Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing

Today, we are publishing the Telecom Infrastructure 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. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...

Wedbush Morning Call - Dec 17 2025 6:57AM

No Longer Science Fiction. Just Science: Taking The Quantum Leap Forwa...

Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...

Today, we are publishing the Hyperscale & Cloud 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 Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...

Wedbush Morning Call - Dec 16 2025 6:55AM

Takeaways from AV Regulatory Expert Call

Motor vehicles, including AVs, face different regulations at the federal, state, and local levels. At the federal level, the NHTSA issues the Federal Motor Vehicle Safety Standards (FMVSS), regulating the design, construction, and performance of vehicles. At the state level, regulators govern traff

STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...

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

STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...

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

Wedbush Morning Call - Dec 15 2025 6:50AM

Highlights From Last Hardware Travel of 2025

Takeaways from Advisor Call: Early Days for Autonomous

The different approaches to technical AV development will remain a key area of debate. Tesla and Waymo have adopted vastly different approaches on autonomous vehicle development. Tesla has utilized a lower-cost system relying primarily on cameras and AI-based software. Early in its AV development,

InsiderInsights.com Daily Ratings Report: December 13, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

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

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

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

Amazon Same-Day As American As Apple Pie

Salesforce Inc: 1 director

A director at Salesforce Inc sold 33 shares at 0.000USD and the significance rating of the trade was 50/100. 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 showi...

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