Daily Views on Tech Headlines | NVDA, UMC, DELL

Meta Platforms (META, Buy, $800 target) Logical RL cost cuts + 9% pote...

Earlier today Bloomberg reported that META is considering cutting costs up to 30% at Reality Labs (RL) as part of its annual budget planning for 2026. The cuts would be targeted in virtual reality (i.e., Quest headsets) and Horizon Worlds (i.e., the VR game and game creation platform).

Daily Views on Tech Headlines | INTC, MU, SNDK

Daily Views on Tech Headlines | MRVL, MCHP, SNDK

Wedbush Morning Call - Dec 03 2025 6:52AM

Amazon (Buy, $340 target) A different AI Winner narrative emerging as ...

AWS CEO Matt Garman gave the Opening Keynote of re:Invent 2025 earlier today, and it was accompanied by several new announcements, the most important of which we review below: 1. Trainium3 is now generally available and first details on Trainium4 2. AI Factories provide a growth vector to bypass datacenter bottlenecks 3. Nova Forge model facilitates a new take on enterprise relevant fine tuning 4. Kiro AI coding agents extended and updated – now AMZN’s internal autonomous tool We think several a...

AWS re:Invent 2025 CEO Keynote Recap: Big Year Ahead

Keynote Recap: Matt Garman, CEO, AWSAWS CEO Matt Garman delivered several important AI-focused product announcements, including a new family of foundation models (Amazon Nova 2), AWS Trainium3 UltraServers, expanded Amazon Bedrock AgentCore capabilities, and frontier agents. Trainium3, announced to

AAPL Shaking Up AI Executive Office, Strategic Hire at the Right Time

Daily Views on Tech Headlines | AMD, MRVL, NVDA, SNPS

Wedbush Morning Call - Dec 02 2025 6:56AM

The Everything Store Testing Ultra-fast Grocery Delivery; Underperform...

Bible 3Q25 - Smartphones: Still no recovery in sight. 2026 guided to a...

Today, we are publishing the Smartphones section of our 29th 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 Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Ship...

5 Things to Know in Investing This Week - The AI Agents are Replacing ...

Daily Views on Tech Headlines | INTC, AAPL, MU, UMC

Daily Views on Tech Headlines | Kioxia, SNDK

Kioxia, SNDK: US, Japan rumored to be mulling joint NAND fabView: Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the US are considering a public/private plan to establish a NAND flash fab in the US, with Kioxia and SNDK viewed as potential lead investors.With NAND supply t

Daily Views on Tech Headlines | DELL, SMCI, NVDA, AMD, AVGO

Specifically we believe China's output of advanced semiconductors (and associated components like memory) is constrained, limiting their ability to export their tech (or perhaps even fully satiate domestic needs). Until this setup changes, or we see mature node tech being deployed in edge installat

Wedbush Morning Call - Nov 26 2025 7:07AM

Amazon Com Inc: 5 directors

Six Directors at Amazon Com Inc sold/sold after exercising options 67,877 shares at between 0.000USD and 222.490USD. 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 ...

A Surprise Side of Better GMs is a Nice Turkey Day Treat

Google planning to offer TPUs on premise? Our quick take.

The information reported overnight that Google is seeking to expand its TPU business by giving customers the option of on-premise use. Read for our take.