T-Mobile US Inc: 2 directors

A director at T-Mobile US Inc sold/sold after exercising options 27,000 shares at 214.860USD and the significance rating of the trade was 75/100. 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 ...

Tesla: Increasing AI capex >5x in 2026. Implications.

At its 4Q25 earnings, Tesla guided capex to >$20bn this year, up >130% YoY and 80% above consensus. In today's one slider we analyze the drivers of the increase and what it implies for Tesla's robotaxi ambitions.

SentinelOne Inc: 1 director

A director at SentinelOne Inc sold 39,472 shares at 13.485USD and the significance rating of the trade was 57/100. 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...

Moody's Ratings assigns Baa1 ratings to T-Mobile's proposed backed sen...

Moody's Ratings (Moody's) assigned Baa1 ratings to T-Mobile USA, Inc.'s (T-Mobile) proposed backed senior unsecured notes, which will be comprised of various maturities. T-Mobile intends to use the net proceeds from the proposed offering for general corporate purposes, which may include share repurc...

Wedbush Morning Call - Feb 11 2026 7:16AM

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...

T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...

January Sales Review

Regional Morning Meeting Notes: Tuesday, February 10, 2026

Greater China Sector Update | China Property Recent equity placements proposals by Zhuhai Huafa Properties and Seazen signal improving equity financing conditions for mainland developers. Expected losses in 2025 will lower BPS for SOE/quasi-SOE developers, increasing the likelihood of state-owned capital injections amid industry consolidation. Jan 26 property sales data shows improved yoy performances in both the primary and secondary markets, partly due to a low base in Jan 25 which was impacte...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Nemak, Telenet, Lowell, AMS Osram, evoke, Atalian, Maxeda, TUI, Morrisons

SpaceX: Can the 10-ton 1MW space datacenter fly? A first-principle vie...

The development of space technology infrastructure is accelerating this year, to our delight. Expect from us more and more research on the topic. A good place to start was to assess the feasibility of the 10-ton, 1 MW space datacenter pitched by Elon Musk. For our first-principle perspective, summarized on a single slide, follow the link. Stay tuned for more on the economics of this datacenter, and its implications on the supply chain.

Wedbush Morning Call - Feb 05 2026 6:59AM

Short-Term Good, Long-Term Bad; Neutral, $75 PT

Figure 1. 4Q25 Results vs. ExpectationsSource: Company reports, Visible Alpha consensusUber reported solid 4Q results and offered a mixed 1Q guide versus expectations. 4Q gross bookings grew +22.5% Y/Y ($54.1B), ahead of consensus by ~200bps and exceeding the high end of management's guidance range

Wedbush Morning Call - Feb 04 2026 7:00AM

Both Margins and Sales Expected to Trend Higher

Wedbush Morning Call - Feb 03 2026 7:25AM

January 2026 Best Ideas List Performance

SpaceX Acquires xAI; What Does This Mean For TSLA? Eventually Combine ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Sappi, Telecom Italia, Telenet, Mahle, Seche Environnement, Crown Holdings

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.