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Software, AI agents, cloud platforms and enterprise application research linked to AI adoption.
The market prices PKO Bank Polski as a cyclical bank, but data reveals its non-interest income generation is a structural counterweight to net interest margin…
Company Analyst Rating Price Target Software & Services Amadeus George Webb Overweight EUR 65.00 Capgemini George Webb Equal-weight EUR 117.00 Dassault…
Citi attended Amazon's AWS NYC Summit and spoke with over 10 customers and partners, observing that AWS is doubling down on its agentic AI strategy to shift…
Citi attended the Databricks Data+AI Summit and Investor Day, where Databricks unveiled its expansion from a data lakehouse platform into a full-stack data…
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…
Citi analyzes the implications of Microsoft's M365 Copilot Cowork shifting to a pay-as-you-go pricing model and reports that Microsoft is adopting DeepSeek V4…
MS examines Cognizant’s three-vector AI strategy: productivity, industrialization, and agentification. Management frames context engineering as a $5-6T…
Goldman Sachs met with 35+ US investors on a Taiwan tech marketing trip. AI ASIC remains the most favored investment theme. Discussions are evolving beyond…
JPMorgan highlights key takeaways from AMD's pre-quiet-period calls, emphasizing that agentic AI is driving a step-function expansion in the server CPU TAM…
Goldman Sachs maintains Buy on Ruijie Networks, highlighting the company's AI data center switch business riding the China CSP cloud capex uptrend. Prepaid…
Barclays forecasts May CPI at +0.5% m/m (4.3% y/y) and core CPI at +0.3% m/m (2.9% y/y), driven by energy and travel-related inflation with softer shelter…
JPMorgan's China technology sector report advocates a selective stock-picking approach, favoring upstream semiconductor and equipment names over downstream…
Citi wraps up 1Q26 earnings for the back-office software universe, finding that better-than-feared results drove the most positive reactions while solid…
Multi-theme APAC thematics covering China Internet's structural AI-driven rally, with Tencent surging 10% on AI agent launch and Meituan up 9%. The report…
Key takeaways from Goldman Sachs' 30th European Financials Conference in Zurich covering software, payments, and fintech. Five themes emerged: the shift to…
UBS presents a bullish case for cloud infrastructure hyperscalers, highlighting that combined revenues of AWS, Azure, and Google Cloud hit $84.8B in 1Q26 with…
Morgan Stanley coverage of Computex 2026 Day 1. Agentic AI compute dominated keynotes from Nvidia, Arm, and Qualcomm. Nvidia confirmed sufficient TSMC…