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Microsoft Corp (MSFT US)
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711
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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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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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444 Views
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bearish
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Shift Up
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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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420 Views
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bullish
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Shift Up
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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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344 Views
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bullish
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NVIDIA Corp
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23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
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357 Views
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bullish
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Cross Asset Strategy
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23 May 2024 08:22
Taiwan Shines as China & Japan Decline: Global Funds Top-Down Positioning Report
Taiwan allocations rise in face of subdued Asia. USA dominant though Value funds increase underweights. UK, France & Netherlands remain key...
Steven Holden
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171 Views
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