reports
- Pierre FerraguÊ
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...
- Pierre FerraguÊ
Oracle RPOs: Beginning of the bubble... or beginning of the AI era?
Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.
TransUnion Report Finds More Consumers Likely Self-Reporting Rent Paym...
TransUnion Report Finds More Consumers Likely Self-Reporting Rent Payments in 2025 New order from Federal Housing Finance Agency creates pathway from on-time rent payments to homeownership CHICAGO, Sept. 10, 2025 (GLOBE NEWSWIRE) -- The number of consumers whose rent payments are reported to credit reporting agencies rose to 13% in 2025, up from 11% in 2024, according to a new TransUnion (NYSE: TRU) report. This trend may gain momentum after the announcement of a policy from the Federal Housing Finance Agency (FHFA) that will make it easier for rent payments to help consumers qualify fo...
Transunion: 1 director
A director at Transunion sold 5,337 shares at 90.010USD and the significance rating of the trade was 61/100. 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 showi...
Hewlett Packard Enterprise Co: 1 director
A director at Hewlett Packard Enterprise Co sold 83,334 shares at 24.040USD and the significance rating of the trade was 68/100. 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...
TransUnion to Present at 2025 Barclays Global Financial Services Confe...
TransUnion to Present at 2025 Barclays Global Financial Services Conference CHICAGO, Sept. 03, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that Chris Cartwright, President and CEO, will present at the Barclays Global Financial Services Conference on Tuesday, September 9, 2025. The presentation is scheduled to begin at 9:30 a.m. CT (10:30 a.m. ET). A live webcast of the presentations will be made available on the TransUnion Investor Relations website at /tru. A replay will also be available on the company’s website following the conclusion of the presentation. ...
- Jonathan Moreland
TPVG TRIPLEPOINT VENTURE GROWTH BDC CORP
TNDM TANDEM DIABETES CARE INC
RYAM RAYONIER ADVANCED MATERIALS INC
OPK OPKO HEALTH INC.
NEO NEOGENOMICS INC.
MTDR MATADOR RESOURCES COMPANY
KURA KURA ONCOLOGY INC.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
ICUI ICU MEDICAL INC.
EMN EASTMAN CHEMICAL COMPANY
EIG EMPLOYERS HOLDINGS INC.
D DOMINION ENERGY INC
COTY COTY INC. CLASS A
CNC CENTENE CORPORATION
CHD CHURCH & DWIGHT CO. INC.
ARW ARROW ELECTRONICS INC.
ALGN ALIGN TECHNOLOGY INC.
UPS UNITED PARCEL SERVICE INC. CLASS B
AROW ARROW FINANCIAL CORP.
KODK EASTMAN KODAK CO
AAOI APPLIED OPTOELECTRONICS INC.
ADC AGREE REALTY CORPORATION
HTLD HEARTLAND EXPRESS INC.
BSM BLACK STONE MINERALS LP
VVV VALVOLINE INC.
GBLI GLOBAL INDEMNITY PLC
FTV FORTIVE CORP.
SMRT SMARTSPACE SOFTWARE
CCEL CRYO-CELL INTERNATIONAL
SONO SONOS
ESTA ESTABLISHMENT LABS HOLDINGS
WU THE WESTERN UNION COMPANY
TROX TRONOX HOLDINGS PLC
LUMN LUMEN TECHNOLOGIES INC.
VTRS VIATRIS INC
ENVX ENOVIX CORP
PTLO PORTILLOS INC
EBC EASTERN BANKSHARES INC
MSDL MORGAN STANLEY DIRECT LENDING
BKKT BAKKT HOLDINGS INC.
FIP FTAI INFRASTRUCTURE INC
MRAI MARPAI
MDRR INC.
BOOM MEDALIST DIVERSIFIED REIT INC.
EFOI DYNAMIC MATERIALS CORPORATION
STSS ENERGY FOCUS INC.
SHARPS TECHNOLOGY INC.
TransUnion Analysis Finds Rise in Consumer Payment-to-Income Ratios is...
TransUnion Analysis Finds Rise in Consumer Payment-to-Income Ratios is a Clear Indicator for Potential Mortgage Delinquency Increases CHICAGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Serious consumer-level delinquency rates (60+ DPD) for mortgage loans—while still at historically low levels—have gradually risen from 0.89% in Q2 2023 to 1.14% in Q2 2024 and 1.27% in Q2 2025. As mortgage delinquency levels have risen, a (NYSE: TRU) highlights the direct correlation between payment-to-income (PTI) ratios and mortgage delinquency. PTI compares a borrower’s monthly debt obligations to their gros...
- Wedbush Research
- Matthew Weiss
- Scott Devitt
Now Arriving: August '25 Online Travel Trends
Key Findings:US hotel RevPAR growth averaged -1.4% Y/Y in July, decelerating ~100bps from 2Q. RevPAR growth has been slightly negative the last two months after flat growth in May and April. Through the first three weeks of August, US hotel RevPAR growth has stabilized, averaging -1% Y/Y.Internatio
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
- Matthew Weiss
- Scott Devitt
Counting Clicks: July '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
Expedia Group Inc: 1 director
A director at Expedia Group Inc sold 3,000 shares at 207.776USD and the significance rating of the trade was 63/100. 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 clear...
TransUnion Finds U.S. Consumer Credit Market Showing Signs of Stabilit...
TransUnion Finds U.S. Consumer Credit Market Showing Signs of Stability and Measured Growth at Mid-Point of 2025 Q2 2025 TransUnion Credit Industry Insights Report explores the latest credit trends CHICAGO, Aug. 14, 2025 (GLOBE NEWSWIRE) -- American consumers are exhibiting steady and disciplined credit behavior, with signs of stabilization and measured growth across key lending categories—even as they continue to navigate a complex economic landscape. These insights come from TransUnion’s (NYSE: TRU) newly released , which highlights steady and measured credit usage. While credit card ...
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- Matthew Weiss
- Scott Devitt
2Q25 Postmortem: Sentiment Guide Following Results
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
Canadian Credit Market Shows Signs of Recovery as New Mortgages Rise 5...
Canadian Credit Market Shows Signs of Recovery as New Mortgages Rise 51% Year-Over-Year Key findings from TransUnion report: Inflation continues to be a key driver of the growth in consumer balances over the last three years, with average non-mortgage balances rising 10% since 2022Home affordability remains a challenge as average new mortgage sizes climbed 6.9% year-over-year, driven by renewed housing demandRegional disparities in cost of living and wage growth contributed to varying delinquency trends across Canadian provinces; Alberta saw the highest level of serious delinquency (90+ da...
Eaton Corp Plc: 2 directors
A director at Eaton Corp Plc maiden bought 100 shares at 361.000USD and the significance rating of the trade was 53/100. 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...
TransUnion Finds Auto Insurance Shopping Peaked in March and Remained ...
TransUnion Finds Auto Insurance Shopping Peaked in March and Remained Elevated Throughout Q2 2025 Targeted marketing will be critical to retention and acquisition efforts as carriers compete for increasingly mobile customers CHICAGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Auto insurance shopping in Q2 2025 increased 18% compared to the same period in 2024. Home insurance shopping was up 9% year over year, according to TransUnion (NYSE: TRU) research. Looking at the first half of 2025, the year-over-year increase in auto insurance shopping activity appeared to achieve a near-term peak in Mar...
TransUnion Declares Second Quarter 2025 Dividend of $0.115 per Share
TransUnion Declares Second Quarter 2025 Dividend of $0.115 per Share CHICAGO, Aug. 08, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that its Board of Directors declared a cash dividend of $0.115 per share for the second quarter 2025. The dividend will be payable on September 8, 2025, to shareholders of record on August 22, 2025. About TransUnion (NYSE: TRU) TransUnion is a global information and insights company with over 13,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We...
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