Netflix, Inc.: Update to credit analysis following affirmation and cha...

Solid operating performance and predictable free cash flow generation against a highly competitive operating environment and risks associated with the WBD acquisition.

NXST/TGNA: How will Trump’s New Posts and the WBD Battle Affect the De...

Recently, President Trump posted something the market perceived as negative news for the NXST/TGNA deal, sending both stocks down. We published a note in which we laid out why we believed that the risk to the deal has risen but still thought the odds favored approval. Some have challenged our view, and Trump subsequently directly criticized Nexstar’s news programming. In addition, the battle about WBD media consolidation have dominated headlines. In this note, we address how Trump’s most rece...

Wedbush Morning Call - Dec 24 2025 6:59AM

Taiwan Supply Chain - November Revenue Results

Wedbush Morning Call - Dec 23 2025 7:03AM

Counting Clicks: November '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

Amazon (Buy, $340 target) AGI re-org looks +ve for Trainium as "Great...

Earlier this week, AMZN CEO Andy Jassy announced the creation of “a new organization that drives our most expansive AI models (e.g. Nova—and the team we’ve called “AGI”), silicon development (e.g. Graviton, Trainium, Nitro), and quantum computing,” to be led by 27-year veteran, and AMZN lifer, Peter DeSantis.

Wedbush Morning Call - Dec 19 2025 7:11AM

2026 Consumer Internet Outlook: You Ain’t Seen Nothing Yet

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...

An Investor Framework for analyzing the WBD Battle: Phases and Scenari...

Investors are struggling to understand the antitrust and judicial process that will determine who will win WBD’s assets. We thought it would be helpful to frame the (at least three and up to six) phases of the process and the scenarios within each. In this note, we outline those phases and provide policy related guideposts to follow as the game plays out.

Walt Disney Co: 1 director

A director at Walt Disney Co bought 71 shares at 0.000USD and 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 the last two years clearly sho...

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

5 Things to Know in Investing This Week - The It Just Doesn’t Matter I...

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