reports
Moody's Ratings changes Amazon's outlook to stable; affirms A1 senior ...
Moody's Ratings (Moody's) today changed Amazon.com, Inc.'s ("Amazon") outlook to stable from positive. We also affirmed Amazon's senior unsecured notes ratings at A1 and its commercial paper program ratings at Prime-1. The change in outlook to stable reflects Amazon's plans to acce...
- Michael Piccolo
Daily Recap: WBD/NFLX, BUR, NESN, JNJ, DOMO, NNDM, INV, HOFT, FNKO, CL...
Burford Capital Ltd. (BUR - $9.75)Mike Piccolo Assuming Coverage with OUTPERFORM; Litigation Lender with Asymmetric Upside Potential. We are assuming coverage of Burford Capital with an OUTPERFORM rating and a price target of $14 per share. Burford is a unique special situation opportunity as it is
- 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.
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
- Wedbush Research
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
EBAY EBAY INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
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
NICE NICE LTD
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
BUR BURFORD CAPITAL
RBLX ROBLOX
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
BCAX BICARA THERAPEUTICS INC.
TLX TELIX PHARMACEUTICALS LIMITED
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Michael Piccolo
Daily Recap: MSGS, EBAY/ETSY, WEN, MKTW, WBD/NFLX, SSTK/GETY, HST, HIM...
eBay Inc. (EBAY - $82.18) and Etsy, Inc. (ETSY - $44.05)Announces $1.2 Billion All-Cash Acquisition of Depop; Expected Close 2Q'2026. EBAY and ETSY jointly announced they have entered into a definitive agreement under which EBAY will acquire Depop, a leading C2C fashion marketplace with deep re-com
- 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.
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
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
STX DOORDASH
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Blair Levin
Does the Trump/Kennedy Center Fiasco Portend PSKY's Future?
It now appears that PSKY has a good chance of prevailing in its battle for WBD. We have previously discussed the three phases of that battle; the proxy battle, the antitrust review, and the judicial review. In this note, we discuss a fourth phase; how does the battle for WBD, including this week’s Colbert/Talarico Affair, affect PSKY’s value after the deal closes?
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MCS MARCUS CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
IDYA INC.
COGT IDEAYA BIOSCIENCES
VRDN COGENT BIOSCIENCES INC
STX VIRIDIAN THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
ZBIO GEMINI THERAPEUTICS INC
ZENAS BIOPHARMA INC.
Amazon Com Inc: 1 director
Two Directors at Amazon Com Inc bought/sold 933 shares at between 0.000USD and 203.880USD. The significance rating of the trade was 51/100. 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 t...
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Piccolo
Daily Recap: WBD/NFLX/PSKY, MASI/DHR, ZIM/HLAG, TRIP, KW/FFH, NCLH, FI...
Masimo Corp. (MASI - $130.15) and Danaher Corp. (DHR - $212.58)Announces $9.9 Billion All-Cash Acquisition; Offer Value $180.00/share; Expected Close 2H'2026.DHR announced it has entered into a definitive agreement to acquire MASI, a leading specialty diagnostics provider of pulse oximetry and othe
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
AJX GREAT AJAX
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
STX TRAVERE THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
EWTX GEMINI THERAPEUTICS INC
DDI EDGEWISE THERAPEUTICS INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
BCAX EMBRACER GROUP AB
TLX BICARA THERAPEUTICS INC.
VOYG TELIX PHARMACEUTICALS LIMITED
BTGO VOYAGER TECHNOLOGIES INC
BITGO HOLDINGS INC.
- Michael Piccolo
Daily Recap: TRIP, WBD/NFLX, TPH/1911, 6201, EA, KCO/WS, UBI, AAV, OS,...
Warner Bros. Discovery, Inc. (WBD - $28.11) and Netfilx Inc. (NFLX - $75.86)News Reports Paramount Enlists Top Shareholder in Push to De-Rail Pending Merger.Paramount (PSKY) is in discussions to nominate Matt Halbower, CEO of Pentwater Capital Management, to WBD's board as part of a proxy fight aim
- Dan Salmon
- Blair Levin
What Does the PSKY Announcement of Compliance Mean?
As part of a new bid to buy WBD, PSKY announced that it had already complied with the DOJ’s second request. Investors have been asking about how to understand this announcement, how the timing of this review compares with other DOJ investigations and what are the paths forward for the antitrust review of both PSKY and NFLX’s bid. In this note we address those questions.
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
NFLX NETFLIX INC.
HNSA HANSA BIOPHARMA AB
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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
U BEAM THERAPEUTICS
DAWN UNITY SOFTWARE
FNMA DAY ONE BIOPHARMACEUTICALS INC
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GLOBALFOUNDRIES INC
- Michael Piccolo
Daily Recap: CYBR/PANW, WBD/NFLX, QXO, GLDD, TGNA/NXST, LSEG, TDC, KHC...
Warner Bros. Discovery (WBD - $27.80) and Netflix Inc. (NFLX - $82.21)Activist Ancora ReleasesPresentation Regarding its Strong Opposition to the Currently Proposed Merger. Ancora Holdings Group, a nearly $11 billion firm with an ~$200 million economic interest in WBD, announced on February 11, 202
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