Workday Inc: 2 directors

A director at Workday Inc sold 1,585 shares at 113.050USD and the significance rating of the trade was 43/100. 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 sho...

Workday, Inc.: Updated credit analysis

Our credit view of this issuer reflects its strong competitive position, solid cash flow and conservative financial policies..

Wedbush Morning Call - Apr 08 2026 6:46AM

Anthropic Launches Project Glasswing, CRWD and PANW as Key Partners

Good News on Iran Ceasefire Front..Risk-On Environment Will Benefit Te...

ServiceNow, Inc.: Credit analysis following ratings affirmation

Our credit view of this issuer reflects its large revenue backlog and solid renewal rates, offset by its overlap with competitorsa offerings.

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 8,000 shares at 125.950USD and the significance rating of the trade was 68/100. 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 cle...

Palo Alto Networks Inc: 2 directors

Two Directors at Palo Alto Networks Inc sold 6,100 shares at between 160.415USD and 161.400USD. The significance rating of the trade was 68/100. 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 o...

Moody's Ratings affirms ServiceNow's A2 rating; outlook remains positi...

Rating Action: Moody's Ratings affirms ServiceNow's A2 rating; outlook remains positive. Global Credit Research- 01 Apr 2026. New York, April 01, 2026-- Moody's Ratings affirmed ServiceNow, Inc.' s A2 long-term issuer rating and senior unsecured notes rating, and maintained a positive ratings outlook.

The Tech Infrastructure Quarterly Bible 4Q25

​​​​We publish today our comprehensive quarterly bible: 243 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

InsiderInsights Weekly Report: March 28, 2026

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Hewlett Packard Enterprise Co: 3 directors

Three Directors at Hewlett Packard Enterprise Co sold 411,085 shares at between 25.080USD and 25.181USD. The significance rating of the trade was 89/100. 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 di...

InsiderInsights.com Daily Ratings Report: March 27, 2026

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Wedbush Morning Call - Mar 27 2026 6:58AM

RSA 2026 Key Takeaways

Company Specific Key Takeaways:CRWD: CrowdStrike was the defining presence at RSA 2026 and our conversations reinforced our view that CRWD is the gold standard of cybersecurity in the AI era. Next-gen SIEM is well-positioned competitively given first-party Falcon data, no ingest costs, identity/pri

Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stab...

The recovery has largely played out in Legacy, but growth rates keep accelerating. With agentic AI driving demand for traditional infrastructure, this could create positive surprises. Public-cloud growth also accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens with no sign of material reacceleration, suggesting that low-teens growth is becoming the new normal.

Wedbush Morning Call - Mar 25 2026 6:35AM

Takeaways from RSA Conf; AI Will Be a Boom For Cyber Industry....NOT I...

Cisco Systems Inc: 1 director

A director at Cisco Systems Inc sold 4,892 shares at 77.974USD and the significance rating of the trade was 51/100. 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 clearl...

Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility...

Today, we are publishing the Hyperscale & Cloud 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. AI is increasing capital intensity and productivity. Public cloud growth is approaching 35% YoY, constrained by capacity addition. Similar comments at every step of the supply chain: compute, m...