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

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.

SiPh & Packaging

Daily Recap: KMX, FEC/PXT, UNF/CTAS, JHG/VCTR, CSGP, META, STRZ, VEEV,...

UniFirst Corp. (UNF - $257.91) and Cintas Corp. (CTAS - $196.28)Announces $5.5 Billion Cash & Stock Acquisition; Offer Value $310/share; Expected Close 2H'26. CTAS and UNF announced on March 11, 2026, that they have entered into a definitive agreement under which CTAS will acquire UNF for $310.

Daily Views on Tech Headlines | ORCL, Handsets, IONQ

Wedbush Morning Call - Mar 11 2026 6:59AM

Grasping the AI infra buildout (VII): What returns to expect?

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 compare the returns of AI cloud and frontier-model businesses with those of traditional cloud and core hyperscalers.

The Material Behind The AI Revolution: Homerun Resources Unlocks A New...

NVIDIA’s massive push into photonics is sending an important signal to the market: The future of AI will depend not only on faster chips, but also on faster, more efficient ways to move enormous amounts of data. That is why NVIDIA recently committed 4 billion USD to photonics companies Coherent and Lumentum to help secure the next generation of optical technologies needed to power tomorrow’s AI data centers.What many investors do not yet realize is that this rapidly growing AI infrastructure dep...

Daily Views on Tech Headlines | STM, GFS, TSEM, AXTI HPE, Quantum

Net, we would emphasize: 1) the US Government's recognition of the threat quantum computing systems will eventually pose to classical cryptography (as well as current threats from potential bad actors to "harvest now, decrypt later") as well as 2) the apparent need to implement and deploy post-quan