Financial & Policy Research Insights

This thematic report analyzes the financial and operational risks facing Apple and the broader tech hardware sector in the wake of new tariffs, including insights on supply chain strategies and exemption potential.

Alphabet’s $32B acquisition of Wiz highlights the growing importance of cloud-native security—and raises new questions about competition in the cybersecurity sector.

Key EMS industry trends include AI-driven manufacturing, regionalization, outsourcing growth, high-performance computing, and supply chain shifts.

China-based AI model DeepSeek is disrupting the market as the top U.S. app...

The need for computing power is expected to grow exponentially in the coming years, creating greater opportunities for AI monetization.

With the presidential election now in the rear-view mirror...

Advanced packaging technology is vital for enhancing semiconductor performance, especially for AI.

The market for cloud gaming is rapidly growing and is expected to generate over $5 billion in revenue...

CFRA webinar Artificial Intelligence – Expectations Looking Ahead for The Technology Sector.

Observability in IT Operations Management is essential for business...