Financial Research & Reports Finder

reports

Antoine Chkaiban ... (+2)

Antoine Chkaiban
Pierre FerraguÊ

NVDA NVIDIA Corporat...
MSFT Microsoft Corpo... ... (+3)

OpenAI swiftly and openly snags OpenClaw’s star: Initial thoughts on t...

Dear all, OpenAI acquired Peter Steinberger, the Austrian creator of the viral open-source AI agent framework OpenClaw. Click on the link below for key facts and our take. Pierre.

NVDA NVIDIA CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.

5h / 32m 5h / 32m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

TSLA TESLA INC

Tesla: Increasing AI capex >5x in 2026. Implications.

At its 4Q25 earnings, Tesla guided capex to >$20bn this year, up >130% YoY and 80% above consensus. In today's one slider we analyze the drivers of the increase and what it implies for Tesla's robotaxi ambitions.

6h / 38m 6h / 38m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | Memory, GFS, TSEM

One of the questions that we've continuously encountered (understandably) is where are we in the AI adoption and investment timeline (e.g. when will slowing investment trends become a headwind). While history is never a perfect determinant of future results (and recent economic data in particular m

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

10h / 6m 10h / 6m 1 EN

Wedbush Research

Wedbush Research

XENE Xenon Pharmaceu...
WDC Western Digital... ... (+46)

Wedbush Morning Call - Feb 17 2026 6:56AM

XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
AJX GREAT AJAX
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
STX TRAVERE THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
EWTX GEMINI THERAPEUTICS INC
DDI EDGEWISE THERAPEUTICS INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
BCAX EMBRACER GROUP AB
TLX BICARA THERAPEUTICS INC.
VOYG TELIX PHARMACEUTICALS LIMITED
BTGO VOYAGER TECHNOLOGIES INC
BITGO HOLDINGS INC.

12h / 29m 12h / 29m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

VMW VMware Inc. Cl...
WDC Western Digital... ... (+18)

West Coast Tour - Memory Dictates Everything

VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

12h / 57m 12h / 57m 1 EN

Anish Jog ... (+7)

Anish Jog
Chase Tohanczyn
Daniel Ives
Matthew Weiss
Sam Brandeis
Scott Devitt
Steven Wahrhaftig

AAPL APPLE INC.

2026 Will be the Year Apple Gets Into the AI Game; Recent Sell-Off Unw...

13h / 1m 13h / 1m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | ANET, NVDA, MU, Hynix

02/13/26 February 13, 2026 1 EN

Michael Piccolo

Michael Piccolo

TRIP TripAdvisor In...
NFLX NETFLIX INC. ... (+4)

Daily Recap: TRIP, WBD/NFLX, TPH/1911, 6201, EA, KCO/WS, UBI, AAV, OS,...

Warner Bros. Discovery, Inc. (WBD - $28.11) and Netfilx Inc. (NFLX - $75.86)News Reports Paramount Enlists Top Shareholder in Push to De-Rail Pending Merger.Paramount (PSKY) is in discussions to nominate Matt Halbower, CEO of Pentwater Capital Management, to WBD's board as part of a proxy fight aim

TRIP TRIPADVISOR INC.
NFLX NETFLIX INC.
EA ELECTRONIC ARTS INC.
MSFT MICROSOFT CORPORATION

02/13/26 February 13, 2026 1 EN

Wedbush Research

Wedbush Research

UBI Ubisoft Enterta...
WLDN WILLDAN GROUP ... (+37)

Wedbush Morning Call - Feb 13 2026 6:52AM

UBI UBISOFT ENTERTAINMENT SA
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PINS PINTEREST INC. CLASS A
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
ABNB REZOLUTE
FNMA AIRBNB INC. CLASS A
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
RIVN SEAGATE TECHNOLOGY HLDGS PLC
GFS RIVIAN AUTOMOTIVE INC
TYRA GLOBALFOUNDRIES INC
CART TYRA BIOSCIENCES INC
DBD MAPLEBEAR INC.
DIEBOLD NIXDORF INCORPORATED

02/13/26 February 13, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | PSTG, NTAP, HPE, Foundry

02/12/26 February 12, 2026 1 EN

Michael Piccolo

Michael Piccolo

GOOGL Alphabet Inc. C...
FB Facebook Inc. ... ... (+4)

Daily Recap: BARK, SDR, META, PFSI, APC/ARKO, 6201, BALY/GLPI, GRAB, P...

Schroders plc (SDR - £587.50)Announces £9.9 Billion All-Cash Acquisition; Offer Value £612 (£590 Cash + £22 Permitted Dividends); Expected Close 4Q'2026. Nuveen, the investment management arm of Teachers Insurance & Annuity Association of America (TIAA), agreed on February 12, 2026, to acquire

GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION

02/12/26 February 12, 2026 1 EN

Wedbush Research

Wedbush Research

SHOP SHOPIFY INC.
WDC Western Digital... ... (+40)

Wedbush Morning Call - Feb 12 2026 6:48AM

SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
NFLX NETFLIX INC.
HNSA HANSA BIOPHARMA AB
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
U BEAM THERAPEUTICS
DAWN UNITY SOFTWARE
FNMA DAY ONE BIOPHARMACEUTICALS INC
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GLOBALFOUNDRIES INC

02/12/26 February 12, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+18)

Did We Miss the Forest for the Trees?

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

02/12/26 February 12, 2026 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | TSEM, Memory

02/11/26 February 11, 2026 1 EN

Wedbush Research

Wedbush Research

WDC Western Digital...
TSLA TESLA INC ... (+31)

Wedbush Morning Call - Feb 11 2026 7:16AM

WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
STX INC.
CCSI SEAGATE TECHNOLOGY HLDGS PLC
GFS CONSENSUS CLOUD SOLUTIONS INC
GMTX GLOBALFOUNDRIES INC
DNTH GEMINI THERAPEUTICS INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.

02/11/26 February 11, 2026 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

TSLA TESLA INC
ORCL Oracle Corporat... ... (+8)

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

TSLA TESLA INC
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION