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
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
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
NFLX NETFLIX 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
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
VRDN DOORDASH
CGEM VIRIDIAN THERAPEUTICS INC
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
ARTV MOONLAKE IMMUNOTHERAPEUTICS
SLDB ARTIVA BIOTHERAPEUTICS INC
CART SOLID BIOSCIENCES INC
IMA MAPLEBEAR INC.
BTGO IMAGENEBIO INC.
BITGO HOLDINGS INC.
- Michael Piccolo
Daily Recap: MDT, WBD/PSKY, BL, CSGP, LULU, RGR, FEC/GPRK, LYV, SHEL, ...
BlackLine, Inc. (BL - $37.14)Announces Cooperation Agreement with Activist; Adding Two Indpependent Directors. BL announced on March 10, 2026, that it has reached a cooperation agreement with activist investor Engaged Capital and is appointing two new independent directors to its board (Storm Dunca
- Wedbush Research
SHOP SHOPIFY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
NFLX NETFLIX INC.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
CHWY CHEWY INC. CLASS A
STTK SHATTUCK LABS
KROS KEROS THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
DAWN DAY ONE BIOPHARMACEUTICALS INC
XMTR XOMETRY
TNGX INC.
ELYM TANGO THERAPEUTICS
APP INC
TTD ELIEM THERAPEUTICS INC
CMPX APPLOVIN CORP
RGTI THE TRADE DESK
EWTX INC.
CART COMPASS THERAPEUTICS
TLX RIGETTI COMPUTING INC
BBOT EDGEWISE THERAPEUTICS INC
MAPLEBEAR INC.
TELIX PHARMACEUTICALS LIMITED
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Michael Piccolo
Daily Recap: CCRN, WBD/PSKY, DAWN/JAZZ, FUN, RSVR, TMRC/USAR, TPH, VSC...
Day One Biopharmaceuticals, Inc. (DAWN - $12.87) and Jazz Pharmaceuticals PLC (JAZZ - $188.69)Shares Jump on News Speculation of Potential Acquisition.Yesterday, DAWN shares jumped as much as +30% after a Betaville "Uncooked Alert" was published stating that the company could be acquired by JAZZ. R
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MCS MARCUS CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
ELYM SEAGATE TECHNOLOGY HLDGS PLC
TCRX ELIEM THERAPEUTICS INC
GFS TSCAN THERAPEUTICS INC
PEPG GLOBALFOUNDRIES INC
STUB PEPGEN INC
STUBHUB HOLDINGS INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Alicia Reese
- Michael Piccolo
WBD/PSKY: INVITE REMINDER - Expert Call: Regulatory Environment Facing...
Speaker Bio: John Newman is currently the Herff Chair of Excellence at the University of Memphis School of Law, where he researches and teaches antitrust and unfair competition law. He has previously served in both federal antitrust agencies, first as an Honors Program Trial Attorney with the U.S.
- Michael Piccolo
Daily Recap: TASK, JHG/VCTR, WHR, SJM, WBD/NFLX, WBD/PSKY, HZO, ABG, R...
Janus Henderson Group plc (JHG - $50.15) and Victory Capital Holdings, Inc. (VCTR - $77.27)Announces Fully Financed, Potentially Superior Proposal to Acquire Company in Attempt to Break Pending Merger. On February 26, 2026, VCTR sent another letter to the Special Committee of JHG's Board reaffirmin
- 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.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RVMD INC.
OCUP REVOLUTION MEDICINES
AI OCUPHIRE PHARMA INC
SNOW C3.AI
STX SNOWFLAKE INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
TASK THE TRADE DESK
GFS INC.
IONQ TASKUS INC
DBD GLOBALFOUNDRIES INC
EIKN IONQ INC
DIEBOLD NIXDORF INCORPORATED
EIKON THERAPEUTICS INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Piccolo
Daily Recap: WBD/NFLX/PSKY, PYPL, TBCH, HZO, ACA, CRL, GRND, GSK, HOWL...
Turtle Beach Corp. (TBCH - $11.82)Shareholder Files 13D Due to Intention to Engage with Company. Dallas-based Hoak Public Equities, filed a Schedule 13D on February 24, 2026, disclosing an aggregate beneficial ownership of ~5.2% of TBCH with Hoak Public Equities holding ~4.7% (909,055 shares) purch
- 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
- Blair Levin
WBD/PSKY/NFLX Update
There has been a considerable amount of news flow about the battle over WBD, including an enhanced PSKY offer and reports that PSKY has a (not so) secret plan to quickly gain antitrust approval. In this note we address those topics as well as reassessing our view, detailed in a note last week, that PSKY will find itself in a difficult position in terms of losing talent (and customers) due to political risk and/or having to pay a premium to attract talent due to that political risk, and doing so ...
- Michael Piccolo
Daily Recap: SSTK/GETY, WBD/NFLX/PSKY, THR/CECO, JACK, PYPL, PENN, MRS...
Warner Bros. Discovery, Inc. (WBD - $28.92) and Netflix Inc. (NFLX - $76.02)Company Confirms Receipt of Revised Acquisition Proposal from Paramount. On February 24, 2026, WBD issued a brief press release confirming it received a revised acquisition proposal from Paramount Skydance (PSKY) to acquire
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BBY BEST BUY CO. INC.
AXTI AXT INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
ORIC INC.
STX ORIC PHARMACEUTICALS
TTD SEAGATE TECHNOLOGY HLDGS PLC
PAY THE TRADE DESK
GFS INC.
JANX PAYMENTUS HLDGS INC
MLTX GLOBALFOUNDRIES INC
GETY JANUX THERAPEUTICS INC
ABVX MOONLAKE IMMUNOTHERAPEUTICS
SYRE GETTY IMAGES HOLDINGS INC
NATL ABIVAX
SPYRE THERAPEUTICS INC.
NCR ATLEOS CORPORATION
- Michael Piccolo
Daily Recap: SSTK/GETY, ACLX/GILD, VRE, UHG, EHAB, JMAT/HON, FBIN, MRK...
Arcellx, Inc. (ACLX - $64.11) and Gilead Sciences, Inc. (GILD - $151.40)Announces $7.8 Billion All-Cash Acquisition; Offer Value $115/share + $5 CVR; Expected Close 2Q'2026.GILD announced it has entered into a definitive agreement to acquire ACLX for $115 per share in cash at closing plus one CVR o
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
RCUS ARCUS BIOSCIENCES
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
OCUP REVOLUTION MEDICINES
DAWN OCUPHIRE PHARMA INC
STX DAY ONE BIOPHARMACEUTICALS INC
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
EWTX MOONLAKE IMMUNOTHERAPEUTICS
QBTS EDGEWISE THERAPEUTICS INC
IONQ D-WAVE QUANTUM INC.
DBD IONQ INC
BCAX DIEBOLD NIXDORF INCORPORATED
BICARA THERAPEUTICS INC.
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