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Dan Salmon
  • Dan Salmon

Amazon (Buy/Top Pick, target declines to $285) Higher capex = higher A...

Our target declines to $285 from $350 on mixed estimate changes (dominated by lower near-term FCF) as well as slightly lower target multiples to better account for elevated investment risk.

Michael Piccolo
  • 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

 PRESS RELEASE

Robinhood Reports Fourth Quarter and Full Year 2025 Results

Robinhood Reports Fourth Quarter and Full Year 2025 Results Record Revenues of $4.5 billion in 2025, including a record $1.28 billion in Q4Record Diluted EPS of $2.05 in 2025, including $0.66 in Q4Record Net Deposits of $68 billion in 2025, including $16 billion in Q4Robinhood Gold Subscribers reached a record 4.2 million MENLO PARK, Calif., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Robinhood Markets, Inc. (“Robinhood”) (NASDAQ: HOOD) today announced financial results for the fourth quarter and full year of 2025, which ended December 31, 2025. “Our vision hasn’t changed: we are building the Fin...

 PRESS RELEASE

TeraWulf Announces Participation in Upcoming Investor and Industry Con...

TeraWulf Announces Participation in Upcoming Investor and Industry Conferences EASTON, Md., Feb. 10, 2026 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated digital infrastructure, today announced that members of senior management will participate in the following upcoming conferences and events: March 2, 2026: Morgan Stanley Energy and Power Conference, New York, NYMarch 3, 2026: Citizens Technology Conference, San Francisco, CAMarch 3, 2026: J.P. Morgan Global Leveraged Finance Conference, Miami, FLMarch...

Pierre FerraguÊ
  • Pierre FerraguÊ

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

 PRESS RELEASE

LifeStance to Host Fourth Quarter and Full Year 2025 Earnings Conferen...

LifeStance to Host Fourth Quarter and Full Year 2025 Earnings Conference Call on February 25, 2026 SCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: LFST), one of the nation’s largest providers of outpatient mental health care, will issue its fourth quarter and full year 2025 earnings release before the market opens on Wednesday, February 25, 2026. LifeStance will host a live earnings conference call to discuss fourth quarter and full year results on February 25, 2026, at 8:30 a.m. Eastern Time. To participate in the call, please dial 1-800-715-9871, domestically, or 1-646-3...

Pierre FerraguÊ
  • Pierre FerraguÊ

The market has it backwards: Meta is the only hyperscaler overspending...

Microsoft, Google, and Amazon sold off after announcing large capex increases, while Meta rose ~10%. Our analysis suggests the market has this backwards. Please see the link for our take, summarised on a single slide.

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