Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold after exercising options/sold 33,109 shares at 255.540USD 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...

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Valens Equity Weekly Insights - 2024 12 24

Meta Platforms (META) is investing heavily to capitalize on the rapidly growing AI market. Uniform Accounting highlights the market's unwarranted pessimism about Meta's likelihood to succeed, while Meta's starting position, and track record, gives reason to think it will succeed, indicating equity upside. Meta has a strong track record of succeeding in its large investments. After spending a combined $20 billion on Instagram and Whatsapp, Meta was able to solidify itself as the largest social m...

Daily Views on Tech Headlines |TSMC, Memory, YMTC

Amazon Com Inc: 1 director

Two Directors at Amazon Com Inc bought/sold 20,537 shares at between 0.000USD and 245.000USD. The significance rating of the trade was 68/100. 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 ove...

Intel gross margin: revenue recovery and price increases stronger than...

Wedbush Morning Call - Apr 16 2026 7:04AM

Living on the Leading Edge—and Extending It; Raising PT to NT$2,400

Daily Views on Tech Headlines |TSMC, Memory, YMTC

AMZN/GSAT…Getting a new band of tech giants together

AMZN announced that it is acquiring Apple satellite partner GSAT and that it has also reached an agreement for Amazon Leo to power satellite services for the iPhone and Apple Watch. In this note, we discuss issues related to the government's review of the potential transaction.

Updated AI ROICs for GOOGL, AMZN and META​. Everyone lower as higher A...

Updated AI ROIC estimates for GOOGL, AMZN and META.

Traditional server CPU shipments to rebound for multiple years

Traditional CPU-based server shipments declined 30% over the past five years, as hyperscalers prioritized AI infrastructure and the traditional server installed base grew much more slowly. Over the next few years, replacement demand should accelerate materially as aging fleets are refreshed, driving a multi-year rebound in traditional server CPU shipments. Please click the link below for the full detail, in one slide.

Daily Views on Tech Headlines |AVGO, Memory, Semicap, SNX

The question for capital equipment in general rather, in our view, is how elevated might demand get to in the out years, which will in part demand on the sustainability (and perceived sustainability) of AI data center requirements through 2027 and into the latter parts of this decade, as well as mo

Wedbush Morning Call - Apr 15 2026 7:09AM

CQ1 Preview - Expect Another Strong Quarter/Guide Driven by AI

Daily Recap: LEG/SGI, WBD/PSKY, GSAT/AMZN, AAL/UAL, BE/ORCL, AVNS, GNK...

INDUSTRY RESEARCH:The State of Play in Biotech M&A. M&A activity remains a key barometer of health across the biotechnology sector and a central driver of strategic capital allocation within life sciences. While 2024 was characterized by smaller, bolt-on transactions and a shift toward earl

Daily Views on Tech Headlines |SiPh, TSEM, TSMC, AI

It makes limited sense to us that NVDA would purchase an established PC company given the competition (which would invariably result) with its current customers in the PC and server space, not to mention the negative implications for GMs, as well as the questionable value add (with the bulk of PC s

Wedbush Morning Call - Apr 14 2026 6:41AM

Alphabet (GOOGL, Buy, $380 target) Amazon (AMZN, Buy/Top Pick, $280 ta...

Last week we: 1. Updated our Anthropic P&L, compute spend estimates and the AI lab’s contributions to AWS and GCP revenues. 2. Lowered our AWS AI revenue after CEO Jassy announced a $15B+ revenue run-rate in the annual letter to shareholders. In this report we make two more adjustments: 1. We have added this morning’s CRWV + Anthropic partnership to our P&L/compute estimates, leading to share adjustments for AWS and GCP. 2. Added an estimate of spend through direct chip sales for both GCP and AW...