reports
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
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.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
PTGX PROTAGONIST THERAPEUTICS
CVNA CARVANA CO. CLASS A
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
ORIC REVOLUTION MEDICINES
ZNTL ORIC PHARMACEUTICALS
COGT ZENTALIS PHARMACEUTICALS
DASH COGENT BIOSCIENCES INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
RBLX NUVATION BIO INC (A)
CGEM ROBLOX
FHTX CULLINAN ONCOLOGY INC
STX FOGHORN THERAPEUTICS
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
NUVL GLOBALFOUNDRIES INC
CART NUVALENT INC
TLX MAPLEBEAR INC.
BBOT TELIX PHARMACEUTICALS LIMITED
EIKN BRIDGEBIO ONCOLOGY THERAPEUTICS INC
EIKON THERAPEUTICS INC
- Michael Piccolo
Daily Recap: KMX, IBM, FUN, UL, JHG/VCTR, DIS, LULU, 9104, OSUR, PERF,...
International Business Machines Corp. (IBM - $256.11)News Reports CEO Sees More AI Deals in Friendlier Regulatory Climate.According to Bloomberg, IBM's CEO Arvind Krishna signaled on March 17, 2026, that the company intends to continue pursuing M&A in AI and hybrid cloud, citing a materially mo
- Wedbush Research
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
OCUP INC.
FHTX OCUPHIRE PHARMA INC
STX FOGHORN THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
GETY CI&T INC
SLDB GETTY IMAGES HOLDINGS INC
DNTH SOLID BIOSCIENCES INC
SERV DIANTHUS THERAPEUTICS INC
VOYG SERVE ROBOTICS INC
VOYAGER TECHNOLOGIES INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
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...
- Pierre FerraguÊ
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...
- Pierre FerraguÊ
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...
- Pierre FerraguÊ
Grasping the AI Infra buildout (III): Who will pay for cloud?
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 will try to address all these questions in a series of one-sliders. We follow-up today with the third analysis. 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 work.
- Pierre FerraguÊ
Grasping the AI Infra buildout (II): How is it financed?
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 follow-up today with the second analysis.
- 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.
- Jonathan Moreland
VNO VORNADO REALTY TRUST
TYL TYLER TECHNOLOGIES INC.
TBI TRUEBLUE INC.
REXR REXFORD INDUSTRIAL REALTY INC.
PODD INSULET CORPORATION
NEU NEWMARKET CORPORATION
MYGN MYRIAD GENETICS INC.
MSCI MSCI INC. CLASS A
LXRX LEXICON PHARMACEUTICALS INC.
HUM HUMANA INC.
HMN HORACE MANN EDUCATORS CORPORATION
HCI HCI GROUP INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
CEVA CEVA INC.
CAR AVIS BUDGET GROUP INC.
OFIX ORTHOFIX INTERNATIONAL N.V.
WY WEYERHAEUSER COMPANY
TZOO TRAVELZOO
FIVN FIVE9 INC.
PRU PRUDENTIAL PLC
SAH SONIC AUTOMOTIVE INC. CLASS A
SXC SUNCOKE ENERGY INC.
WINA WINMARK CORP.
ITIC INVESTORS TITLE CO.
GGT THE GABELLI MULTIMEDIA TRUST
CNDT CONDUENT INC.
HLNE HAMILTON LANE INCORPORATED CLASS A
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SSTI SHOTSPOTTER
KKR KKR & CO. INC.
BOTJ BANK OF THE JAMES FINANCIAL GROUP INC.
UBER UBER TECHNOLOGIES INC.
AVTR AVANTOR
VERX INC.
BIGC VERTEX
NBR INC.
SLQT BIGCOMMERCE HOLDINGS
DLHC NABORS INDUSTRIES LTD.
ABCL SELECTQUOTE
CVRX INC.
ELF DALEIGH HOLDINGS CORP
FLYW ABCELLERA BIOLOGICS
BLCO CVRX
FSCO INC.
CADL E.L.F. BEAUTY
CVI INC.
TLSI FLYWIRE CORP
ASST BAUSCH + LOMB CORP
EKSO FS CREDIT OPPORTUNITIES CORP.
LNZA CANDEL THERAPEUTICS
INC.
CVR ENERGY
INC.
TRISALUS LIFE SCIENCES INC
ASSET ENTITIES INC.
EKSO BIONICS HOLDINGS INC.
LANZATECH GLOBAL INC
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
POOL POOL CORPORATION
NEU NEWMARKET CORPORATION
LXRX LEXICON PHARMACEUTICALS INC.
HUM HUMANA INC.
HTGC HERCULES CAPITAL INC.
AMH AMERICAN HOMES 4 RENT CLASS A
GGT THE GABELLI MULTIMEDIA TRUST
HLNE HAMILTON LANE INCORPORATED CLASS A
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SONO SONOS
VERX VERTEX
WRB INC.
W.R. BERKLEY CORPORATION
International Business Machines Corp: 2 directors
Two Directors at International Business Machines Corp bought/maiden bought 484 shares at between 233.326USD and 237.829USD. The significance rating of the trade was 72/100. 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...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZS ZSCALER INC.
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
BEAM INC.
LRMR BEAM THERAPEUTICS
VRDN LARIMAR THERAPEUTICS INC
PLTK VIRIDIAN THERAPEUTICS INC
DAWN PLAYTIKA HOLDING
XMTR DAY ONE BIOPHARMACEUTICALS INC
STX XOMETRY
GLUE INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
S MONTE ROSA THERAPEUTICS INC
GETY GLOBALFOUNDRIES INC
SENTINELONE INC
GETTY IMAGES HOLDINGS INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
IBM Sell-Off Unwarranted; Presents Great Buying Opportunity into 2026
Data Environments Not Getting Replaced; IBM Focused on Building Moat. IBM has been focused intently on building out its data moat through organic and inorganic verticals as the company continues to develop a moat around its data with more enterprises looking to gain more from their data. The compan
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Summary of Anthropic Product Event; Competition Risk to Software Overb...
Valuation Compression is Disconnected from Forward Earnings Risk. The magnitude of multiple contractions implies structural revenue impairment. Yet there is no evidence of customer churn acceleration, budget freezes, or competitive displacement in reported results The market is reacting to demo ris
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
EBAY EBAY INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NICE NICE LTD
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
BUR BURFORD CAPITAL
RBLX ROBLOX
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
BCAX BICARA THERAPEUTICS INC.
TLX TELIX PHARMACEUTICALS LIMITED
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