NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 225,000 shares at 190.601USD 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...

PSA Capital Goods / Technology: AI Lifts Automation

PSA’s automation and robotics analyst William Nestuk reviews the performance of automation stocks this year and explains why this month, AI has lit a touchpaper to strong performance by names in the sector.

Daily Views on Tech Headlines

Wedbush Morning Call - Oct 10 2025 6:50AM

Insight Focus on Product Advancements or Fundamentals?

Higher Memory CostsNTAP historically has been somewhat less adept than its peers during periods when memory costs fluctuate.We would not expect any impact on current quarter dynamics or even potentially FQ3 economics given our belief that NTAP pulled some storage purchases forward into CQ2.However,

ABB Ltd: Sale of robotics division increases financial flexibility - a...

Sale of robotics division for $5.3 billion is credit positive as it increases financial flexibility to allocate the proceeds according to ABB's capital allocation principles.

Oracle Corporation - August 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Daily Views on Tech Headlines

Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details

Wedbush Morning Call - Oct 09 2025 6:44AM

September Sales Review - Lifting PT to NT$1,700

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group, Verisure

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group

Oracle AI cloud margins: Much ado about nothing

The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.

Daily Views on Tech Headlines

we see limited impetus for manufacturers to shift lines to alleviate tight conditions (since there is tightness everywhere), a result that we believe will likely prolong shortages for older DRAM parts.Commercial Times, Economic Daily News

Robotics sold, could boost buybacks

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 QUALCOMM Incorporated and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 3 October 2025 in which we reassessed the appropriateness of the ratings in the conte...

AMD/OpenAI: much larger than you thought…

We put overnight the OpenAI / AMD announcement into perspective. Truly transformational in our view, and potentially representing 50% of the startup’s deployments by 2030… including the giant $300bn Oracle contract.

Daily Views on Tech Headlines

Q3e: Business flat while stocks grind higher

Sustained momentum