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今日 06:18

通話クラウド化、リングやズーム買い

Buy Ring, Zoom, and Twilio as Voice Calls Shift to the Cloud, Analyst Says
バンカメ「コロナ後も活況継続へ」
昨日 07:23

WD、メモリー高で大幅増益へ

Western Digital Profit to Surge on Higher Flash-Memory Prices, Analyst Says
サスケハナ、コンセンサス予想の2倍見込む
WEEKLY
2021/04/18 08:02

アマゾンの今後の成長の原動力はクラウドと広告事業

Amazon Can Be a $3 Trillion Company in 3 Years. Here’s How.
時価総額が3年後に3兆ドルに近づくとの見方も
2021/04/15 06:33

アップル決算、上振れの可能性

Apple Could Crush Earnings Estimates. One Analyst Explains How.
エバーコア「部品不足の影響軽微」
2021/04/06 13:00

トップアナリスト推奨ネット9銘柄

Here Are 9 Stock Picks From One of the Market’s Top Internet Analysts
エバーコアへ移籍のマハニー氏
WEEKLY
2021/04/04 10:20

2兆3000億ドルのインフラ投資、主役はハイテク企業

Tech Gets Starring Role in Biden’s Infrastructure Plan
広がる裾野、未注目銘柄も
2021/04/01 05:58

iCarの世界市場シェア、5%以上に

Apple Stock Rallies Because UBS Believes in the iCar
UBSが予想、アップル株上伸
2021/03/29 11:28

急落のズーム、まだ割高?

Zoom Stock Is Taking a Beating. Why It Still Looks Pricey.
ドイツ銀「解約増で想定以上の成長鈍化リスク」
WEEKLY
2021/03/28 07:07

ハイテク株は依然として非常に割高

By One Measure, Tech Stocks Are Back Near Dot-Com Bubble Heights.
調整局面しばらく続く可能性
2021/03/26 06:59

アルファベットは回復のダークホース

Alphabet Stock Is a Recovery ‘Dark Horse’ and Other Ways to Play the Reopening
モルスタがコロナ後期待のネット株
2021/03/25 11:43

好業績のアドビ、コロナ後は?

Adobe Stock Sags Despite Strong Earnings. The Outlook Is the Key.
アナリストは評価も、株価下落
2021/03/22 09:07

ハードウエア株の好調継続へ

Hardware Stocks Have Outperformed the Market. Why That Should Continue.
モルスタ「株価倍率に伸び余地」
WEEKLY
2021/03/21 08:06

クラウド企業の業績を理解する新指標

The Cloud Is Already Confusing - the Metrics Make It Worse
ARR、RPO、NNR、貢献利益、調整後EBITDA、TAMとは
WEEKLY
2021/03/14 09:01

韓国の電子商取引大手クーパンが米国で上場

Coupang Is the Amazon.com of South Korea, but Maybe Even Better
韓国ハイテク企業の米国上場が復活するきっかけとなるか?
2021/03/09 10:28

ナスダック調整も旧来銘柄は上伸

Nasdaq’s Slide Passes 10% as Investors Keep Selling Tech’s High Fliers
アークETFはピークから約30%下げ
2021/03/08 12:47

横ばいのマイクロソフトにチャンス

Microsoft Stock Has Been Flat for 6 Months. Why It Could Be Time to Jump Aboard.
モルスタ「クラウドのシェア拡大加速へ」
WEEKLY
2021/03/07 08:49

景気回復への楽観論が割高なハイテク株の重しに

There’s Reason for Optimism. That’s Bad News for Tech
投資家は強気姿勢を維持しつつ選別志向を強めている
2021/03/05 12:32

クアルコムは格安ハイテク株

Qualcomm Is Among the Cheapest Names in Tech. 5G Remains a Big Opportunity.
パイパー・サンドラー「予想PERは18.4倍」
2021/03/04 11:18

グーグルが閲覧追跡クッキー廃止

Google Is Making a Change to its Ad Business. What it Could Mean.
株価にどう影響?
2021/03/03 11:57

ズーム、コロナ後の成長に疑問

Zoom Video Stock Gives Back Gains. Here Is What’s Worrying Investors.
株価、好決算で急騰後、大幅反落

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