Information Technology Stock Analysis
Page 8 of 24 · 1,163 articles on Information Technology companies
Shopify's Surprise, XPEL 2Q'25
Shopify ($SHOP) • By MBI Deep Dives • 2025-08-09
The Trade Desk ($TTD) – Should You Buy the 39% Dip or is the Thesis Falling Apart?
The Trade Desk ($TTD) • By Rijnberk Investinsights • 2025-08-09
Deep Value or Deep Fake? Can Vimeo Shares Spark a Comeback After Q2/25?
Vimeo • By High Growth Investing • 2025-08-08
Q2/1H 2025 - Topicus.com - Analysis
Topicus.com ($TSS) • By The Compounding Tortoise • 2025-08-02
Microsoft FY2025 Update
Microsoft ($MSFT) • By MBI Deep Dives • 2025-08-02
Deep|2Q25 Apple Tax Quarterly Research
Apple ($AAPL) • By FUNDA • 2025-07-31
Texas Instruments 2Q'25 Update
Texas Instruments ($TXN) • By MBI Deep Dives • 2025-07-25
ASML HY1/2025 Earnings Review
ASML Holding N.V. • By 41investments • 2025-07-23
Stock of the Week: ASML - Softer Outlook Dampens Sentiment
ASML Holding N.V. • By Quality Stocks • 2025-07-22
TSMC ($TSM) Is Too Cheap to Ignore – I see room for 16% annualized returns
TSMC ($TSM) • By Rijnberk Investinsights • 2025-07-19
Aehr and Micron Catch-Up Note
Micron • By Irrational Analysis • 2025-07-19
The Next Modest Chapter in the TSMC Chronicles
TSMC ($TSM) • By Semiconductor Business Intelligence • 2025-07-18
ASML Holding N.V. – This 10% Sell-Off is a Gift to Investors
ASML Holding N.V. • By Rijnberk Investinsights • 2025-07-17
Grab: The Super App Dominating Southeast Asia (Ticker: GRAB)
Grab ($GRAB) • By Chit Chat Stocks • 2025-07-16
Wise, Adyen & Visa - Our favorite payment companies
Adyen ($ADYEY) • By The Dutch Investors • 2025-07-16
Wise vs. Adyen: The Quality Investing Showdown at Compound & Fire
Adyen ($ADYEY) • By Compound & Fire • 2025-07-15
Photronics Valuation and Swatch Group Summary
Photronics • By Enterprising Investor • 2025-07-11
Adobe vs. ServiceNow: The Quality Investing Showdown
Adobe ($ADBE) • By Compound & Fire • 2025-07-08
Marvell and Intel Catch-Up Note
Intel ($INTC) • By Irrational Analysis • 2025-07-06
SAP SE - An Undisruptible Business with a Stellar Outlook (Deep Dive)
SAP • By Rijnberk Investinsights • 2025-07-05
Research|ORCL:Stargate Progress and Oracle's $30Bn Deal
Oracle • By FUNDA • 2025-07-03
Stock of the Week: Microsoft – Can the Rally Continue After a 35% Jump?
Microsoft ($MSFT) • By Quality Stocks • 2025-07-03
Constellation Software vs. Lumine Group: The Software Compounding Duel
Constellation Software ($PNP.TO) • By Compound & Fire • 2025-07-01
How Oracle Is Winning the AI Compute Market
Oracle • By SemiAnalysis • 2025-06-30
Elliptic Laboratories ASA - Podcast
Elliptic Laboratories ASA • By Under Followed Stocks • 2025-06-26
Computer Modelling Group: Quality Compounding Star at the Horizon (UPDATE)
Computer Modelling Group ($CMG.TO) • By Compound & Fire • 2025-06-25
Visa vs. Mastercard: The Global Payments Network Battle
Visa Inc. ($V) • By Compound & Fire • 2025-06-24
Stock of the Week: Accenture: Solid Results, Dropping Stock. Hidden Opportunity or Warning Sign?
Accenture • By Quality Stocks • 2025-06-24
NVIDIA Tensor Core Evolution: From Volta To Blackwell
NVIDIA ($NVDA) • By SemiAnalysis • 2025-06-23
Quality Investing Weekly: Compounding Wealth with HEICO & FICO
FICO • By Compound & Fire • 2025-06-21
Will Stablecoins Kill Visa?
Visa Inc. ($V) • By Chit Chat Stocks • 2025-06-20
#14 Elliptic Laboratories ASA
Elliptic Laboratories ASA • By Under Followed Stocks • 2025-06-18
Nvidia: The backbone of the AI world is unstoppable
NVIDIA ($NVDA) • By Crack The Market • 2025-06-17
Tales From Nvidia's Backyard
NVIDIA ($NVDA) • By Semiconductor Business Intelligence • 2025-06-17
Stock of the Week: Adobe Posts Strong Results, But Market Remains Unimpressed
Adobe ($ADBE) • By Quality Stocks • 2025-06-17
GitLab Stock: Between AI Vision and Reality
GitLab • By High Growth Investing • 2025-06-15
Oracle is Firing on All Cylinders — So Why Did I Sell My Shares?
Oracle • By Rijnberk Investinsights • 2025-06-14
The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE
Broadcom • By SemiAnalysis • 2025-06-11
Photronics Stock Summary
Photronics • By Enterprising Investor • 2025-06-08
Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-06-07
The shared playbook of LVMH and Constellation Software
Constellation Software ($PNP.TO) • By The Dutch Investors • 2025-06-05
Synopsys vs. Cadence Design Systems: EDA Titans Face Off
Synopsys • By Compound & Fire • 2025-06-03
Nvidia's Next Strategic Power Move is Now Visible
NVIDIA ($NVDA) • By Semiconductor Business Intelligence • 2025-06-01
Salesforce Looks Cheap Again: 14% CAGR Potential from a Blue-Chip Compounder
Salesforce • By Rijnberk Investinsights • 2025-05-31
Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"
NVIDIA ($NVDA) • By Patient Capital Fund Newsletter • 2025-05-30
CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big
Nebius ($NBIS) • By The Pragmatic Optimist • 2025-05-29
Stock of the Week: Is Apple’s Reign at the Top Under Threat?
Apple ($AAPL) • By Quality Stocks • 2025-05-29
Review|OKTA 1Q25:Modest Beat, but Due to Sales Reorg, Guidance Is a Bit Conservative
Okta ($OKTA) • By FUNDA • 2025-05-28
