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Research Articles

Amazon: How Long Until the AI Spending Pays Off?

Nov 5, 2026

Micron Deep Dive: Has AI Broken the Memory Cycle?

Oct 29, 2026

Greggs’ Trading Improves, AMD Bets on World Labs & Micron Signals More AI Spending

Oct 2, 2026

AI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy

Sep 25, 2026

Intuit Investor Day: rebuilding customer growth without giving up earnings growth

Sep 22, 2026

Grab’s Atome Bet, Crocs Shows Green Shoots & AMD’s AI Opportunity Broadens

Sep 19, 2026

Portfolio Update: Why We Plan to Exit Allegion and Straumann

Sep 17, 2026

Sunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal

Sep 11, 2026

Intuit Q4 FY26: The FY27 Guidance Reset

Sep 9, 2026

Evolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO

Sep 8, 2026

Straumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip

Aug 22, 2026

Booking Holdings Q2’26: Resilient Execution & Expanded Cost Savings

Aug 12, 2026

Allegion plc (ALLE): Q2 2026 Earnings

Aug 2, 2026

PayPal Q2'26 Review: Paying Up for a Pivot

Jul 30, 2026

POOL Corp Q2'26: Maintenance Resilience Amidst a Continued Downcycle

Jul 28, 2026

Evolution Q2'26: High-Stakes Grinding as RNG and Europe Step Up

Jul 22, 2026

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