reports
- Pierre FerraguÊ
Grasping the AI Infra buildout (I): Who builds what, for whom?
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 the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We kick things off with the baseline: Who builds what, for whom? Enjoy, and stay tuned for the rest of the series.
Intuitive Expands Investment and Footprint in Europe
Intuitive Expands Investment and Footprint in Europe Company begins direct operations in Italy, Spain, Portugal, Malta, San Marino, and associated territories SUNNYVALE, Calif., March 02, 2026 (GLOBE NEWSWIRE) -- Intuitive (NASDAQ:ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced the completion of its acquisition of the da Vinci and Ion distribution business operated by ab medica, Abex, Excelencia Robótica, and their affiliates. The completion marks the formal expansion of Intuitive’s direct operations in Europe, e...
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
OCUP LARIMAR THERAPEUTICS INC
PRAX OCUPHIRE PHARMA INC
COGT PRAXIS PRECISION MEDICINES
U COGENT BIOSCIENCES INC
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
PLTK VIRIDIAN THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
RBLX NUVATION BIO INC (A)
DAWN ROBLOX
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
HOWL INC
APP SEAGATE TECHNOLOGY HLDGS PLC
TTD WEREWOLF THERAPEUTICS INC
QUBT APPLOVIN CORP
GFS THE TRADE DESK
GMTX INC.
TYRA QUANTUM COMPUTING INC
EWTX GLOBALFOUNDRIES INC
SLDB GEMINI THERAPEUTICS INC
DDI TYRA BIOSCIENCES INC
APGE EDGEWISE THERAPEUTICS INC
EMBRAC B SOLID BIOSCIENCES INC
DNTH DOUBLEDOWN INTERACTIVE CO LTD
CART APOGEE THERAPEUTICS INC
NATL EMBRACER GROUP AB
CGON DIANTHUS THERAPEUTICS INC
ORKA MAPLEBEAR INC.
BCAX NCR ATLEOS CORPORATION
ZBIO CG ONCOLOGY INC
TLX ORUKA THERAPEUTICS INC
MAZE BICARA THERAPEUTICS INC.
JBIO ZENAS BIOPHARMA INC.
TELIX PHARMACEUTICALS LIMITED
MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
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 Booking Holdings Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 24 February 2026 in which we reassessed the appropriateness of the ratings in the con...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: January '26 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
CART MAPLEBEAR INC.
Blackrock Inc: 1 director
A director at Blackrock Inc sold 2,385 shares at 1,083.350USD 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...
Sun Communities, Inc. to Present at the Citi 2026 Global Property CEO ...
Sun Communities, Inc. to Present at the Citi 2026 Global Property CEO Conference Southfield, MI, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust ("REIT") that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities, today announced that Charles Young, Chief Executive Officer, will present at the 2026 Citi Global Property CEO Conference in Hollywood, Florida, on Monday, March 2, 2026, at 1:30 p.m. Eastern Standard Time. For investors interested in listening to the ...
- Pierre FerraguÊ
The Citrini report: a revival of Marxism.
The Citrini report is an interesting thought experiment. It qualifies fully as neo-marxist, calling for the tendency of profit rates to fall. Like Marx 165 years ago, the authors are nevertheless getting a couple of things wrong. Click the link below for our thoughts and our perspective on the matter.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ARM APPLE INC.
AAPL US ARM HOLDINGS PLC
APPLE INC
Southern Co: 1 director
A director at Southern Co sold/sold after exercising options 5,123 shares at 95.150USD and the significance rating of the trade was 52/100. 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 t...
- Pierre FerraguÊ
Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxi...
Today, we are publishing the Ride-sharing and delivery 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. In the coming weeks we will publish sections on Smartphones, Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Ri...
CF Industries Holdings Inc: 1 director
A director at CF Industries Holdings Inc sold 111,890 shares at 100.249USD and the significance rating of the trade was 73/100. 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 ...
Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Pro...
Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026 Net Income per Diluted Share of $0.99 for the Fourth Quarter and $10.84 for the Full Year of 2025 Core FFO per Share of $1.40 for the Fourth Quarter and $6.68 for the Full Year of 2025 North America Same Property NOI increased by 7.9% for the Fourth Quarter and 5.7% for the Full Year of 2025 Acquired 14 MH and RV Communities for $457.0 million and Distributed Over $1.5 Billion of Capital to Shareholders, Inclusive of Cash Distribu...
BlackRock® Canada Announces Final February Cash Distributions for the ...
BlackRock® Canada Announces Final February Cash Distributions for the iShares® Premium Money Market ETF TORONTO, Feb. 23, 2026 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the final February 2026 cash distributions for the iShares Premium Money Market ETF. Unitholders of record on February 24, 2026 will receive cash distributions payable on February 27, 2026. Details regarding the final “per unit” distribution amounts are as follows: Fund NameFund Ticker Cash Distri...
Occidental Announces Cash Tender Offers and Consent Solicitations for ...
Occidental Announces Cash Tender Offers and Consent Solicitations for Certain of its Senior Notes and Debentures HOUSTON, Feb. 19, 2026 (GLOBE NEWSWIRE) -- (NYSE: OXY) today announced that it has commenced offers to purchase for cash (collectively, the “Tender Offers” and each a “Tender Offer”) its outstanding senior notes and debentures listed in the table below and Consent Solicitations (as defined below) with respect to certain series of such senior notes and debentures, upon the terms and conditions described in Occidental’s Offer to Purchase and Consent Solicitation Statement, dated...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
STX DOORDASH
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
The AI Agent Debate Persists; Outperform, $5,300 PT
Figure 1. 4Q25 ResultsSources: Company reports, Wedbush estimates, FactSet consensus4Q results were ahead of expectations. Gross bookings of $43.0B (+15.9% Y/Y) in the quarter were ahead of consensus of $42.0B (+13.1% Y/Y) by ~3% and exceeded the high end of management's guidance range (+11% to +13
Occidental Announces Fourth Quarter 2025 Results
Occidental Announces Fourth Quarter 2025 Results HOUSTON, Feb. 18, 2026 (GLOBE NEWSWIRE) -- (NYSE: OXY) today announced its fourth quarter 2025 financial results. The earnings release and accompanying financial schedules can be accessed via the section of the company’s website at . The earnings release is also available on the U.S. Securities and Exchange Commission’s website at sec.gov. The company will hold a conference call to discuss the results on Thursday, February 19, 2026, at 1 p.m. Eastern/12 p.m. Central. The conference call may be accessed by calling 1-866-871-6512 (internat...
Sun Communities, Inc. Announces Distribution Increase
Sun Communities, Inc. Announces Distribution Increase Southfield, MI, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust (“REIT”) that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities, today announced that its Board of Directors approved an increase in its quarterly distribution rate to $1.12 per common share and unit, representing an increase of $0.08 per share, or approximately 8%, over the prior quarterly rate of $1.04 per common share and unit. The new qu...
- Pierre FerraguÊ
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