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Wedbush Research
  • Wedbush Research
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Memory, GFS, TSEM

One of the questions that we've continuously encountered (understandably) is where are we in the AI adoption and investment timeline (e.g. when will slowing investment trends become a headwind). While history is never a perfect determinant of future results (and recent economic data in particular m

Michael Piccolo
  • Michael Piccolo

Daily Recap: BARK, SDR, META, PFSI, APC/ARKO, 6201, BALY/GLPI, GRAB, P...

Schroders plc (SDR - £587.50)Announces £9.9 Billion All-Cash Acquisition; Offer Value £612 (£590 Cash + £22 Permitted Dividends); Expected Close 4Q'2026. Nuveen, the investment management arm of Teachers Insurance & Annuity Association of America (TIAA), agreed on February 12, 2026, to acquire

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