Insights

Access our latest insights & resources

Filters

Sector: Technology (TMT)

CFRA Asia Broadcast: 2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven

CFRA Asia Broadcast: 2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven

Webinar, Fundamental
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more
2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven

2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven

Webinar, Fundamental
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more
Tech Software: The Roadmap to GenAI Adoption

Tech Software: The Roadmap to GenAI Adoption

Research, Fundamental
While generative AI (GenAI) has gained significant market attention, we believe demand for...
Read more
Big Tech/Communication Services Preview: Ready to Accelerate?

Big Tech/Communication Services Preview: Ready to Accelerate?

Research, Fundamental
All eyes will be on third quarter 2023 guidance...
Read more
Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)

Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)

Research, Policy
Key takeaways from our call in late July call regarding...
Read more
(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Research, Policy
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
Read more
(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Research, Policy
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
Read more
Generative AI Outlook

Generative AI Outlook

Video, Fundamental
Generative AI has experienced unprecedented popularity...
Read more
China’s New Energy Vehicles: Diverging Export Outlook Within the Industry

China’s New Energy Vehicles: Diverging Export Outlook Within the Industry

Research, Fundamental
The domestic sales volume growth of China’s new energy...
Read more
Semiconductors: The Four Horsemen of AI

Semiconductors: The Four Horsemen of AI

Research, Fundamental
In a thematic dated March 28, we highlighted four major...
Read more