Information Technology

Explore why BNP Paribas cuts Ericsson A’s target price while DNB Carnegie raises it—diverging 5G outlooks, R&D costs, and strategic partnerships shape investors’ next move.

Community backlash is reshaping AI data‑center growth—higher costs, slower builds, and a pivot toward modular edge sites. Learn how to stay ahead in the evolving supply chain.

JPVL’s 2025‑26 BRSR shows how Indian power firms blend ESG into core strategy—early‑warning systems, zero‑liquid‑discharge, and cyber‑security—to cut risks, boost efficiency, and win investor trust.

Lam Research shares drop 10% on July 2 amid a semiconductor equipment slump driven by NAND oversupply and stalled fab spending, revealing the sector’s fragile dynamics.

Western Digital navigates a volatile semiconductor‑equipment sell‑off, showing how memory oversupply and delayed fab upgrades reshape its storage business and AI‑driven strategy.

Explore how Lumentum’s declining optics sales and limited guidance are reshaping investor sentiment, while 3D sensing, high‑speed lasers, and 5G gear offer growth pathways.

Jabil’s latest quarterly report shows steady revenue growth, rising margins, and bold automation & ESG investments—insights investors need to spot future upside.

Roper Technologies: deep dive into its tech‑sector valuation, capital efficiency and growth drivers in aerospace, defense, and smart manufacturing.

Trimble’s inclusion in the Procure Space ETF & Global X Space Tech ETF shows investors trust its satellite‑enabled geospatial solutions, driving growth across agriculture, logistics, and construction.

Teradyne shares plunge as fab cap‑ex slumps, but AI‑centric test tools offer a path to rebound.