Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Technology (TMT)
These AI Battlegrounds Will Re-define Technology in 2026
Fundamental, Research
The next phase of AI is here—and it’s reshaping every part...
Read more2025 Holiday Shopping Preview: Payment Flexibility Wins When Wallets Tighten
Fundamental, Research, Video
Amid ongoing inflationary pressures tightening household budgets, a subtle payment revolution...
Read moreDiscover What’s Next for Tech in 2026
Fundamental, Webinar
With artificial intelligence (AI) reshaping industries and driving the next wave of digital transformation...
Read moreApple and Technology Hardware Tariff Implications
Fundamental, Research
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.
Read moreHow Alphabet’s Wiz Acquisition Impacts Cloud Security and Cybersecurity Leaders
Fundamental, Research
Alphabet’s $32B acquisition of Wiz highlights the growing importance of cloud-native security—and raises new questions about competition in the cybersecurity sector.
Read moreKey Trends in Electronic Manufacturing Services (EMS)
Fundamental, Research
Key EMS industry trends include AI-driven manufacturing, regionalization, outsourcing growth, high-performance computing, and supply chain shifts.
Read moreTech: DeepSeek Implications
Fundamental, Video
China-based AI model DeepSeek is disrupting the market as the top U.S. app...
Read moreThe Case for Sustained Compute Demand
Fundamental, Research, Video
The need for computing power is expected to grow exponentially in the coming years, creating greater opportunities for AI monetization.
Read more2025 Market Outlook and the AI Race
Fundamental, Webinar
With the presidential election now in the rear-view mirror...
Read moreAdvanced Semiconductor Packaging: Driving Moore’s Law and AI Innovation
Fundamental, Research
Advanced packaging technology is vital for enhancing semiconductor performance, especially for AI.
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