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Sector: Technology (TMT)

META Platforms Q4 Preview – China and AI Supporting Ad Spend

META Platforms Q4 Preview – China and AI Supporting Ad Spend

Research, Fundamental
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?

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

2024 Technology Hardware/Storage Outlook

Research, Fundamental
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

Video, Fundamental
Generative AI (GenAI) has gained significant market...
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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...
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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...
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Interactive Media: Digital Ad Rebound Driving Profitability

Interactive Media: Digital Ad Rebound Driving Profitability

Whitepaper, Fundamental
Heading into 2024, we project digital ad spending to grow by a 7%-9 % pace...
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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...
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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...
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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...
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