Amazon (Buy, $350 target) Expect faster, higher margin returns on AWS ...

In this first take following tonight’s results, we focus on: 1. Capex guide overshadows AWS acceleration 2. 1Q26 revenue guide brackets consensus, operating income guide comes in below 3. 2026 Capex guidance well ahead of expectations with high conviction in ROIC 4. AWS revenue growth beats and we expect acceleration to continue 5. International retail growth strong as Whole Foods expands 6. Rufus, “horizontal” agents and the future of Amazon advertising

Wedbush Morning Call - Feb 05 2026 6:59AM

The Software Armageddon is Here; 5 Names to Buy in this "Software Gara...

MSFT - We believe that Microsoft is on its way to accelerating cloud and AI monetization, which is going to comprise a bigger piece of Redmond going forward and will ultimately spur growth and margins over the coming years. While Anthropic has seen significant advancements in model performance and

Wedbush Morning Call - Feb 03 2026 7:25AM

January 2026 Best Ideas List Performance

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Salesforce, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 January 2026 in which we reassessed the appropriateness of the ratings in the context o...

Wedbush Morning Call - Jan 30 2026 7:10AM

Tracking the return on AI investment: How is the replatforming going a...

Our replatforming framework is about measuring how increasing capital intensity drives revenue growth and efficiency improvement. Meta and Microsoft reported yesterday, and we track their replatforming performance by assessing how the growth gap between cash costs and revenue creates headroom for higher depreciation, in a single slide.

Daily Recap: WBD/NFLX, ALKT, VSEC, IP, MOD/THRM, JOBY, INMD, AES, HON,...

Warner Bros. Discovery, Inc. (WBD - $27.98) and Netflix Inc. (NFLX - $84.64)News Reports Paramount Is Not Prepared to Bid Higher. According to Variety, David Ellison's Paramount Skydance (PSKY) has pursued a hostile $30-per-share all-cash takeover bid for WBD (total enterprise value of $108.4 billi

Wedbush Morning Call - Jan 29 2026 6:50AM

4Q25 Preview: Firing on All Cylinders; OP, $340 PT

What returns to expect on Cloud AI?

After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.

Wedbush Morning Call - Jan 28 2026 6:53AM

Amazon Doubles Down on Physical Grocery Footprint

Daily Recap: WBD/NFLX,LKQ,SKYT/IONQ, LE,HOLX,GME,BOBS,ONL,CCA,PUM,CRM,...

Warner Bros. Discovery, Inc. (WBD - $28.24) and Netflix Inc. (NFLX - $85.70)News Reports Senate Antitrust Panel Chair Raises Concerns Over Pending Merger. According to the WSJ, Senator Mike Lee, chairman of the Senate Judiciary Committee's Subcommittee on Antitrust, Competition Policy & Consume

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...

AMAZON Share Price Analysis, October 2025

Price Analysis

Hubspot Inc: 1 director

A director at Hubspot Inc sold 8,500 shares at 303.380USD and the significance rating of the trade was 67/100. 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 - Jan 22 2026 6:47AM

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...