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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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Taiwan Semiconductor (TSMC) - ADR
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08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
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325 Views
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bullish
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Mediatek Inc
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02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
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387 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Jan 2024 09:48
Taiwan Tech Weekly: SK Hynix Boosts Optimism for Memory; Intel, Mediatek, Microsoft, UMC Key Events
A strong outlook from TSMC and SK Hynix's return to op profit have boosted Taiwan tech; Why Microsoft's Copilot will accelerate demand for DRAM;...
Vincent Fernando, CFA
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411 Views
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bullish
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Micron Technology
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22 Jan 2024 09:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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487 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2024 01:05
AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
Fabricated Knowledge
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276 Views
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