Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 ye...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look at how rising AI infrastructure capex translates into sustained cloud revenues growth, and who will consume how much cloud services by the end of the decade.

Daily Views on Tech Headlines | MU

Again, we see higher pricing/utilization as clear positive for all mature foundry participants (though of the companies in our coverage universe, UMC likely sees more immediate benefit given it isn't as focused on specialty materials). At the same time, we also remain somewhat nervous around the su

Daily Recap: STAA, NSA/PSA, CZR, WT, MU, ACN, NBIS/META, SLAB/TXN, BZF...

National Storage Affiliates (NSA - $30.94) and Public Storage, Inc. (PSA - $297.72)Announces $10.5 Billion All-Stock Acquisition; Offer Value $41.68/share (Exchange Ratio 0.14 Shares); Expected Close 3Q'26. PSA announced an all-stock agreement to acquire NSA at an enterprise value of ~$10.5 billion

Wedbush Morning Call - Mar 16 2026 7:07AM

Hosts AIPCon; Key Takeaways...Capitalizing on Commercial/Government AI...

Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 7,500 shares at 204.870USD and 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 over the last two ye...

Grasping the AI Infra buildout (X): “Internal AI” returns? lower than ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what returns hyperscalers generate on AI investments today and how these could improve over time once the "tail effect" kicks in.

WEDBUSH INVITE| GTC 2026 Co-Hosted Mixer | March 18, 8:30pm - Late

Daily Views on Tech Headlines | Foundry, IBM, Quantum

IBM, Quantum: IBM releases a new blueprint for quantum-centric supercomputingView: Yesterday, IBM announced the industry's first published quantum‑centric supercomputing reference architecture, a new blueprint for integrating quantum computing into modern supercomputing environments. The architectu

Wedbush Morning Call - Mar 13 2026 6:42AM

Industry Pricing Running Well Ahead of Modeled Expectations

Grasping the AI infra buildout (IX): How does the “tail effect” boost ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at how the "tail effect" boosts ROIC for AI infrastructure and traditional compute deployments.

Daily Views on Tech Headlines | Meta, MSFT, Xanadu

Xanadu, Quantum: Xanadu announces negotiations toward up to ~$287M in gov't grantsView: Xanadu AI yesterday announced that it has entered negotiations with the Government of Canada and the Government of Ontario for support for Project OPTIMISM, an initiative to establish advanced semiconductor and

Wedbush Morning Call - Mar 12 2026 7:07AM

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold/sold after exercising options 300,000 shares at 182.520USD and the significance rating of the trade was 75/100. 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...

WEDBUSH INVITE| GTC 2026 Co-Hosted Mixer | March 18, 8:30pm - Late

GOOGL/AMZN/META AI Capex Update: AWS adds more GWs than GCP but GOOGL ...

We have added a lot of new analysis to our quarterly AI Capex update for GOOGL, AMZN and META including: 1) Annual gigawatt (GW) additions and installed capacity; 2) GW breakouts for AWS and GCP, as well as AI vs non-AI, and 3) A new timing delay factor for GPU components to improve installed base estimates.

Grasping the AI Infra buildout (VIII): “Tail effect” materially boost ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what we call the tail effect: How ROIC underestimates the actual return on AI infrastructure over the full useful life of chips.