Daily Views on Tech Headlines | Kioxia, SNDK

Kioxia, SNDK: US, Japan rumored to be mulling joint NAND fabView: Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the US are considering a public/private plan to establish a NAND flash fab in the US, with Kioxia and SNDK viewed as potential lead investors.With NAND supply t

Applied Materials Inc: 1 director

A director at Applied Materials Inc sold 4,000 shares at 238.236USD and the significance rating of the trade was 68/100. 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 c...

Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 14,506 shares at 209.964USD and the significance rating of the trade was 74/100. 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 y...

Daily Views on Tech Headlines | DELL, SMCI, NVDA, AMD, AVGO

Specifically we believe China's output of advanced semiconductors (and associated components like memory) is constrained, limiting their ability to export their tech (or perhaps even fully satiate domestic needs). Until this setup changes, or we see mature node tech being deployed in edge installat

Wedbush Morning Call - Nov 26 2025 7:07AM

A Surprise Side of Better GMs is a Nice Turkey Day Treat

ASML/Back on its long-term trend/BUY

ASML's 3Q25 update signals a more optimistic outlook for 2026 than previously anticipated. Recent announcements of major AI investments reinforce the robust long-term prospects for semiconductor capital expenditures. We expect ongoing increases in lithography intensity, positioning ASML for growth that outpaces the broader industry. Reflecting these positive trends, we reiterate our BUY rating and raise our target price to €1,050 (up from €800).

Google planning to offer TPUs on premise? Our quick take.

The information reported overnight that Google is seeking to expand its TPU business by giving customers the option of on-premise use. Read for our take.

Daily Views on Tech Headlines | META, GOOGL, NVDA, AVGO

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

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 names we followed last week, follow the link.

5 Things to Know in Investing This Week - The All-Nvidia all the Time...

Intel ($INTC) - Foundry Incentives

Daily Views on Tech Headlines | MU, SNDK, AVGO, NVDA, SIMO

For hardware, we see the "winners" in models as less important (though Google supremacy would seemingly be better for AVGO given its role in supporting the cloud giant's TPU efforts), with rather the more essential piece being continued advancement and increased use of inference (revenue generating

Thoughts on Tech Sell-Off and This Moment of Agita; Not the Time to Pa...

Wedbush Morning Call - Nov 24 2025 7:11AM

Difficult Setup, But Low Expectations

Intel ($INTC) – Semiconductor Research Calls

AI bubble? When you look at inventories, at least do it right…