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Sector: Technology (TMT)

Leveling Up: Cloud Gaming – a Disruptive Force in the Video Game Industry

Leveling Up: Cloud Gaming – a Disruptive Force in the Video Game Industry

Fundamental, Research, Video
The market for cloud gaming is rapidly growing and is expected to generate over $5 billion in revenue...
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Artificial Intelligence – Expectations Looking Ahead for The Technology Sector

Artificial Intelligence – Expectations Looking Ahead for The Technology Sector

Fundamental, Policy, Research, Webinar
CFRA webinar Artificial Intelligence – Expectations Looking Ahead for The Technology Sector.
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Software: Observability Solutions Critical to Enterprise Digital Business Success

Software: Observability Solutions Critical to Enterprise Digital Business Success

Fundamental, Research
Observability in IT Operations Management is essential for business...
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Telecommunications: Will 2024 Be the Year 5G Begins to Actually Pay Off?

Telecommunications: Will 2024 Be the Year 5G Begins to Actually Pay Off?

Fundamental, Research
While wireless companies have spent hundreds of billions on 5G network deployment...
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Asia Semi Foundry: Diverging Long-Term Outlook Within the Industry

Asia Semi Foundry: Diverging Long-Term Outlook Within the Industry

Fundamental, Research
The semiconductor industry has recovered well after the 2022- 2023 downturn.
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Vertiv: A Pick-and-Shovel Play on Generative AI

Vertiv: A Pick-and-Shovel Play on Generative AI

Fundamental, Research
We rate Vertiv Holdings Co (VRT) Strong Buy and see its shares rising...
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META Platforms Q4 Preview – China and AI Supporting Ad Spend

META Platforms Q4 Preview – China and AI Supporting Ad Spend

Fundamental, Research
META Platforms Inc. (META) will release its Q4 2023 financial results...
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Alphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?

Alphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?

Fundamental, Research
Alphabet Inc. (GOOGL) will release Q4 results on January 30...
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2024 Technology Hardware/Storage Outlook

2024 Technology Hardware/Storage Outlook

Fundamental, Research
The technology hardware industry has faced numerous challenges in the...
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Tech Software: The Roadmap to GenAI Adoption

Tech Software: The Roadmap to GenAI Adoption

Fundamental, Video
Generative AI (GenAI) has gained significant market...
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