Information Technology Stock Analysis
Page 7 of 34 · 1,687 articles on Information Technology companies
ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story
Now ($NOW) • By Rijnberk Investinsights • 2026-07-25
The Weekly Stack - Issue #1 (19th July to 25th July)
NVIDIA ($NVDA) • By Springbok Finance • 2026-07-25
Monday.com is Cutting 20% of its Workforce: A Bold Move Towards AI or a Warning Sign?
Monday ($MNDY) • By High Growth Investing • 2026-07-24
monday.com streicht 20 % der Stellen: Befreiungsschlag fürs KI Zeitalter oder Warnsignal?
Monday ($MNDY) • By High Growth Investing • 2026-07-24
Arm Deep Dive (Part 2)
Arm Holdings ($ARM) • By Outperforming the Market • 2026-07-24
The converging inflection
Texas Instruments ($TXN) • By Best Anchor Stocks • 2026-07-23
Deep Dive: Workiva ($WK)
Workiva ($WK) • By Rene Sellmann • 2026-07-23
Text SA update and some words on agentic AI
Text S.A. ($TXT.WA) • By Emerging Value • 2026-07-22
Management Meeting Takeaways with Nvidia & Broadcom
Broadcom ($AVGO) • By Outperforming the Market • 2026-07-22
Shift4 Payments Inc. | Premium Deep Dive
Shift4 Payments ($FOUR) • By The Dutch Investors • 2026-07-21
Topicus | Premium Deep Dive
Topicus.com ($TSS) • By The Dutch Investors • 2026-07-21
💥“I’m super crazy busy”...💥
Verra Mobility ($VRRM) • By PETITION • 2026-07-19
Portfolio Update: Why I'm Buying the AI Dip Right Now (Lessons from a 10x Winner)
Sivers Semiconductors ($SIVE) • By Burak Finance • 2026-07-18
ASML & TSMC: Own the Toll Booths of the AI Supercycle
ASML Holding N.V. ($ASML) • By Crack The Market • 2026-07-17
TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle
TSMC ($TSM) • By MBI Deep Dives • 2026-07-17
The Bottleneck is Dying. Long Live The Bottleneck.
ASML Holding N.V. ($ASML) • By Best Anchor Stocks • 2026-07-17
Arm Deep Dive (Part 1)
Arm Holdings ($ARM) • By Outperforming the Market • 2026-07-17
Adyen: Land And Expand (Ticker: ADYEN)
Adyen ($ADYEY) • By Chit Chat Stocks • 2026-07-17
S&P 500 Valuations + Why Cellebrite's (CLBT) DOJ FedRAMP Win Matters
Cellebrite ($CLBT) • By CompoundingAlpha • 2026-07-16
ASML 2Q'26: Time to Flex Pricing Power
ASML Holding N.V. ($ASML) • By MBI Deep Dives • 2026-07-16
ASML Just Reset Expectations With a blowout Q2
ASML Holding N.V. ($ASML) • By Rijnberk Investinsights • 2026-07-16
Samsung: More Profitable Than Nvidia, at a Fifth of the Price
NVIDIA ($NVDA) • By Crack The Market • 2026-07-16
Kioxia Holdings Corp (285A): Japan's Only AI Pure-Play at 36% Off Its High
Kioxia Holdings ($285A.T) • By KonichiValue • 2026-07-15
First Live Stream
ASML Holding N.V. ($ASML) • By Rene Sellmann • 2026-07-15
From zero acquisitions in 20 years to two acquisitions in just two months.
Adyen ($ADYEY) • By The Dutch Investors • 2026-07-15
Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade
Micron Technology ($MU) • By CompoundingAlpha • 2026-07-14
Tencent - buying one of the deepest moats at..5 times earnings?
Tencent Holdings ($TCEHY) • By Emerging Value • 2026-07-14
W.A.G. Payment Solutions plc
W.A.G. Payment Solutions ($EWG.L) • By Mr Market Miscalculates • 2026-07-13
Dassault Systèmes (DSY.PA) Notes
Dassault Systemes ($DSY.PA) • By Deepvalue Capital • 2026-07-12
Deep Dive: Trio-Tech International ($TRT)
Trio-Tech International ($TRT) • By Springbok Finance • 2026-07-11
SHARON AI: Investment Thesis
SharonAI Holdings ($SHAZ) • By Burak Finance • 2026-07-11
The Case For Broadcom (Part 2)
Broadcom ($AVGO) • By Outperforming the Market • 2026-07-10
Corporate dark arts: the strangest 8-K I've ever seen $DMRC
Digimarc ($DMRC) • By Yet Another Value Blog • 2026-07-09
Preview|ASML 2Q26: Raising EUV Shipment Expectations
ASML Holding N.V. ($ASML) • By FUNDA • 2026-07-08
💥Skillsoft's Selling Stuff💥
Skillsoft ($SKIL) • By PETITION • 2026-07-08
We Read All Constellation Software Letters; Here’s What We Learned
Constellation Software ($PNP.TO) • By The Dutch Investors • 2026-07-08
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
Preview|TSMC 26Q2: Expect Another Beat-and-Raise
TSMC ($TSM) • By FUNDA • 2026-07-08
Deep Dive: Palantir ($PLTR)
Palantir Technologies ($PLTR) • By Rebound Capital • 2026-07-07
The market is pricing $MSTR distress everywhere... except the stock
Strategy ($MSTR) • By Yet Another Value Blog • 2026-07-07
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • By Damnang's Substack • 2026-07-07
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
NVIDIA ($NVDA) • By SemiAnalysis • 2026-07-06
Intuit-INTU
Intuit ($INTU) • By InvestingWithWes • 2026-07-01
Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars
Toast ($TOST) • By CompoundingAlpha • 2026-07-01
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
Nagarro SE ($NA9) • By Value and Opportunity • 2026-06-29
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
Apple ($AAPL) • By Burak Finance • 2026-06-27
Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
Palantir Technologies ($PLTR) • By Rijnberk Investinsights • 2026-06-27