This report provides a daily TMT market update, highlighting strong performance in memory-related equities and shifts in software architecture. It also details major corporate developments for Microsoft, Alphabet, and Disney, alongside an outlook for the smartphone market.
Key Takeaways
- 1.The software industry is shifting towards open standards, easy data ingestion, and custom agentic apps as foundational pillars for future value accrual.
- 2.Global smartphone shipment volume estimates for 2026-2027 were reduced due to high memory costs, while foldable phone penetration continues to grow.
- 3.Microsoft CEO Satya Nadella is positioning the company to challenge frontier AI model builders by focusing on lower-cost models and greater user control.
Table of Contents
- TMT NEWS:
- MACRO:
- TRADING:
- RESEARCH:
- STREET ACTIONS:
- EVENTS:
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Leyla KamshadPeter Bartlett
Securities
WDCMSFT
Themes
AI Investment CycleMemory Costs and Demand
Regions
Asia PacificUnited StatesJapanChina