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RESEARCH COLLECTION

Technology Research Reports and Market Insights

Recent institutional research and market insights for the technology sector.

US Biotechnology and Pharmaceuticals: Notable quotes from 2Q: Week12026-07-31 · Citi · BIIB,BMY,REGN,ABBVMS Fixed Income Team on Financing the AI Infrastructure Buildout, Hyperscale CDS, AVGO & NVDA Backstop Deals | Ep. 3222026-07-31 · Morgan StanleyUS Biotechnology and Pharmaceuticals: 2Q26 snapshot: Week 1 of Biopharma earnings -- Top and bottom lines largely exceeded expectations2026-07-31 · CitiMediatek (2454.TW): Raising AI ASIC revenue for 20272026-07-31 · Citi · 2454.TWReddit, Inc. (RDDT.N): Advertising Momentum Continues, though Search Referral Choppiness Clouds User Growth2026-07-31 · Citi · RDDTThe Hidden AI Catalyst in Mortgages2026-07-31 · Morgan StanleyPresight AI Model Update2026-07-31 · JPMorganCarpenter Technology: F4Q Results: Healthy Reset Offers Attractive Entry Point with Constructive L-T Guide2026-07-31 · JPMorganAWS Acceleration & Operating Income Upside as AI Investments Show Returns; Reiterate Overweight $365 PT2026-07-31 · JPMorganUnimicron Technology (3037.TW): Product mix improvement speed to accelerate from 2H26, with sustainable demand outlook in LT2026-07-29 · Goldman Sachs