Daily Views on Tech Headlines

Samsung, Memory: Samsung expects CQ3 profit to grow 158% to ~12 Tr Won ($8.5B)View: Samsung yesterday announced its 3Q operating profit is expected to grow ~32% Y/Y to 12.1 trillion won ($8.5B), marking its highest levels since 2Q22 and far exceeding consensus of ~10 trillion won. Although detailed

AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and...

Last week, we hosted the latest edition of our AI Executive Speaker Series with Karan Anand, CEO of Character.ai. The replay is HERE and in the report we cover key takeaways from the conversation, including: 1. Character.ai today & what lies ahead: from AI research to competing with RBLX 2. The ad opportunity & how Character leverage’s GOOGL’s AdMob, APP & META 3. Character’s work with open-source models from META’s Llama to DeepSeek to Qwen 4. Industry AI investment/returns (GOOGL, META, OpenAI...

Daily Views on Tech Headlines

Trump and Xi Shots Across the Bow in AI Arms Race; Buy Tech on Sell-Of...

Daily Views on Tech Headlines

Daily Views on Tech Headlines

Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details

Dollar Tree, Inc. - August 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Daily Views on Tech Headlines

we see limited impetus for manufacturers to shift lines to alleviate tight conditions (since there is tightness everywhere), a result that we believe will likely prolong shortages for older DRAM parts.Commercial Times, Economic Daily News

Wedbush Morning Call - Oct 08 2025 7:03AM

Expecting a Robust 3Q Tech Earnings Season to Match the AI Hype; Popco...

AWS/GCP: How long does it take to pay off an XPU?

We take a closer look at how long it takes for AWS and GCP to pay back the investment in both GPUs and custom chips (TPUs and Trainium) on both a revenue and contribution margin basis, using our estimates of per-chip costs and realized pricing for each of AWS and GCP.

GOOGL/AMZN/META: Updated AI D&A and Lower META AI RO

we've updated our bottom-up AI depreciation analysis for GOOGL, AMZN and META following our latest AI capex update (see HERE).

Daily Views on Tech Headlines

Daily Views on Tech Headlines

Daily Views on Tech Headlines

As such, 1) we see a continued opportunity for NVDA (and other US vendors) to again sell parts into China (even assuming capabilities remain limited vs. Western product) and 2) we believe that US vendors should have a significant advantage competing in other geographies (vs. Chinese offerings) assu

TODAY | WEDBUSH INVITE | Advisor Call: Navigating the Mobile Ad Landsc...

• A look at ad targeting algorithms: AppLovin’s AXON vs. Unity’s Vector• Consolidation in the mobile advertising ecosystem• AppLovin’s expansion into eCommerce and CTV advertising• The efficacy of AppLovin and Unity’s ad platforms in generalEric Benjamin Seufert is a media strategist, quantitative

Daily Views on Tech Headlines

WDC, HDDs: Irving Tan says company will invest $1B in Japan over the next 5 yearsView: WDC said it would invest $1B in Japan over the next five years to help the company drive the next generation of HDD innovation.We believe WDC has a meaningful R&D presence in Japan dating back to its acquisit

Daily Views on Tech Headlines

Having said this, the report also notes that while glass substrates are meant to replace silicon interposers, there is not yet a pressing “must-use” need. Net, we continue to believe glass substrates will eventually become the norm (with initial penetration starting at the high end of the market),

Daily Views on Tech Headlines

Updated AI ROICs: AMZN higher, GOOGL lower, META mixed

Our updated AI ROIC estimates reflect the latest AI Capex and Cloud AI revenue updates. The original AI ROIC analysis is HERE. In the report, we review changes for each company and the primary drivers of AI returns.