INDUSTRY RESEARCH HUB
Technology Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the technology industry.
Foreign research
20 August 2026 U.S. Multi Industry & Electrical Equipment US Industrials: 30 exhibits on the state of cooling and electrical equip. procurement in North American Data Centers Varun Govindaraj Chad Dillard Alasdair Leslie Sunaina Ocalan .+1 917 344 8503 …
US Biotechnology: Roivant and Immunovant - Post 1Q27 Model Update2026-08-20 · Bernstein20 August 2026 US Biotechnology Roivant and Immunovant - Post 1Q27 Model Update Jeffrey Walch, MD, Ph.D. Wen Jiang, Ph.D., CFA Specialist Sales Christian Moore For ROIV and IMVT, everything remains on track. The primary incremental update was …
Digital Ads in 2Q26: AI benefits accrue elsewhere2026-08-20 · BernsteinSoftware & Services Mid-Year Outlook | Europe: A Pause in the Downtrend, or a New Beginning?2026-08-20 · Morgan StanleyAlibaba Group Holding: Cloud Growth to Further Accelerate; Momentum on MaaS & T-Head2026-08-20 · CitiKingsoft (3888.HK): 2Q26 Strong Print; Navigating NT Pressure While LT Vision Intact; Buy2026-08-20 · CitiAI Debt Financing Tracker: The Summer Spreads Turned Wider2026-08-20 · Morgan StanleyInvestor Presentation: India Internet and Telecom Sector: India Technology | Asia Pacific2026-08-20 · Morgan Stanley1H26 Results: AI Revenue Growth Offset by Non-AI Revenue Decline2026-08-20 · Morgan StanleyJCET Group (600584.SS): 2Q26 Results in Line with Pre-Announcement; Computing, Automotive the Main Growth Areas2026-08-20 · CitiEoptolink Technology (300502.SZ): 2026 Restricted Share Incentive Plan: Sign of Confidence on 26-29 Revenue Growth2026-08-20 · CitiRisk Reward Update2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 12:25 PM GMT Morgan Stanley Australia Limited+ APA Group | Asia Pacific Rob Koh Equity Analyst Risk Reward Update What’s Changed APA Group (APA.AX) From To Price Target …
1QFY27: Cloud & CMR In-line; Capex Hike as Expected2026-08-20 · Morgan Stanley日本ライフサイエンス・診断.メディックとヘルステック・流通: 2026年4-6月決算レビュー:メディック好調な01。Q2では上方修正出そう。朝日インテックがドンブツピック2026-08-20 · CitiJapan Medtech: April-June 2026 review - expect Q2 upward revisions in medtech following strong Q1, top pick Asahi Intecc2026-08-20 · Citi朝日インテック(7747.T): 製品競争力を背景にグローバルでシェア上昇中。強気維持。メドテクのトップピックス。2026-08-20 · CitiBIPROGY: 6月Q決算：システムトラブルで実績はコンセンサスを大幅下回る、通期計画据え置きも達成確度が焦点2026-08-05 · Morgan StanleyM Update 2026 年 8 月 5 日 10:39 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ BIPROGY (8056) | Japan ヤン ルユエン、CFA 株式アナリスト 6月Q決算：システムトラブル で実績はコンセンサスを大幅 下回る、通期計画据え置きも 達成確度が焦点 AlphaSignals 決算リアクション 津坂 徹郎、CFA 株式アナリスト 西村 圭司 アソシエイト BIPROGY (8056.T, 8056 JT) 影響なし …
Primary-source evidence
Nu Holdings reported Q2 2026 net income of $1.06 billion, up 49% YoY and 17% QoQ, marking the first time quarterly net income exceeded $1 billion. Total revenue reached $5.88 billion, up 39% YoY.…
CURRENT REPORT2026-08-07 · SEC EDGAR · 8-KLevi Strauss & Co. disclosed a cybersecurity incident where an unauthorized third party accessed company files via social engineering, potentially exfiltrating corporate information.…
8-K2026-07-31 · SEC EDGAR · 8-KAmgen identified unauthorized activity in July 2026 involving data stored in third-party cloud environments. Some data, including proprietary data and patient protected health information, was exfiltrated.…
10-K2026-07-29 · SEC EDGAR · 10-KMicrosoft's FY2026 revenue reached $331.8B, up 18% YoY; net income $133.7B, up 31%; diluted EPS $17.95, up 32%. Intelligent Cloud grew 30% with Azure up 41%. Continued heavy AI infrastructure investment slightly pressured gross margin.…
10-Q2026-06-26 · SEC EDGAR · 10-QCarnival Corp reported Q2 FY2026 revenue of $6.66B, up 5.3% YoY, with net income of $537M, down 5.0% YoY, and EPS of $0.39. The company completed DLC unification, repurchased shares, and paid dividends. Customer deposits reached a record $9.0B.…
8-K2026-06-25 · SEC EDGAR · 8-KMarvell Technology, Inc. filed an 8-K on June 25, 2026, reporting annual meeting voting results and a quarterly dividend. All director nominees were elected, executive compensation was approved, Deloitte was ratified as auditor, and a shareholder proposal for…
10-K2026-06-22 · SEC EDGAR · 10-KOracle's FY2026 revenue grew, with cloud and software up 19%, but margins declined due to infrastructure spending. The company issued $129.5B debt and $5B mandatory convertible preferred stock, with capital expenditures of $55.7B.…
Questions this evidence can help answer
- Which technology companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?