Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 117,782 shares at 102.032USD 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 directors over the last two years c...

Global Artificial Intelligence Industry June 2025

This report looks at the artificial intelligence (AI) industry worldwide. Artificial intelligence is an emerging industry whose applications are employed in a range of traditional industries, from industrial manufacturing, consumer goods, aviation, transportation, and healthcare. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry.

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Microsoft vs. OpenAI: Implications for investors?

Press reports about ongoing negotiations between Microsoft and OpenAI have intensified in recent weeks. How much does that matter for investors in Microsoft? In this note, we lay out our understanding of the current agreement, outline what is publicly reported about ongoing negotiations, and we provide our perspective on the situation.

Deep dive into Chinese Semicap: How much of a headwind for Western pla...

Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...

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Wedbush Morning Call - Jun 27 2025 7:00AM

The Race to $4 Trillion Market Cap Has Begun With Microsoft and Nvidia...

PSA Technology / IC Materials: Implications for IC Materials Sector as...

We consider IC material plays as laggard beneficiaries to the rising spend on Data Centres.

The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

Wedbush Morning Call - Jun 26 2025 7:04AM

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Delivers Solid Quarter Meeting Elevated Expectations

Director's Cut: More Sanguine on Near-Term Market Outlook

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Wedbush Morning Call - Jun 25 2025 7:03AM

Checks Proving AI Enterprise Adoption Accelerating For FY26; Raising P...

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"Risk-On Moment" As Israel/Iran Ceasefire Begins...Tech Stocks Front a...

Daily Views on Tech Headlines