Software & IT Services Research Reports

Morgan Stanley 2026-09-18

IT & Software: Investment Ideas for Late 2026–2027: Solid Demand but Sector Underperformance; Expect Share Price Recovery in Line With Profit Growth

Industry Report EN 48 Pages

Morgan Stanley 2026-09-16

Hitachi Energy Announces US Capacity Expansion Investment

Company Report EN 8 Pages

Goldman Sachs 2026-08-20

Kingsoft Cloud (KC) Earnings Review: 2Q26 clean beat driven by AI billings +82% yoy; MaaS 12x growth qoq as a new margin-accretive growth driver; Buy

Company Report EN 11 Pages

Barclays 2026-08-18

Easier Crossix Billings Comp Y/Y; Industry Datapoints Positive; Eli Lilly a Good CRM Win

Industry Report EN 13 Pages

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