Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Microsoft Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 5 September 2025 in which we reassessed the appropriateness of the ratings in the con...

Could Oracle capture all OpenAI’s compute by 2027? Implications for Mi...

Oracle’s RPO jumped by $320bn QoQ, which the WSJ tied to a 4.5GW, $300bn, 5-year contract with OpenAI starting in 2027. In the note below, we show how this compares with leaked projections of OpenAI’s compute needs.

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DRAM, Memory: Taiwan DRAM makers to eye 20-50% Q4 Px hikes amid DDR4 squeezeView: The Commercial Times suggests DDR4 contract prices could rise another 20%–50% in Q4 off of already elevated levels. Specifically, Nanya reportedly raised contract prices 70% Q/Q in Q3 and is set for another 50% increa

Oracle RPOs: Beginning of the bubble... or beginning of the AI era?

Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.

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Wedbush Morning Call - Sep 10 2025 6:59AM

August Sales Review

Valuation: We are reiterating our OUTPERFORM rating and maintain our target price of $1,300. We base our target on a multiple of ~20X applied to our 2026E EPS (net cash). We believe this valuation is supported by TSMC's robust intermediate growth outlook (driven by demand for advanced semiconductor

XPUs: Sizing the upside for Broadcom and the downside for Nvidia

Broadcom disclosed last week a $10bn AI rack order for 2H26 (widely linked to OpenAI) and signaled growth in their AI division could accelerate further in 2027. In this note, we break down what this could mean for the ASIC vs. GPU battle and the future structure of the AI compute market, looking in particular at the addressable market of in-house ASICs.

Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...

Today, we are publishing the Hyperscale & Cloud section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....

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NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 225,000 shares at 168.953USD 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 clearly s...

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While this feature will only be offered in select cities (for now), comes with several limitations (to protect drivers and users) and is unlikely to represent a significant share of payments, we believe this will increase transport accessibility and reflects the continued relevance of cash for cert

Broadcom 3FQ25: ASIC adoption accelerating at Google, Meta & OpenAI. B...

Broadcom reported 3FQ25 yesterday.

Could Broadcom XPUs ramp to 50% of infrastructure deployed by clients ...

Broadcom announced yesterday a $10bn AI rack order (likely OpenAI), for inference, and hinted growth could accelerate in 2027.

Is Broadcom XPUs set to capture 45% of OpenAI infrastructure deploymen...

Broadcom announced a $10bn ramp at a new client in the second half of 2026.

Wedbush Morning Call - Sep 05 2025 7:07AM

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Foxconn, NVDA: August sales suggest continued AI momentumView: While overall sales slipped slightly M/M, AI sales remained robust with Foxconn noting it saw customers pull in shipments and reiterating it expects rack shipments will increase 3X. We see this news as indicative that near-term momentum

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August Sales