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Raghav Vashisht on Muck Rack

Raghav Vashisht

As seen in: Medium, Towards Data Science, Smartkarma
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Articles

Daily Brief TMT/Internet: Intel Corp, AT&T, International Business Machines, Lam Research, Servicenow Inc, HUYA, Deutsche Telekom , Wirecard AG and more

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By Raghav Vashisht
| Smartkarma
In today’s briefing: The ChatGPT Moment for a 60-Year-Old Company AT&T: Copper Shutdown & Cost Cuts—A Massive Reset For Margin Expansion! International Business Machines (IBM): A 48% IBM Z Growth Highlights Infrastructure Strength! Lam Research’s NAND Bet: Can 200+ Layer Chips Supercharge Its Growth Cycle?
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Daily Brief United States: Occidental Petroleum, Intel Corp, CRB Commodity Index, Tesla , Boeing Co, Philip Morris International, CME Group, AT&T, Catalyst Pharmaceuticals, Dr Horton Inc and more

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By Srinidhi Raghavendra, Raghav Vashisht, Rikki Malik
| Smartkarma
💡 Before it’s here, it’s on Smartkarma The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
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Daily Brief Thematic (Sector/Industry): Ohayo Japan | AI Compute Boosts Intel and more

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By Mark Chadwick, Mo Aziz, Raghav Vashisht
| Smartkarma
In today’s briefing: Ohayo Japan | AI Compute Boosts Intel EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change Strait of Hormuz: Open, But Impaired — Markets Are Underpricing a Prolonged “Grey-Zone” Disruption [Part 2] Known Good Die and the Test Bottleneck CPO Cannot Seem to Bypass Exencial Industry Tidings – 23-04-2026 Tech Supply Chain Tracker (24-Apr-2026): CSPs’ cloud revenues soar; record capex expected Monday Delight: 20/04/2026 Podcast EP342: The Evolution and...
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