Information Technology Research Reports
Browse Information Technology research report summaries from JPMorgan, Morgan Stanley, Goldman Sachs, Citi, covering sector trends, company research...
Morgan Stanley
2026-06-15
中国经济的AI与能源新时代
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
Morgan Stanley
2026-06-15
Morgan Stanley Global Macro Forum: Chipflation – Implications of a Memory Crisis
Morgan Stanley
2026-06-15
Living with AI: Bridging the Capability-to-Production-Value Gap
JPMorgan
2026-06-15
Electronic Components Sector: Component Data Deposition: METI production statistics (electronic components, semiconductors) for Apr 2026: Passive Components firm, MLCCs drive growth
Morgan Stanley
2026-06-15
Data Center Cooling Compounder - Upgrade to Overweight
Jefferies
2026-06-15
Copper Foil to Ride on AI HVLP Demand Surge; Initiate on Defu/TGCF
UBS
2026-06-03
Cloud Infrastructure: The Hyperscaler Bull Case
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
Morgan Stanley
2026-06-15
AI Spending Continues to Crowd Out Services While Acquisitions Get Harder; Downgrade ACN to EW
UBS
2026-06-11
Guangdong Huate Gas: Helium price hikes fully priced in; downgrade to Neutral
UBS
2026-06-09
Consumer Electronics Sector: Competitive Conditions, Sector Reorganisation, Yamada HD and Edion Sign MoU on Business Integration – Japan Retail Sector
UBS
2026-06-11
Guangzhou Guanggang Gas & Energy: Strengthening Bidding Capabilities in Electronic Bulk Gas Projects; Maintain Buy
UBS
2026-06-11
China Chemical New Materials Sector: Helium Prices Likely to Stabilize While Upside Is Priced In; Downgrade Huate Gas to Neutral
UBS
2026-06-10
Japan Autos, Auto Parts and Auto-tech Sector: May CPI and vehicle pricing trends
UBS
2026-06-09
China Semiconductor: How to position China tech stock in 2026?
UBS
2026-06-11
Generac Holdings Inc: Reiterate Buy, PT to $335 on C&I Demand
UBS
2026-06-11
BorgWarner, Inc.: Powering Up; Upgrade to Buy, $95 PT
UBS
2026-06-09
Global Equity Strategy: Semis — The New Oil... Reasons to Be Overweight in Parts
Goldman Sachs
2026-06-09
Ruijie Networks (301165.SZ): Product mix upgrade towards 400G / 800G switch; Riding on China Cloud AI Capex; Buy
JPMorgan
2026-06-10
JPM | US Energy: US Attacks Iran as Inventories Deplete, Odds of June SOH Normalization Fall <10%, Higher Gas 2H27, Power Demand to Hit Records, DVN Guide, ETR Analyst Day, FCX Dinner
UBS
2026-06-03
Changchuan Technology: Raising target price to reflect stronger domestic GPU demand and memory tester opportunities
Citi
2026-06-04
US Application Software: Back Office Software 1Q26 Earnings Wrap-Up: Bifurcation on AI Contribution w/ Valuation Finding a New Floor
Goldman Sachs
2026-06-05
The 720: HK Banks & Insurance, Broadcom, China Consumer Staples, Japan Macro (June Rate Hike & Yen), Yaskawa, Cross Asset Strategy
JPMorgan
2026-06-05
JPM | US Healthcare: ARWR/ IONS Deep Dive, CYTK/ EWTX, ROIV, VERA, Biotech Cash Tracker, ELV Day 4, GKOS, COO, DXCM, OLMA and BDX CEO Calls Today
JPMorgan
2026-06-04
China Technology: Picking Winners: Preferring Upstream, Selective on Downstream
Morgan Stanley
2026-06-04
June 4: Oil-Led Rates Rally: Global Macro Commentary
JPMorgan
2026-06-08
Clean Energy: Weekly Tearsheet: Last Week for Extel/II Voting, FRVO Initiation, CleanPower Conference Takeaways, GNRC Hyperscaler Deal, FLNC Collaboration with NVDA
Goldman Sachs
2026-06-03
Technology: Software: 30th European Financials Conference - European Software & Payments Key Takeaways
Morgan Stanley
2026-06-02
Key Computex Takeaways: Agentic AI, TSMC capacity and MediaTek's AI PC chips
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!
JPMorgan
2026-06-03