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Sector: Technology (TMT)

Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Research, Fundamental
As CPUs have undershot the pace of Moore’s Law...
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Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Research, Legal
Discovery schedule set in DoJ’s ad tech antitrust case against Google
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Asia Foundries: Widening the Lead Is Easier Than Catching Up

Asia Foundries: Widening the Lead Is Easier Than Catching Up

Research, Fundamental
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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In the TikTok Kerfuffle, Politics Will Win Out over National Security

In the TikTok Kerfuffle, Politics Will Win Out over National Security

Research, Policy
Policy to win out over national security concerns in TikTok debate...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook

Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook

Research, Fundamental
META to rebound from heavy job cuts in 2023...
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Interactive Media: Implications of a Potential Tik Tok Ban to Competitors

Interactive Media: Implications of a Potential Tik Tok Ban to Competitors

Research, Fundamental
Some social media companies poised to benefit from potential TikTok ban...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”

Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
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Old Revenue Is New Again

Old Revenue Is New Again

Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Irish Privacy Ruling Portends Dark DMA Clouds

Irish Privacy Ruling Portends Dark DMA Clouds

Research, Policy
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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Apple Hardware Outlook

Apple Hardware Outlook

Video, Fundamental
All eyes on AAPL ahead of iPhone 14 launch...
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