Software & IT Services Research Reports

Morgan Stanley 2026-06-23

Technology - European Semiconductors | Europe AI GPU/ASIC Tracker, China LLMs, Advanced Packaging and MLCC - The Next AI Bottleneck

Industry Report EN 37 Pages

JPMorgan 2026-06-22

Brazilian Education: Reducing Estimates on a More Flatish SELIC Curve; Upgrade Yduqs to OW, Downgrade Anima to N

Company Report EN 26 Pages

JPMorgan 2026-06-20

US Healthcare Services: Weekly Checkup – Events Calendar / Key Research / Data Trends / Performance & Valuation

Industry Report EN 24 Pages

Citi 2026-06-19

US Internet and Software: AWS NYC Summit 26 Key Takeaways: Agentic AI Scaling Across the Enterprise

Market Report EN 10 Pages

Citi 2026-06-18

US Software: Databricks AI Summit: Accelerating Beyond The Lakehouse

Market Report EN 14 Pages

Citi 2026-06-17

Japan IT Services: Microsoft AI Agents Platform Shifts to Pay-As-You-Go Pricing; Reports of DeepSeek V4 Adoption as Low-Cost Engine - DeepSeek Shock

Market Report JA 9 Pages

Goldman Sachs 2026-06-17

Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE

Market Report EN 15 Pages

Goldman Sachs 2026-06-15

Taiwan Technology: US marketing feedback: AI ASIC remains the preferred theme with focus on CPU and next supply chain bottlenecks

Industry Report EN 14 Pages

Morgan Stanley 2026-06-15

Living with AI: Bridging the Capability-to-Production-Value Gap

Market Report EN 8 Pages

JPMorgan 2026-06-14

Advanced Micro Devices: Pre-Quiet Period Call Takeaways: Agentic AI Drives Step-Function Server CPU Opportunity; MI450/Helios De-Risking Continues; CY27/CY28 Visibility Improving

Company Report EN 11 Pages

Morgan Stanley 2026-06-15

AI Spending Continues to Crowd Out Services While Acquisitions Get Harder; Downgrade ACN to EW

Company Report EN 15 Pages

Citi 2026-06-04

US Application Software: Back Office Software 1Q26 Earnings Wrap-Up: Bifurcation on AI Contribution w/ Valuation Finding a New Floor

Market Report EN 30 Pages

Goldman Sachs 2026-06-03

Technology: Software: 30th European Financials Conference - European Software & Payments Key Takeaways

Market Report EN 12 Pages

Morgan Stanley 2026-06-02

Key Computex Takeaways: Agentic AI, TSMC capacity and MediaTek's AI PC chips

Market Report EN 9 Pages

JPMorgan 2026-06-03

JPM | APAC THEMATICS - China Internet: More than a short squeeze? / US Software: Not the right comp / ASEAN Strategy: El Nino risks & opportunities / Computex: Takeaways / Factory Automation: Growth!

Market Report EN 9 Pages