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Microsoft Corp (MSFT US)
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732
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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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23 Oct 2023 06:30
Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
Vincent Fernando, CFA
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439 Views
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bullish
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Hon Hai Precision Industry
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19 Oct 2023 09:05
Hon Hai Tech Day Takeaways: Nvidia Announces AI Factories Partnership; Competitive Advantage for EVs
The latest Nvidia partnership expansion will transform Hon Hai's unique value proposition to automakers. We continue to expect nearly 50% upside...
Vincent Fernando, CFA
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417 Views
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bullish
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Amazon.com Inc
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13 Oct 2023 00:39
Who Is Lina Khan? Why Should Investors Bother?
Competition is good. For consumers. Not so for firms. It eats into profits. Regulatory action aimed at key elements of a model can impede earnings...
Mint Finance
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468 Views
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bullish
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Kokusai Electric
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10 Oct 2023 11:11
Kokusai Electric IPO - Not Wholly Convinced, One Needs to Look past the Cycle
KKR is looking to raise around US$730m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note, we talk about the...
Sumeet Singh
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531 Views
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bullish
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Taiwan Semiconductor (TSMC)
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09 Oct 2023 06:30
Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
Vincent Fernando, CFA
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328 Views
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