reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
"Lockout Rally" Underway; Downgrading China We had a near-term bullish outlook on MSCI ACWI (ACWI-US) and the S&P 500 (SPX) from 4/22/25 to 11/18/25. After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 Compass, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 Compass). We will stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $135.70 on ACWI-US continue to hold. We will maintain our bullish intermediate...
- Antoine Legault
- Matthew Bryson
Tower Semiconductor to Attend the Barclays 23rd Annual Global Technolo...
Tower Semiconductor to Attend the Barclays 23rd Annual Global Technology Conference MIGDAL HAEMEK, Israel, December 03, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the Barclays 23rd Annual Global Technology Conference on Wednesday, December 10th. The Barclays conference will take place at the Palace Hotel in San Francisco. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the ...
- Wedbush Research
VRNT VERINT SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
TSEM TOWER SEMICONDUCTOR LTD
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
ORIC INC.
STX ORIC PHARMACEUTICALS
GFS SEAGATE TECHNOLOGY HLDGS PLC
DBD GLOBALFOUNDRIES INC
BCAX DIEBOLD NIXDORF INCORPORATED
BICARA THERAPEUTICS INC.
- Antoine Legault
- Matthew Bryson
Tower Semiconductor Ltd: 1 director
A director at Tower Semiconductor Ltd sold 64,000 shares at 96.670USD and the significance rating of the trade was 100/100. 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 year...
Tower Semiconductor and Switch Semiconductor Collaborate to Deliver Be...
Tower Semiconductor and Switch Semiconductor Collaborate to Deliver Best-in-Class Efficiency for Next-Generation AI and Server Power Systems The new, patented technology promises power savings in the high-growth Data Center power management market leveraging Tower’s advanced 65nm BCD platform Migdal Haemek, Israel and Richardson, Texas — November 17, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, and Switch Semiconductor, a fabless power management company, today announced the SW2001, a high-efficiency, monolithic 12-V Point-...
Tower Semiconductor Announces New CPO Foundry Technology Available On ...
Tower Semiconductor Announces New CPO Foundry Technology Available On Tower’s Leading Sipho and EIC Optical Platforms Leveraging years of stacked BSI sensor production, Tower’s wafer-scale 3D-IC technology unlocks integration of SiPho and EIC processes for emerging applications such as Co-Packaged Optics, including full support by Cadence design tools to the stacked platform technology Migdal Haemek, Israel – November 12, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced the expansion of its existing, mature 300...
- Wedbush Research
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
ZNTL INC.
TLS ZENTALIS PHARMACEUTICALS
STX TELOS
GFS SEAGATE TECHNOLOGY HLDGS PLC
GETY GLOBALFOUNDRIES INC
DDI GETTY IMAGES HOLDINGS INC
DOUBLEDOWN INTERACTIVE CO LTD
- Antoine Legault
- Matthew Bryson
Tower Semiconductor Reports Third Quarter 2025 Financial Results
Tower Semiconductor Reports Third Quarter 2025 Financial Results Guiding Fourth Quarter 2025 Revenue to be Record $440 Million, Citing Revenue Growth Across its Core Technologies Investing an additional $300 Million in SiPho and SiGe Capacity Growth and Next Generation Capabilities MIGDAL HAEMEK, Israel, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Tower Semiconductor (NASDAQ/TASE: TSEM) reports today its results for the third quarter ended September 30, 2025. Third Quarter of 2025 Results OverviewRevenue for the third quarter of 2025 was $396 million, represen...
- Antoine Legault
- Matthew Bryson
Moody's Ratings upgrades ASML's rating to A1, outlook stable
Moody's Ratings (Moody's) upgraded ASML Holding N.V.'s (ASML) senior unsecured ratings to A1 from A2. Concurrently, we have affirmed its P-1 short term issuer rating and P-1 short term rating of ASML's €1.5 billion commercial paper program. The outlook changed to stable from positive. RATINGS RATI...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
India Finally Showing Signs of Life We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int'l Compass reports all echoing this sentiment. We will maintain our bullish intermediate-term view as long as market dynamics remain healthy and the SPX and ACWI-US are above 6028-6059 and $125-$126. Our bullish near-term outlook will remain in place as long as the 6-month uptrend continues on ACWI-US, which gene...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
FATE FATE THERAPEUTICS INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
TSEM TOWER SEMICONDUCTOR LTD
ARVN ARVINAS HOLDING
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ZNTL ZENTALIS PHARMACEUTICALS
RZLT REZOLUTE
IMNM IMMUNOME
TNGX TANGO THERAPEUTICS
GFS INC
TYRA GLOBALFOUNDRIES INC
NUVL TYRA BIOSCIENCES INC
BCAX NUVALENT INC
BBOT BICARA THERAPEUTICS INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
- Pierre FerraguÊ
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