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Sector: Technology (TMT)
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
Fundamental, Video
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
Fundamental, Webinar
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Fundamental, Webinar
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
Fundamental, Whitepaper
Heading into 2024, we project digital ad spending to grow by a 7%-9 % pace...
Read moreTech Software: The Roadmap to GenAI Adoption
Fundamental, Research
While generative AI (GenAI) has gained significant market attention, we believe demand for...
Read moreBig Tech/Communication Services Preview: Ready to Accelerate?
Fundamental, Research
All eyes will be on third quarter 2023 guidance...
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Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)
Policy & Legal, Research
Key takeaways from our call in late July call regarding...
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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?
Policy & Legal, Research
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine
Policy & Legal, Research
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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