stable outlook are unchanged. Net proceeds from the New Notes will be used for g...
- Pierre FerraguÊ
Arista Unveils Etherlink AI Networking Platforms
NEW YORK--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leading provider of cloud and , today announced the , designed to deliver optimal network performance for the most demanding AI workloads, including training and inferencing. This press release features multimedia. View the full release here: Arista’s 800G Etherlink™ AI Portfolio (Photo: Business Wire) Powered by new AI-optimized features, the Arista Etherlink AI portfolio supports AI cluster sizes ranging from thousands to 100,000s of XPUs with highly efficient one and 2-tier network topologies that deliver superior application per...
Arista Delivers Holistic AI Solutions in Collaboration with NVIDIA
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET) today announced a technology demonstration of AI Data Centers in order to align compute and network domains as a single managed AI entity, in collaboration with . In order to build optimal generative AI networks with lower job completion times, customers can configure, manage, and monitor AI clusters uniformly across key building blocks including networks, NICs, and servers. This demonstrates the first step in achieving a multi-vendor, interoperable ecosystem that enables control and coordination between AI networking and AI c...
- Pierre FerraguÊ
Bible 1Q24 – Hyperscale & Cloud: Capex keeps revising up, making room ...
Today, we are publishing the Hyperscale & Cloud section of our 23rd 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 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Telecom Equipment, Industrials, PCs, Enterprise IT, and Ride sharing & Delivery. Cloud revenues accelerated further, driven by public c...
- Pierre FerraguÊ
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
V VISA INC. CLASS A
TSCO TRACTOR SUPPLY COMPANY
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FL FOOT LOCKER INC.
FATE FATE THERAPEUTICS INC
EXPE EXPEDIA GROUP INC.
DECK DECKERS OUTDOOR CORPORATION
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AZO AUTOZONE INC.
ARDX ARDELYX INC
AAP ADVANCE AUTO PARTS INC.
KO COCA-COLA COMPANY
TSC TRISTATE CAPITAL HOLDINGS INC
ORLY O'REILLY AUTOMOTIVE INC.
PK PARK HOTELS & RESORTS INC.
CVCO CAVCO INDUSTRIES INC.
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SWTX SPRINGWORKS THERAPEUTICS
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
GDYN GRID DYNAMICS
BDTX BLACK DIAMOND THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
COGT COGENT BIOSCIENCES INC
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
VOR VOR BIOPHARMA
WOOF PETCO HEALTH AND WELLNESS
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
LBPH LONGBOARD PHARMACEUTICALS
FOUR SHIFT4 PAYMENTS
IKNA IKENA ONCOLOGY INC
TCRX TSCAN THERAPEUTICS INC
HOWL WEREWOLF THERAPEUTICS INC
FLYW FLYWIRE CORP
GLUE MONTE ROSA THERAPEUTICS INC
CMPX COMPASS THERAPEUTICS
GMTX GEMINI THERAPEUTICS INC
CINT CI&T INC
YOU CLEAR SECURE INC
TOST TOAST INC
HR HEALTHCARE TRUST OF AMERICA INC.
EWTX EDGEWISE THERAPEUTICS INC
NUVL NUVALENT INC
EMBRAC B EMBRACER GROUP AB
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
WST WEST PHARMACEUTICAL SERVICES INC.
WBA WALGREENS BOOTS ALLIANCE INC
TWI TITAN INTERNATIONAL INC.
SSYS STRATASYS LTD.
PII POLARIS INC.
NDSN NORDSON CORPORATION
MYE MYERS INDUSTRIES INC.
MIDD MIDDLEBY CORPORATION
LEA LEAR CORPORATION
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
DOX AMDOCS LIMITED
CLX CLOROX COMPANY
AGCO AGCO CORPORATION
MG/CN MAGNA INTERNATIONAL INC.
CAH CARDINAL HEALTH INC.
IONS IONIS PHARMACEUTICALS INC.
LEG LEGGETT & PLATT INCORPORATED
MAT MATTEL INC.
PARR PAR PACIFIC HOLDINGS INC
SAM BOSTON BEER COMPANY INC. CLASS A
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
THO THOR INDUSTRIES INC.
THS TREEHOUSE FOODS INC.
CSCO CISCO SYSTEMS INC.
WGO WINNEBAGO INDUSTRIES INC.
BMY BRISTOL-MYERS SQUIBB CO. CEDEAR
SUZBY SUZANO SA
TXG 10X GENOMICS INC CLASS A
LI LI AUTO INC. SPONSORED ADR CLASS A
CRC CALIFORNIA RESOURCES
VRDN VIRIDIAN THERAPEUTICS INC
OI O I GLASS INC COM
OKLO OKLO INC CL A
SJM JM SMUCKER CO COM
- Pierre FerraguÊ
Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expe...
Today, we are publishing the Semicap section of our 23rd 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 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, and Ride sharing & Delivery. Semicap equipment revenues were in line wi...
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