reports
- Dan Salmon
Shopify (SHOP, Neutral, $155 target) Amazon (AMZN, Buy/Top Pick, $350 ...
Earlier this week, the Information reported (and a company spokesperson confirmed) that on January 26th, SHOP will begin making merchants’ products widely available for purchase through checkout features in OpenAI’s ChatGPT, GOOGL’s AI Mode and Gemini, and MSFT Copilot. SHOP merchants will begin being surfaced on Gemini, AI Mode and Copilot by default, whereas they will be required to opt into selling on ChatGPT, and OpenAI will receive a 4% take rate on any ChatGPT sales. In this brief note, w...
- VRS RESEARCH TEAM
- Michael Piccolo
Daily Recap: AVO, MICC, ASND, COF, GOTO/GRAB, WBD/NFLX, CTRA, CLX, OCU...
Mission Produce, Inc. (AVO - $13.46)Announces Adoption of Poison Pill in Response to Strategic Investor Recently Accumulated Stake. AVO, a global leader in sourcing, producing, and distributing fresh Hass avocados with additional offerings in mangos and blueberries, announced on January 22, 2026, t
- VRS RESEARCH TEAM
TESLA INC. [Bloomberg ticker: TSLA:US] Stock Analysis Report
The report deals with the statistical and graph (non-technical) analysis of Tesla stock. It includes analysis of stock returns, analysis of volume patterns and the stock’s beta coefficient. Moreover, the report provides information about Tesla stock’s listing and participation in indices, and the stock’s shareholder structure. TESLA, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services ...
- Wedbush Research
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
STX TRAVERE THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
JANX GLOBALFOUNDRIES INC
DBD JANUX THERAPEUTICS INC
SNDK DIEBOLD NIXDORF INCORPORATED
VOYG SANDISK CORP
VOYAGER TECHNOLOGIES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- VRS RESEARCH TEAM
- Michael Piccolo
Daily Recap: WBD/NFLX, LULU, FOLD/BMRN, ETN, OGN/SUNP, YELP, PYPL, OS,...
Amicus Therapeutics Inc. (NASDAQ: FOLD - $14.35) and BioMarin Pharmaceutical Inc. (NASDAQ: BMRN - $56.77)Filed Preliminary Proxy; Highlights From Background of Merger Agreement. FOLD filed its preliminary proxy with details regarding the background of BMRN's acquisition of FOLD, beginning with FOLD
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
GLOBALFOUNDRIES INC
- Dan Salmon
- VRS RESEARCH TEAM
AMAZON.COM INC. Stock Analysis Report
The report deals with the statistical and graph (non-technical) analysis of AMAZON.COM stock. It includes analysis of stock returns, analysis of volume patterns and the stock’s beta coefficient. Moreover, the report provides information about AMAZON.COM stock’s listing and participation in indices, and the stock’s shareholder structure. Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purc...
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Michael Piccolo
Daily Recap: NATH/SFD, WBD/NFLX, QGEN, ABVX, KHC, OCUL, RIO/GLEN, GEO/...
Warner Bros. Discovery (NASDAQ: WBD - $28.24) and Netflix Inc. (NASDAQ: NFLX - $87.26)Netflix Earnings Recap; Conference Call Transcript Highlights on Pending Merger. Shares are again under pressure after a second underwhelming quarter, as investors have become accustomed to phenomenal results. As
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Dan Salmon
Netflix (NFLX, Neutral, $100 target) Light 1Q26 guidance and mixed eng...
What’s New: In our first take on tonight’s results, we dig into: 1. A mixed bag all around 2. Nothing particularly new on the WB deal 3. 1Q26 and 2026 guidance largely disappoints 4. Ad revenues finally disclosed, expected to double in 2026 to ~$3B 5. Buybacks paused to build cash for WB, bridge facility boosted
- Dan Salmon
- Michael Piccolo
Daily Recap: RAPT/GSK, WBD/NFLX, MX, NSC/UNP, LEG/SGI, LULU, HON, SSP/...
Warner Bros. Discovery (NASDAQ: WBD - $28.58) and Netflix Inc. (NASDAQ: NFLX - $88.00)Summary of Proxy FIling Merger Background: The background section begins with WBD's December 2024 announcement to implement a new corporate structure with two operating divisions (Global Linear Networks and Stream
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
STX REVOLUTION MEDICINES
GFS SEAGATE TECHNOLOGY HLDGS PLC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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