Information Technology Stock Analysis
Page 14 of 34 · 1,687 articles on Information Technology companies
Nvidia and OpenAI's Gambit
NVIDIA ($NVDA) • By MBI Deep Dives • 2025-09-24
Cognizant Technology Solutions (NASDAQ: CTSH)
Cognizant Technology Solutions ($CTSH) • By Quality Value Investing • 2025-09-23
Constellation Software's AI Conference Call
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-09-23
Cerillion vs. Admicom: The Quality Investing Showdown
Admicom ($ADMCM.HE) • By Compound & Fire • 2025-09-23
Stock of the Week: Intel - Rise of the Phoenix
Intel ($INTC) • By Quality Stocks • 2025-09-23
Cognizant Technology Solutions (NASDAQ: CTSH)
Cognizant Technology Solutions ($CTSH) • By Quality Value Investing • 2025-09-23
Nvidia & Intel’s Ripple Effect On AI Chips
Intel ($INTC) • By The Pragmatic Optimist • 2025-09-21
Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin
Broadcom ($AVGO) • By Rijnberk Investinsights • 2025-09-20
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
Intel ($INTC) • By Irrational Analysis • 2025-09-19
Intel got Everything Except what it Really Wanted.
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-09-19
Qualcomm is out of time.
Qualcomm ($QCOM) • By Irrational Analysis • 2025-09-18
UiPath Stock: Is This the Comeback Investors Didn’t See Coming?
UiPath ($PATH) • By High Growth Investing • 2025-09-17
Oracle’s 36% Rally is Built on Hope, Not Fundamentals
Oracle ($ORCL) • By Rijnberk Investinsights • 2025-09-16
Stock of the Week: Oracle, the New Hyperscaler
Oracle ($ORCL) • By Quality Stocks • 2025-09-16
Why we need Intel foundry spin-off, funded by a mag7 consortium
Intel ($INTC) • By MBI Deep Dives • 2025-09-15
[scuttlebit] thoughts on ASML
ASML Holding N.V. ($ASML) • By scuttleblurb • 2025-09-15
Urgent Updates On Micron, Trade Desk & Arista Networks
Arista Networks ($ANET) • By The Pragmatic Optimist • 2025-09-15
Texas Instruments' data center and robotics opportunity
Texas Instruments ($TXN) • By MBI Deep Dives • 2025-09-14
Synopsys Crashed 36% — What Investors Need to Know
Synopsys ($SNPS) • By Rijnberk Investinsights • 2025-09-13
AI Skepticism & Oracle's Big Risk
Oracle ($ORCL) • By Eagle Point Capital • 2025-09-13
Synopsys is probably a buy.
Synopsys ($SNPS) • By Irrational Analysis • 2025-09-13
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Microsoft ($MSFT) • By MBI Deep Dives • 2025-09-12
Earnings Review: Adobe Inc ($ADBE)
Adobe ($ADBE) • By Rebound Capital • 2025-09-12
Why Synopsys Sank
Synopsys ($SNPS) • By MBI Deep Dives • 2025-09-11
Vimeo Stock: Valuation Matters after all!
Vimeo ($VMEO) • By High Growth Investing • 2025-09-11
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle ($ORCL) • By Crack The Market • 2025-09-10
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Intel ($INTC) • By Irrational Analysis • 2025-09-10
New Buy: Taiwan Semiconductor
TSMC ($TSM) • By Growth Curve Investing • 2025-09-10
Oracle & Nebius Are Breaking AI Expectations
Nebius ($NBIS) • By The Pragmatic Optimist • 2025-09-10
Consolidating German dividend growth monster: Mensch und Maschine Quality Score
Mensch und Maschine ($MUM.DE) • By Heavy Moat Investments • 2025-09-08
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
TSMC ($TSM) • By SemiAnalysis • 2025-09-08
#126 Norbit ASA - A Stock Analysis
Norbit ASA ($NORBT.OL) • By Kroker Equity Research • 2025-09-07
Google's evolving TPU strategy
Strategy ($MSTR) • By MBI Deep Dives • 2025-09-07
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
Applied Optoelectronics (AAOI): Flash of Light, or False Dawn?
Applied Optoelectronics ($AAOI) • By A Peek Behind the Numbers • 2025-09-05
Deep|FIG 2Q25:Figma Make Could Emerge as the Catalyst for Figma’s AI Growth Story
Figma ($FIG) • By FUNDA • 2025-09-03
Cellebrite: Benefiting from rising digital crime in a structurally underpenetrated market
Cellebrite ($CLBT) • By Heavy Moat Investments • 2025-09-03
Intuit vs. Nu Holdings: The Fintech Face-Off
Intuit ($INTU) • By Compound & Fire • 2025-09-02
Adobe (NASDAQ: ADBE)
Adobe ($ADBE) • By Possible Value • 2025-09-02
Dollar General 2Q'25, Microsoft's Cybersecurity business
Microsoft ($MSFT) • By MBI Deep Dives • 2025-08-29
Elliptic Laboratories Q2 2025
Elliptic Laboratories ($NO0010722283.SG) • By Under Followed Stocks • 2025-08-28
ER Reviews: Software, Cybersecurity & Nvidia’s China Woes
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-28
Update on Intel Headcount
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-08-27
Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter
Okta ($OKTA) • By FUNDA • 2025-08-25
Cellebrite: Dominating digital Forensics ( Growth plus special situation)
Cellebrite ($CLBT) • By Heavy Moat Investments • 2025-08-25
Adyen N.V. – Still a FinTech Winner, Ignore the Short-Term Noise!
Adyen ($ADYEY) • By Rijnberk Investinsights • 2025-08-23
Adobe - The Return of the King?
Adobe ($ADBE) • By 41investments • 2025-08-22
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
NVIDIA ($NVDA) • By Irrational Analysis • 2025-08-22