Daily Views on Tech Headlines | MRVL, MCHP, SNDK

PSA Technology: Is Robotics to be Part of the Current Semiconductor Bo...

News that Fanuc (6954 JT) is integrating Nvidia’s (NVDA US) robotic tools into its own software solutions is a reminder that, for all the focus on where large language models like ChatGPT can take us, these solutions remain very much in the virtual realm. The next big breakthrough in AI would come when such models can deliver fully spatially aware, autonomous mobile products, be these self-drive cars or industrial robots, and to do so at a price and quality that is commercially viable. Analysts ...

Wedbush Morning Call - Dec 03 2025 6:52AM

Purefectly as Expected

OpenAI Losing the Lead to Google? Implications for Microsoft

The release of Gemini 3 has triggered a wave of strong reception across the industry. Please click the link for our thoughts on what this means for Microsoft.

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

TPU v7 vs. Blackwell & Rubin: what we know so far about efficiency.

We published earlier this year an analysis comparing efficiency of GPUs and TPUs. Today, we extend the analysis to TPU v7 (Trillium) and Nvidia Rubin.

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

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

Wedbush Morning Call - Dec 01 2025 7:00AM

Generally Positive Expectations Heading into Q3 Earnings

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

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.

Daily Views on Tech Headlines | META, GOOGL, NVDA, AVGO

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

5 Things to Know in Investing This Week - The All-Nvidia all the Time...

Daily Views on Tech Headlines | MU, SNDK, AVGO, NVDA, SIMO

For hardware, we see the "winners" in models as less important (though Google supremacy would seemingly be better for AVGO given its role in supporting the cloud giant's TPU efforts), with rather the more essential piece being continued advancement and increased use of inference (revenue generating