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Edgewater Comments- $AMZN: Fundamentals remain bullish with NA retail trends proving resilient; AWS growth relatively consistent Q/Q, Capacity constraints/Outlook improving

$OKLO BNP Paribas Exane Starts at Underperform PT $14

$OSCR Baird Cuts to Neutral Given the recent pre-announced 2Q and 2025G revision, we are increasingly cautious into 2026. While we like the management team, track record of execution, and long-term story, the difficulty is a broader end-market issue with the ACA Exchange

Cowen on $DDOG ER 8/7 Expecting Strong Beat & Raise; DDOG reports on 8/7. We expect another strong beat vs. guide of +23% & raise to FY. Our checks show strong demand for Observability, good Logs traction + other newer products, & potential share gains vs. Splunk. The shares

BofA - Demand for developers is increasing, not decreasing We believe our 2025 DevSecOps survey is timely given increasing investor curiosity on what tools are being used to create, deliver, and secure the next generation of AI- powered digital experiences. The most interesting

Hyperscalers most used DevOps Vendors followed by $GTLB

$AMZN $MSFT

When Motley Fool articles pop up recommending AI or Robotic stocks to buy, top incoming!

*SAMSUNG TO PRODUCE TESLA CHIPS IN $16.5 BILLION MULTI-YEAR DEAL

$MELI Scotiabank Starts at Sector Outperform PT $3500

Cantor on $MSFT Microsoft reports this week on Wednesday, July 30, AMC, where we expect cloud momentum to follow through from a strong 1Q and accelerating into 2Q, in-line with guidance. This is Microsoft’s FYE and although it doesn’t guide to top-line for the full year, we

$NET FY2025 guide was $2.1B and MC hitting $70B. Crazy!

$FIG raises IPO pricing range to $30-$32

$DUOL filled the gap. Any love here?

Okay wtf is $BMNR? How many baggies the past few weeks?