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Financial & Policy Research Insights
Sector: Technology (TMT)
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
Fundamental, Research
META Platforms Inc. (META) will release its Q4 2023 financial results...
Read moreAlphabet 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
Fundamental, Research
The technology hardware industry has faced numerous challenges in the...
Read moreTech 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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