reports
Zscaler Significantly Expands Global Sovereignty on Zero Trust Exchang...
Zscaler Significantly Expands Global Sovereignty on Zero Trust Exchange Platform New Regions and Enhanced Local Control Plane Allow Enterprises to Navigate Complex Global Regulations Without Sacrificing Speed, Security or Uptime SAN JOSE, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: ZS), the leader in cloud security, today announced a significant expansion of its data sovereignty capabilities globally, powered by the Zscaler Zero Trust Exchange™ cloud security platform. As organizations increasingly demand the ability to independently manage digital assets while complying with l...
- Wedbush Research
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA 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
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
OCUP INC.
FHTX OCUPHIRE PHARMA INC
STX FOGHORN THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
GETY CI&T INC
SLDB GETTY IMAGES HOLDINGS INC
DNTH SOLID BIOSCIENCES INC
SERV DIANTHUS THERAPEUTICS INC
VOYG SERVE ROBOTICS INC
VOYAGER TECHNOLOGIES INC
Magnite and NOVA Entertainment Partner to Enable Programmatic Access t...
Magnite and NOVA Entertainment Partner to Enable Programmatic Access to the Nova Retail Network SYDNEY, March 11, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, today announced a partnership with NOVA Entertainment to power programmatic across the Nova Retail Network, one of Australia’s most innovative in-store audio networks. The Nova Retail Network reaches millions of shoppers across retail locations nationwide, delivering curated audio content and advertising directly to consumers at the point of purchase. The collaboration allo...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Wedbush Research
TSLA TESLA 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
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
NFLX NETFLIX INC.
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
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
VRDN DOORDASH
CGEM VIRIDIAN THERAPEUTICS INC
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
ARTV MOONLAKE IMMUNOTHERAPEUTICS
SLDB ARTIVA BIOTHERAPEUTICS INC
CART SOLID BIOSCIENCES INC
IMA MAPLEBEAR INC.
BTGO IMAGENEBIO INC.
BITGO HOLDINGS INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Takeaways from Agentic Commerce Advisor Call
ChatGPT is winning share of the discovery phase, but final purchase behaviors remain on merchant-owned sites. According to our expert, the initial industry theory suggested chatbots would benefit from consumer preferences for an experience that handled discovery to purchase within a single flow. La
Cullinan Therapeutics Provides Corporate Update and Reports Fourth Qua...
Cullinan Therapeutics Provides Corporate Update and Reports Fourth Quarter and Full Year 2025 Financial Results Initial clinical data for CLN-978 in SLE and RA confirmed for Q2 2026; repeat dosing data in RA confirmed for Q3 2026 Zipalertinib rolling NDA submission completed; enrollment of REZILIENT3 frontline study completed with top-line results available by year-end 2026 Cash and investments of $439.0 million as of December 31, 2025; runway into 2029 CAMBRIDGE, Mass., March 10, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: CGEM; “Cullinan”), a clinical-stage biopharmaceutical company accelerat...
- Geoffrey Von Der Ahe
- Robert Driscoll
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
STARTING SOON: Insights on Agentic Commerce | March 10 | 10AM ET
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- Antoine Legault
- Matthew Bryson
TSLA TESLA 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
IDYA INC.
DASH IDEAYA BIOSCIENCES
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
PL GLOBALFOUNDRIES INC
APGE PLANET LABS PBC
DNTH APOGEE THERAPEUTICS INC
CRBP DIANTHUS THERAPEUTICS INC
CART CORBUS PHARMACEUTICALS HOLDINGS INC.
RNAC MAPLEBEAR INC.
TLX CARTESIAN THERAPEUTICS INC
VOYG TELIX PHARMACEUTICALS LIMITED
VOYAGER TECHNOLOGIES INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (VI): Who pays for all these Enterprise...
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 into who pays for all these Enterprise Cloud AI bills. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as we progress in this...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Reminder - Wedbush Invite: Insights on Agentic Commerce | March 10 | 1...
Host Bio: Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
DAWN CORSAIR GAMING
STX DAY ONE BIOPHARMACEUTICALS INC
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
EWTX INC.
NATL GLOBALFOUNDRIES INC
CAMP EDGEWISE THERAPEUTICS INC
JBIO NCR ATLEOS CORPORATION
CAMP4 THERAPEUTICS CORPORATION
JADE BIOSCIENCES INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (V): How can frontier labs fund rising ...
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 into how frontier labs can absorb rising compute costs in 2027 and beyond. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refining our numbers in real time as...
MarketWise Reports Net Revenue of $83.4 Million and Net Income of $14....
MarketWise Reports Net Revenue of $83.4 Million and Net Income of $14.0 Million for Fourth Quarter 2025; Q4 Billings Increase 42% YoY; Beats FY 2025 Guidance for Billings and CFFO; Raises FY 2026 Guidance; Increases Regular Dividend by 25%, FY 2026 Dividend Target of $1.80 per Class A Share; Board Resumes $50M Share Buyback Program BALTIMORE, March 06, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directe...
- Laura Chico
- Thomas Yip
- Wedbush Research
SHOP SHOPIFY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
NFLX NETFLIX INC.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
CHWY CHEWY INC. CLASS A
STTK SHATTUCK LABS
KROS KEROS THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
DAWN DAY ONE BIOPHARMACEUTICALS INC
XMTR XOMETRY
TNGX INC.
ELYM TANGO THERAPEUTICS
APP INC
TTD ELIEM THERAPEUTICS INC
CMPX APPLOVIN CORP
RGTI THE TRADE DESK
EWTX INC.
CART COMPASS THERAPEUTICS
TLX RIGETTI COMPUTING INC
BBOT EDGEWISE THERAPEUTICS INC
MAPLEBEAR INC.
TELIX PHARMACEUTICALS LIMITED
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Pierre FerraguÊ
Grasping the AI Infra buildout (IV): How can hyperscalers swallow so m...
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 into how Hyperscaler P&Ls can absorb 2026 capex, and extend the perspective into the end of the decade. Note: For our latest estimates, please see updates to the slides published earlier this week; we are refinin...
- Pierre FerraguÊ
Bible 4Q25 - Industrials: upcycle in full swing
Today, we are publishing the industrials section of our 30th 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. Industrial semiconductor revenue growth accelerated to 23% YoY in 4Q25. Industry commentary points to continued momentum through 2026.
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