Information Technology Stock Analysis
Page 5 of 34 · 1,687 articles on Information Technology companies
Stripe’s “Singularity” and the Divergence from Adyen
Adyen ($ADYEY) • By MBI Deep Dives • 2026-08-24
Nokia: From Value Trap to AI Backbone
Nokia ($NOK) • By Crack The Market • 2026-08-23
Receivable or Contract Asset? It Matters (NTNX)
Nutanix ($NTNX) • By A Peek Behind the Numbers • 2026-08-21
[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout
Advanced Micro Devices ($AMD) • By scuttleblurb • 2026-08-21
Marvell Part 3: What Has Been Proven, and What Is Still Open
Marvell Technology ($MRVL) • By Damnang's Substack • 2026-08-21
HBM Density Peak: Why AI Value Is Moving From Memory to Connectivity
Marvell Technology ($MRVL) • By Damnang's Substack • 2026-08-20
Notes on the 30% Cellebrite earnings crash
Cellebrite ($CLBT) • By Heavy Moat Investments • 2026-08-20
Toyokumo Q2 2026
Toyokumo ($4058.T) • By Under Followed Stocks • 2026-08-20
CCC Is in the Middle of the Wreckage
CCC Intelligent Solutions ($CCC) • By scuttleblurb • 2026-08-20
Corning (GLW): The Numbers Behind the Beat
Corning ($GLW) • By A Peek Behind the Numbers • 2026-08-19
Cerebras Supernova 2026: Irrational Recap
Cerebras Systems ($CBRS) • By Irrational Analysis • 2026-08-19
Cerebras's Next Generation CS-4: Fast Just Got Faster
Cerebras Systems ($CBRS) • By SemiAnalysis • 2026-08-19
✍️ Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair = Maverick Equities Charts of the Week #61
Palantir Technologies ($PLTR) • By Maverick Equity Research • 2026-08-18
Will HBF Create Upside for Sandisk?
SanDisk ($SNDK) • By Damnang's Substack • 2026-08-18
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN ($IREN) • By Yet Another Value Blog • 2026-08-18
Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers
Aeva Technologies ($AEVA) • By Irrational Analysis • 2026-08-18
Stock of the Week: Applied Materials Stock Drops After Earnings. Is It a Buy?
Applied Materials ($AMAT) • By Quality Stocks • 2026-08-17
Siltronic: Every AI Chip Starts Here
Siltronic ($WAF.DE) • By Crack The Market • 2026-08-17
$CSU Q2 2026: No AI Target, No AI Timeline
CSU ($CSU.TO) • By TQI Capital • 2026-08-17
Secunet Security Networks H1 2026
Secunet Security Networks ($YSN.DE) • By Under Followed Stocks • 2026-08-16
DLocal (DLO): Q2 2026 Earnings Review
dLocal ($DLO) • By MVC Investing • 2026-08-14
Coherent & Lumentum: The Laser Duopoly That Rations the Supercycle
Coherent ($COHR) • By Crack The Market • 2026-08-14
Behind the Qs and Ks- (CDNS, BMI)
Badger Meter ($BMI) • By A Peek Behind the Numbers • 2026-08-14
Research|SNDK Investor Day 2026: Focus Shifts to Earnings Sustainability
SanDisk ($SNDK) • By FUNDA • 2026-08-14
PORTFOLIO UPDATE +275%
Cerebras Systems ($CBRS) • By Growth Curve Investing • 2026-08-14
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
Cellebrite ($CLBT) • By Sleep Well Investments • 2026-08-14
Amkor Technology: Server AI CPU and Advanced Packaging Upside
Amkor Technology ($AMKR) • By Outperforming the Market • 2026-08-14
Coherent Q4 FY26 Earnings
Coherent ($COHR) • By Irrational Analysis • 2026-08-14
Adyen H1 2026 | Premium Earnings Update
Adyen ($ADYEY) • By The Dutch Investors • 2026-08-13
Constellation Software: 2Q26 Recap
CSU ($CSU.TO) • By Speedwell Memos • 2026-08-13
Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5
Cellebrite ($CLBT) • By CompoundingAlpha • 2026-08-13
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Remitly Global ($RELY) • By scuttleblurb • 2026-08-13
HGI Earnings Radar #2: Airbnb, Lyft, monday, Upwork
Monday ($MNDY) • By High Growth Investing • 2026-08-13
HGI Earnings Radar #2: Airbnb, Lyft, monday, Upwork (DE)
Monday ($MNDY) • By High Growth Investing • 2026-08-13
Tencent Q2 2026 | Premium Earnings Update
Tencent Holdings ($TCEHY) • By The Dutch Investors • 2026-08-13
Review|NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong
Nebius ($NBIS) • By FUNDA • 2026-08-13
Nebius Group (NBIS): Q2 2026 Earnings Review
Nebius ($NBIS) • By MVC Investing • 2026-08-12
Nebius Q2 Earnings Review
Nebius ($NBIS) • By Burak Finance • 2026-08-12
Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace
CSU ($CSU.TO) • By MBI Deep Dives • 2026-08-12
NetApp (NTAP): Looking Beyond the Quarter
NetApp ($NTAP) • By A Peek Behind the Numbers • 2026-08-12
Q2/1H 2026 - Constellation Software
CSU ($CSU.TO) • By The Compounding Tortoise • 2026-08-12
Food for the bears and bulls
CSU ($CSU.TO) • By Best Anchor Stocks • 2026-08-12
Lumentum Q4 FY26 Earnings
Lumentum Holdings ($LITE) • By Irrational Analysis • 2026-08-12
Rocket Lab & AST SpaceMobile Earnings. What Market Missed.
AST SpaceMobile ($ASTS) • By Burak Finance • 2026-08-11
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Figma ($FIG) • By MBI Deep Dives • 2026-08-10
[V, MA] The more things change, the more they stay the same
Visa Inc. ($V) • By scuttleblurb • 2026-08-10
Slide Deck Preview: Amadeus IT Group
Amadeus IT Group ($AMS.MC) • By Rene Sellmann • 2026-08-10
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
NVIDIA ($NVDA) • By SemiAnalysis • 2026-08-10
$IT: Gartner 2Q'26 update
Gartner ($IT) • By TQI Capital • 2026-08-10
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
Aeva Technologies ($AEVA) • By Irrational Analysis • 2026-08-09