Mozaic Theory - HAMR Ramp + GM Gains = Promising Future

Moody's Ratings assigns Aa3 rating to P&G's unsecured floating rate no...

Moody's Ratings (Moody's) today assigned Aa3 rating to the 50-year senior unsecured floating-rate USD notes offered by The Procter & Gamble Company ("P&G"). The proceeds will be used for general corporate purposes and debt refinancing. P&G's other ratings including the Aa3 senior unsecured and Prime...

Continues To Drift in Direction of Auto Partners Without Proven AV Cap...

5 Things to Know in Investing This Week - The Decoupling Issue

Daily Views on Tech Headlines

Lux will use MI350 silicon, a result that should create a modest boost for AMD's server compute/GPU revenues in the early 2026 time frame. Discovery will be built around the MI430, a variant of AMD's MI400 processors tuned for HPC. The biggest surprise here (in our view) is Discovery's delivery isn

Pfizer Inc.: Update to credit analysis

Our credit view of this issuer reflects its good scale, diversity and pipeline opportunities, weighed against its large patent exposures towards the end of the decade.

Moody's Ratings assigns Aa3 ratings to P&G's Unsecured EUR notes

Moody's Ratings (Moody's) today assigned Aa3 ratings to the 8 year and 20 year senior unsecured fixed-rate EUR notes offered by The Procter & Gamble Company ("P&G"). The proceeds will be used for general corporate purposes and debt refinancing. P&G's other ratings including the Aa3 senior unsecured ...

Daily Views on Tech Headlines

China Internet: Key Battlefield For Instant Retail; Embedding AI Into ...

Data from the initial phase of the 11.11 campaign set a compelling prelude for a mid-single-digit GMV growth in 4Q25. The new phase of 11.11 is characterised by a longer cycle, simplified promotion mechanics, and deeper technological integration. Platform competition has shifted from “traffic wars” to “efficiency wars”, as AI enhances demand-supply matching and instant retail breaks offline barriers, reducing consumer decision costs. Maintain OVERWEIGHT. Our top picks are Alibaba and Kuaishou.

Daily Views on Tech Headlines

Wedbush Morning Call - Oct 24 2025 7:05AM

Better Current Backdrop vs. Better Future Prospects

Tesla 3Q25: Key catalysts on track. Buy, $520

Tesla reported 3Q25 last night. Please click the link below for our take on the print.

Two Steps Forward, One Step Back or Vice Versa?

360 Capital Group Limited: 1 director

A director at 360 Capital Group Limited bought 3,078,036 shares at 0.310AUD 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...

Daily Views on Tech Headlines

TSLA, Samsung, TSMC: Tesla AI5 production to be split between Samsung, TSMCView: Elon Musk during TSLA's earnings call indicated that Samsung and TSMC will now share production of the AI5 chip. TSMC had previously been identified as the supplier of AI5 silicon.We can visualize a setup where AI5 pro

Wedbush Morning Call - Oct 23 2025 6:40AM

Good Quarter While Laying the Autonomous Path with Robotaxi and Optimu...

A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $28.10 billion (up 12% y/y) came in above the Street’s $26.54 billion estimate as deliveries of 497.1k came well above the Street’s estimate of 447.6k along with strong growth in Energy Generation & Storage and Services & Ot

Daily Views on Tech Headlines - SNDK, MU, GFS, UMC, TXN

Daily Views on Tech Headlines