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Microsoft Corp (MSFT US)
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726
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Qualcomm Inc
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27 May 2024 20:05
Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs
Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...
William Keating
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283 Views
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bullish
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Baidu
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27 May 2024 09:00
Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
Wium Malan, CFA
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476 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
26 May 2024 18:25
Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead
TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...
Vincent Fernando, CFA
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448 Views
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bearish
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Shift Up
•
24 May 2024 05:45
Shift Up IPO - The Negatives - Changing Monetisation Model, Censorship Issues
Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the not-so-positive aspects of the...
Sumeet Singh
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425 Views
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bullish
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Shift Up
•
23 May 2024 14:05
Shift Up IPO - The Positives - All Games Have Done Well
Shift Up plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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349 Views
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