reports
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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
AXTI AXT INC.
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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
2Q25 Postmortem: Sentiment Guide Following Results
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
- Antoine Legault
- Matthew Bryson
WEDBUSH INVITE | Q&A with Yuanta Supply Chain Analyst | Wednesday 8/20...
Airoha Technology Corp 6526, ASE Technology Holding 3711, United Microelectronics 2303, MediaTek Inc 2454, Amkor Technology Inc AMKR, Intel Corp INTC, Taiwan Semiconductor 2330, Fitipower Integrated Tech 4961, ASMedia Technology Inc 5269, Raydium Semiconductor 3592, and Parade Technologies Ltd 4966
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Wayfair Inc: 2 directors
Two Directors at Wayfair Inc sold 51,105 shares at between 77.208USD and 77.210USD. The significance rating of the trade was 71/100. 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...
Etsy Inc: 1 director
A director at Etsy Inc sold 11,944 shares at 59.315USD and the significance rating of the trade was 69/100. 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 showin...
- Dan Salmon
The Trade Desk (TTD, Neutral, $75 target) Continued revenue decelerati...
In this first take following tonight’s results, we touch on: 1. 3Q25 revenue deceleration hangs over the stock 2. Management remains confident that Amazon DSP is not a competitor 3. Kokai adoption reaches three quarters of spend 4. CFO transition announced, other leadership changes evolve go-to-market
- Dan Salmon
Shopify (SHOP, Neutral, $105 target) GMV/revenue acceleration and AI e...
In this first take following this morning’s results we focus on: 1. 1st stock upside driver is 3Q25 revenue guidance, the second 2nd leg is AI enthusiasm 2. GMV and revenue strength are the star of today’s show 3. Latest AI innovations target a future of agentic commerce 4. Gross profit lags revenue as absolute dollar growth remains the focus 5. FCF margin outlook unchanged as reinvestment remains the focus
Costco Wholesale Corporation Reports July Sales Results
Costco Wholesale Corporation Reports July Sales Results ISSAQUAH, Wash., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $20.89 billion for the retail month of July, the four weeks ended August 3, 2025, an increase of 8.5 percent from $19.26 billion last year. Net sales for the first 48 weeks were $248.35 billion, an increase of 8.1 percent from $229.81 billion last year. Comparable sales were as follows: 4 Weeks 48 WeeksU.S.5.5% 6.2%Canada7.6% 4.9%Other International9.5% 4.6% Total Company6.4% 5.8...
- Dan Salmon
Amazon Com Inc: 1 director
A director at Amazon Com Inc sold 2,500 shares at 217.000USD and the significance rating of the trade was 58/100. 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 ...
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
MELI MERCADOLIBRE INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
TSEM TOWER SEMICONDUCTOR LTD
PLTR PALANTIR TECHNOLOGIES
PAY PAYMENTUS HLDGS INC
TMC THE METALS COMPANY INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
- Dan Salmon
Amazon (AMZN, Buy, raising target to $270) How OpenAI could unleash th...
AMZN remains our Top Pick, based on 2H25/1H26 AWS revenue acceleration, albeit lagging GCP and Azure. That AWS appears to be more capacity constrained than Azure and GCP is not a big surprise. MSFT has the largest base of GPUs, while GOOGL has a larger custom silicon base. We expect AWS to accelerate as it closes the gap on custom silicon, ramping into Trainium3 later this year.
- Matthew Weiss
- Scott Devitt
Margin Trajectory Improving; Neutral, $70 PT
Figure 1. 2Q25 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensusWayfair reported healthy 2Q25 results with revenue and adj. EBITDA ahead of consensus expectations. In the quarter, Wayfair reported revenue of $3.3B (+5.0% Y/Y), ~5% ahead of expectations, and adj. EBI
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BZH BEAZER HOMES USA INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
INOD INNODATA
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ROKU ROKU INC. CLASS A
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
ATXS ASTRIA THERAPEUTICS INC
GFS GLOBALFOUNDRIES INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Expectations Investing; OP, $250 PT
Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuidance notes: 2Q total revenue guidance of $159B to $164B; 2Q operating income guidance of $13.0B to $17.5B.In 2Q, total revenues grew +13.3% Y/Y, ~3% ahead of expectations, driven by outperformance across all segm
- Dan Salmon
Amazon (AMZN, Buy, $260 target) AWS’s day is coming, but today is not ...
In this first take following tonight’s results, we focus on: 1. AWS revenue growth beats consensus but the real question is 2H acceleration 2. Increased 2025 capex guidance no surprise but no early hints for 2026 3. Custom silicon, price, and incumbent workloads define the long-term AWS AI strategy 4. Tariff uncertainty weighs on retail outlook, but underlying fundamentals remain strong
- Matthew Weiss
- Scott Devitt
Back To The Future; Neutral, $90 PT
Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensuseBay reported strong 2Q results. GMV increased +6.0% Y/Y in the quarter to $19.5B, ahead of the Street's +2.5% Y/Y estimate, and revenue of $2.7B (+6.1% Y/Y) was ~3% ahead of expectations. Advertising revenue grew +2
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