reports
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT 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. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Wedbush Research
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
APP APPLOVIN CORP
QUBT QUANTUM COMPUTING INC
RGTI RIGETTI COMPUTING INC
QBTS D-WAVE QUANTUM INC.
IONQ IONQ INC
- Antoine Legault
- Matthew Bryson
- Antoine Legault
- Matthew Bryson
- Antoine Legault
- Matthew Bryson
Godaddy Inc: 1 director
A director at Godaddy Inc sold 2,397 shares at 128.442USD and the significance rating of the trade was 51/100. 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 sho...
Palo Alto Networks Inc: 1 director
A director at Palo Alto Networks Inc sold 25,000 shares at 195.202USD and the significance rating of the trade was 69/100. 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...
TransUnion 2026 Outlook: Moderate Credit Card Balance Growth and Stabl...
TransUnion 2026 Outlook: Moderate Credit Card Balance Growth and Stable Delinquency Rates Signal Consumer Perseverance TransUnion also projects delinquency expectations for other major credit products during the next year CHICAGO, Dec. 10, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today released its , projecting credit card balances to grow 2.3% year over year (YoY)—the smallest annual increase since 2013, excluding 2020 when pandemic relief programs caused a decline. This moderation reflects consumers navigating persistent economic uncertainty as lenders maintain disciplined unde...
TransUnion Unveils Enhancements to Next-Generation Device Risk Solutio...
TransUnion Unveils Enhancements to Next-Generation Device Risk Solution to Combat Rising Fraud Losses Enhanced capabilities deliver superior device recognition, advanced anomaly detection and adaptive machine learning, helping businesses stay ahead of evolving fraud threats CHICAGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) has introduced a major advancement to its solution, delivering next-level capabilities that redefine how businesses combat fraud. This breakthrough empowers organizations to identify risky devices with unprecedented precision, uncover hidden anomalies...
Moody's Ratings says Confluent acquisition does not affect IBM's A3 ra...
Moody's Ratings (Moody's) said International Business Machines Corporation's ("IBM") A3 senior unsecured and long term issuer ratings and Prime-2 commercial paper program rating, and negative ratings outlook are unchanged following IBM's announcement that it plans to acquire Confluent, Inc. ("Conflu...
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Student Loan Delinquencies Among Renters Double in Early 2025
Student Loan Delinquencies Among Renters Double in Early 2025 Property managers encouraged to update screening processes, TransUnion reports CHICAGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The end of the federal student loan forgiveness program has left millions of borrowers facing monthly payments for the first time in years. This financial strain is reshaping the rental market and creating new challenges for property managers who rely on credit-based scoring to assess risk. A recent TransUnion (NYSE: TRU) analysis reveals that the number of rental applicants 90+ days delinquent on student...
Despite Rate Cuts and Business Optimism, Credit Challenges Persist for...
Despite Rate Cuts and Business Optimism, Credit Challenges Persist for Small Businesses Financial delinquency rates remain high across industries and key regions like Ontario Equifax Canada Market Pulse — Q3 2025 Quarterly Business Credit Trends Release TORONTO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Canada’s economy is showing clear signs of stabilization, buoyed by easing inflation and strategic interest rate cuts. This improving environment has sparked a wave of business confidence and investment, evidenced by a rebound in new credit activity. Despite headwinds like the August trade defi...
Malgré les baisses de taux et l’optimisme des entreprises, les données...
Malgré les baisses de taux et l’optimisme des entreprises, les données montrent que les défis en matière de crédit persistent pour les petites entreprises Les taux d’arriérés financiers restent élevés dans de nombreux secteurs et dans certaines régions clés comme l’Ontario Pouls du marché d’Equifax Canada – Communiqué trimestriel sur les tendances de crédit des entreprises au T3 2025 TORONTO, 02 déc. 2025 (GLOBE NEWSWIRE) -- L'économie canadienne montre des signes clairs de stabilisation, soutenue par un ralentissement de l’inflation et des baisses stratégiques des taux d’intérêt. Cet ...
Credit Card Balances Expected to Peak in December with the Holiday Sea...
Credit Card Balances Expected to Peak in December with the Holiday Season 1.45 million Canadians missed payments in Q3 Equifax Canada® Market Pulse Quarterly Consumer Credit Trends and Insights TORONTO, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Equifax® Canada’s Q3 Market Pulse Quarterly Consumer Credit Trends and Insights shows a renewed rise in missed payments heading into the holidays, with 1.45 million consumers in Canada missing a credit payment in Q3, more than 46,000 higher than in Q2. The national 90+ non-mortgage balance delinquency rate reached 1.63 per cent, up 14 per cent ...
Les soldes des cartes de crédit devraient culminer en décembre à l’app...
Les soldes des cartes de crédit devraient culminer en décembre à l’approche de la période des fêtes 1,45 million de Canadiens et Canadiennes ont omis des paiements au troisième trimestre Tendances et perspectives trimestrielles en matière de crédit aux consommateurs Pouls du marché d’Equifax CanadaMD TORONTO, 26 nov. 2025 (GLOBE NEWSWIRE) -- Les tendances et perspectives trimestrielles en matière de crédit aux consommateurs Pouls du marché du troisième trimestre d’EquifaxMD Canada révèlent une nouvelle augmentation des paiements omis à l’approche des fêtes. En effet, 1,45 million de co...
Canadians Take on More Credit Amid Lower Interest Rates as Mortgage Ch...
Canadians Take on More Credit Amid Lower Interest Rates as Mortgage Churn Rises and Economic Disparities Deepen Key findings from TransUnion report: Total consumer debt rose to $2.6 trillion, driven by increased mortgage balances amid falling interest rates; mortgage originations jumped 18% YoY as Canadians opted for shorter-term fixed mortgages.Delinquency trends reveal widening financial disparity across regions; early-stage delinquencies declined, but late-stage delinquencies rose, with Ontario, Alberta and Quebec showing the sharpest increases.Credit card market shows signs of slowdown...
- Pierre FerraguÊ
Equifax Inc: 1 director
A director at Equifax Inc sold 2,500 shares at 208.370USD and the significance rating of the trade was 58/100. 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 sho...
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