MI&S Weekly Analyst Insights — Week Ending July 31, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone, Anshel Sag and Melody Brue

• August 3, 2026

Microsoft Doubles Down On Topological Qubits With Majorana 2 Chip

Paul Smith-Goodson

• July 30, 2026

MI&S Weekly Analyst Insights — Week Ending July 24, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone and Anshel Sag

• July 27, 2026

Intel’s Leading-Edge Buildout Showcases What It Takes to Create a Modern Chip Foundry — Analyst Insight

Patrick Moorhead

• July 27, 2026

Everyone In AI Sells ‘Context’ Now — But It Means Different Things

Mike Leone

• July 22, 2026

Sizing Up The First Generation Of Enterprise Agentic Assistants

Jason Andersen

• July 22, 2026

What I Learned From Six Months Of Using Agentic Assistants For Work

Jason Andersen

• July 21, 2026

MI&S Weekly Analyst Insights — Week Ending July 17, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone and Anshel Sag

• July 20, 2026

MI&S Weekly Analyst Insights — Week Ending July 10, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone and Anshel Sag

• July 13, 2026

Accenture Survey Finds AI Investment Surging, But Operating Models Lag

Melody Brue

• July 9, 2026

Microsoft Discovery Aims To Advance The Era Of Agentic Science

Paul Smith-Goodson

• July 9, 2026

MI&S Weekly Analyst Insights — Week Ending July 3, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone and Anshel Sag

• July 6, 2026

NetApp’s Bid to Own the Data Beneath Enterprise AI — Analyst Insight

Mike Leone

• July 1, 2026

MI&S Weekly Analyst Insights — Week Ending June 26, 2026

Patrick Moorhead, Paul Smith-Goodson, Jason Andersen, Bill Curtis, Matt Kimball, Mike Leone and Anshel Sag

• June 29, 2026

Cisco Live 2026 Fits Collaboration Into Cisco’s AI Platform Strategy

Melody Brue

• June 26, 2026