INVITE: Autonomous Vehicle Regulatory Expert Call | December 15th | 2P...

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

Tesla Inc: 1 director

A director at Tesla Inc sold/gave away 72,062 shares at 0.000USD 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 clea...

STARTING SOON: Autonomous Vehicle Tech Expert Call | TODAY | 10AM ET

Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer

Waymo’s latest datapoints: 10x growth in 2 years? Implications.

REMINDER: Autonomous Vehicle Regulatory Expert Call | Dec. 15 | 2PM ET

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

REMINDER: Autonomous Vehicle Tech Expert Call | December 12 | 10AM ET

Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer

Wedbush Morning Call - Dec 11 2025 7:02AM

Tesla and Waymo Ramping into 2026

Wedbush Morning Call - Dec 10 2025 6:57AM

November Sales Review

Wedbush Invite: Autonomous Vehicle Regulatory Expert Call | Dec. 15 | ...

Varun was most recently a Deputy General Counsel at the US Department of Transportation, where he provided strategic guidance on regulation, consumer protection, and other matters as well as helped oversee a departmental legal team of nearly 500 attorneys. Before that, Varun served as Senior Counse

Wedbush Morning Call - Dec 09 2025 6:57AM

Wedbush Invite: Autonomous Vehicle Tech Expert Call | December 12 | 10...

Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

ASML Holding N.V.: 1 director

A director at ASML Holding N.V. sold 700 shares at 975.000EUR 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 clearly...

Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.

Today, we are publishing the Semicap Equipment section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry. 3Q25 semicap revenues were flat QoQ, with China up...

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...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/04/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/04/2025