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Amazon Com Inc: 6 directors

Seven Directors at Amazon Com Inc bought/sold/sold after exercising options 72,258 shares at between 0.000USD and 202.880USD. The significance rating of the trade was 98/100. 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...

Antoine Chkaiban
  • Antoine Chkaiban
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
Pierre FerraguÊ
  • Pierre FerraguÊ

Nvidia guide up, Palo Alto platformization, Soitec correction, and mor...

As always, during earnings season, we wrap-up what happened in the previous week.

Matthew Weiss ... (+3)
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
Sid Rajeev
  • Sid Rajeev

Efficiency Outweighs Revenue Headwinds

KIDZ.V (TSX) / KDOZF (NASDAQ) Q3-2024 Highlights. Revenue fell 19% YoY, missing estimates by 9%, but EPS improved due to higher margins and cost reductions. KIDZ is poised to benefit from stricter ad regulations like COPPA 2.0 and aims to expand its audience with Prado, a new ad platform for teens and parents. With a strong Q4 rebound expected and trading at a 72% discount to peers (EV/R 0.9x vs 3.03x), KIDZ shows potential for long-term growth. Read the full report for insights.

Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the ...

Yesterday the DOJ filed its proposed remedies in the Search antitrust case. The recommended divestiture of Chrome drew most of the headlines. And while potentially very negative for GOOGL (as are all proposed remedies), we don’t believe it is the most impactful to the market for general search services.

Alphabet Inc.: US DOJ asks court to force divestiture of Chrome web br...

If Google were to sell its Chrome web browser, which has around a 61% US market share, Alphabet would lose market share and its overlapping businesses and some AI plans would be curtailed.

Pierre FerraguÊ
  • Pierre FerraguÊ

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...

We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.

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