Information Technology Stock Analysis
Page 17 of 24 · 1,163 articles on Information Technology companies
Nvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
NVIDIA ($NVDA) • By SemiAnalysis • 2023-11-09
PayPal attacked Apple in 2014 with this ad. 9 years later, PayPal has fallen behind. Can it build back again?
Apple ($AAPL) • By The Pragmatic Optimist • 2023-11-02
[Q4 CY23] Intel, Lattice, AMD, Qualcomm
Intel ($INTC) • By Irrational Analysis • 2023-11-02
Deep Dive #19-2023: Broadcom Inc
Broadcom • By The Investor's Edge • 2023-10-31
"This Is Microsoft's Moment"
Microsoft ($MSFT) • By TSOH Investment Research • 2023-10-30
Neurones: a stingy CEO with a largely diffused entrepreneurial spirit
Neurones • By French Hidden Champions • 2023-10-30
Intel Foundry Services: America’s TSMC (Part 3)
Intel ($INTC) • By Value Investing for Professionals • 2023-10-29
Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
Intel ($INTC) • By Value Investing for Professionals • 2023-10-29
ADYEN a great company with short term headwinds.
Adyen ($ADYEY) • By Kairos Research • 2023-10-28
Earnings Recap - (KO, MSFT, GOOGL)
Microsoft ($MSFT) • By The Investor's Edge • 2023-10-26
Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips
Intel ($INTC) • By Value Investing for Professionals • 2023-10-24
Intel Beyond 2025: Ultra Broad-Dive Primer - Could Intel One Day Disrupt NVIDIA in AI Hardware? (Part 1)
Intel ($INTC) • By Value Investing for Professionals • 2023-10-23
[Q4 CY23] Ericsson, Nokia, Lam Research, Tesla, TSMC
Lam Research • By Irrational Analysis • 2023-10-21
[Stock Analysis] Canon (7751, CAJPY): Can This Fallen Tech-Titan Challenge ASML?
ASML Holding N.V. • By KonichiValue • 2023-10-17
$Adyen: Simplifying payment
Adyen ($ADYEY) • By TQI Capital • 2023-10-16
Is Nvidia a good investment for the next 10 years?
NVIDIA ($NVDA) • By High Growth Investing • 2023-10-15
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
NVIDIA ($NVDA) • By SemiAnalysis • 2023-10-10
Plover Bay Technologies (1523)
Plover Bay Technologies ($1523) • By Asian Century Stocks • 2023-10-08
Capital Allocation Snapshot: Visa
Visa Inc. ($V) • By Enterprising Investor • 2023-10-06
NCAB Group AB (SE:NCAB)
NCAB Group AB ($SE:NCAB) • By Robin Research • 2023-10-05
Why We Like Adyen Stock (But Aren't Buying Shares Today)
Adyen ($ADYEY) • By Chit Chat Stocks • 2023-10-03
Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain
Pax Global • By Sleep Well Investments • 2023-10-03
Reply (REY) - The Compounding Story Likely To Continue
Reply SpA ($REY) • By RhinoInsight • 2023-09-30
Friday Five: Meta's AR Glasses, Airbnb's Crackdown on Parties, Google & Apple's Search Deal, Amazon's R&D & more...
Apple ($AAPL) • By The Pragmatic Optimist • 2023-09-29
Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
NVIDIA ($NVDA) • By SemiAnalysis • 2023-09-27
Business Update - CrowdStrike: Thesis Tracking - Gaining Market Share, Massive Guidance Upgrade At Fal.Con 2023, A Sleep Well Investment?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2023-09-25
3-in-1: GRAB + Uber + Ride-Hailing Industry Primer
Grab ($GRAB) • By Value Investing for Professionals • 2023-09-24
some thoughts on Adyen
Adyen ($ADYEY) • By scuttleblurb • 2023-09-20
Reply
Reply SpA ($REY) • By Mr Market Miscalculates • 2023-09-18
Oracle Q1 '24 Earnings Recap
Oracle • By The Investor's Edge • 2023-09-18
Stone Co. is ready to blow
Stone co. ($STNE) • By Kairos Research • 2023-09-16
Visa (NYSE: V)
Visa Inc. ($V) • By Quality Value Investing • 2023-09-14
Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
Broadcom • By SemiAnalysis • 2023-08-30
[Stock Analysis] Keyence (6861, KYCCF): Japan's Best Manufacturer
Keyence ($6861) • By KonichiValue • 2023-08-29
Apple (NASDAQ: AAPL)
Apple ($AAPL) • By Quality Value Investing • 2023-08-24
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes
NVIDIA ($NVDA) • By SemiAnalysis • 2023-08-23
Microsoft: (NASDAQ: MSFT)
Microsoft ($MSFT) • By Quality Value Investing • 2023-08-22
Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition
NVIDIA ($NVDA) • By SemiAnalysis • 2023-08-20
Paypal: GARP Discount VISA
Visa Inc. ($V) • By Value Investing for Professionals • 2023-08-20
#KWS Keywords Studios
Keywords Studios ($KWS) • By Insider Ideas • 2023-08-09
As Apple Goes So Goes The Market
Apple ($AAPL) • By The Investor's Edge • 2023-08-07
GigaCloud Technology-GCT
GigaCloud Technology ($GCT) • By InvestingWithWes • 2023-08-01
Microsoft: The Third Pillar
Microsoft ($MSFT) • By TSOH Investment Research • 2023-07-31
Deep Dive #13-2023: Microsoft Corporation
Microsoft ($MSFT) • By The Investor's Edge • 2023-07-29
*Corrected* #KWS Keywords Studios
Keywords Studios ($KWS) • By Insider Ideas • 2023-07-27
NAND Flash Monopoly Broken? Tokyo Electron Moly Dep + Cryo Etch Takes On Lam Research For The Future Of NAND
Lam Research • By SemiAnalysis • 2023-07-16
OKTA- Disproving Shakespeare’s “What’s in a Name?” Theory Every Quarter
Okta ($OKTA) • By A Peek Behind the Numbers • 2023-07-06
Free Post - Sony Group, 6758 JP
Sony ($6758) • By Insider Ideas • 2023-07-03
Deep Dive #12-2023: Apple Inc.
Apple ($AAPL) • By The Investor's Edge • 2023-07-01
Deep Dive #11-2023: Visa Inc (V)
Visa Inc. ($V) • By The Investor's Edge • 2023-06-29
