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Walmart Inc: 1 director

A director at Walmart Inc sold 19,416 shares at 132.210USD 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 sh...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Initiating on ORCL; Early Innings of a Backlog-Driven AI Expansion Cyc...

Table of ContentspagebreakKey CatalystsContinued RPO Growth and Conversion: Further large-scale AI contract wins and the steady conversion of the $553 billion backlog into recognized revenue will be a primary driver, with the company expecting to recognize 12% over the next twelve months.Execution

Dollar Tree, Inc.: Update to credit analysis

Our credit view of this issuer reflects its very good liquidity and balanced financial policies, constrained by its highly competitive operating environment.

Dan Salmon
  • Dan Salmon

Alphabet (Buy, $380 target) Cloud Next’s most important theme – a rein...

Google Cloud Next began yesterday with several new product and partnership announcements. In the note, we review the implications of several, including:

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

Announcement of Periodic Review: Moody's Ratings announces completion of a periodic review of ratings of Dollar Tree, Inc.. Global Credit Research- 22 Apr 2026. New York, April 22, 2026-- Moody's Ratings has completed a periodic review of the ratings of Dollar Tree, Inc. and other ratings that are associated with this issuer.

Wedbush Research
  • Wedbush Research

Amazon Com Inc: 1 director

A director at Amazon Com Inc sold 31,000 shares at 255.000USD 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...

Dan Salmon
  • Dan Salmon

Amazon (AMZN, Buy/Top Pick, $280 target) Anthropic expansion should dr...

Last night, AMZN and Anthropic announced an expanded partnership including an immediate $5B investment by AMZN with up to $20B later based on commercial milestones.

Anish Jog ... (+5)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

1Q Preview; Expect Good Big Tech Earnings as AI Revolution Accelerates

AAPLWith Cook leaving as CEO this will be a monumental conference call for Apple. Investors will be laser focused on Cook's comments around leaving and breadcrumbs around the much anticipated AI strategy now under Ternus. Back to numbers, Apple will announce its FY2Q26 (March) results on April 30th

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