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Information Technology

Information Technology
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31 Active research reports

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Technology Hardware & Equipment 12
Application Software & SaaS 10
AI Platforms & Infrastructure 6
Renewable Energy 3
Quantum Computing 1
Semiconductor Equipment 1
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Investing in Geothermal: Sector Trends, Key Companies, and Future Prospects

The geothermal energy sector is undergoing rapid expansion, fueled by escalating global electricity demand, projected at +4% annually through 2027. Favorable policy environments, particularly the January 2025 U.S. Executive Orders declaring a national energy emergency aimed at boosting domestic geothermal production, are providing significant growth catalysts.
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Adobe Inc – Undervalued & Overperforming, Riding AI into Record Results & Rosy Outlooks

Adobe is fundamentally reshaping the creative economy with AI at the core of its platform, not as a gimmick, but as a monetizable, enterprise-grade engine. While the market questions AI payoffs, Adobe is already delivering: over $125M in AI-first ARR, 24B assets generated via Firefly, and deep integrations that boost stickiness and pricing power.
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Market Dynamics in Generative AI: Analyzing OpenAI’s Strategic Position and Peers

OpenAI dominates generative AI with ChatGPT hitting 100M users in two months and a $157B valuation backed by $13B+ in funding from Microsoft, Sequoia, and others. Strong competition from Anthropic, Google Gemini, DeepSeek, and infrastructure plays like NVIDIA creates multiple investment opportunities across private markets and potential IPOs in this rapidly expanding sector.RetryClaude can make mistakes. Please double-check responses.
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Elastic N.V. (ESTC) – Navigating Strategic Growth & AI Leadership

Elastic continues to reinforce its dominance in the enterprise search and GenAI markets through significant cloud revenue growth, impactful partnerships, and consistent innovation. Fiscal 2025 marked solid operational achievements, though cautious FY2026 guidance reflects prudent management amid macroeconomic uncertainties. Elastic’s technical strengths and strategic partnerships effectively mitigate competitive pressures, especially in consumer-centric segments.
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Unity Technologies (U): Recalibrating Amid Monetization and Innovation Challenges

Unity Technologies (U) is a leading gaming engine provider renowned for its intuitive usability, versatility, and extensive community support. Specific recent restructurings, including the divestiture of digital twin and professional service divisions to Capgemini, have refocused Unity on its core gaming engine. However, monetization challenges and talent retention remain critical concerns.
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ZoomInfo (ZI) – Can the B2B Data King Hold Its Crown

ZoomInfo continues to lead the business-to-business (B2B) data intelligence landscape, prized for its data accuracy, Salesforce integration, and sales development representative (SDR) workflow tools. However, competitors are catching up fast, especially in user experience and pricing, while recent declines in mobile number accuracy threaten ZoomInfo’s most important value proposition.
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Apple’s (AAPL) Tariff Threat: Supplier Risks and Investor Strategies

U.S. President Donald Trump announced a proposed 25% tariff specifically targeting Apple Inc. (NASDAQ: AAPL), applied to all iPhones sold in the U.S. not manufactured domestically. This tariff significantly elevates risks for Apple’s global supply chain and its supplier network, potentially impacting profitability, pricing, and strategic production decisions.