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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Useful Live Changes: Servers, Networking, Data Centers

Useful Live Changes: Servers, Networking, Data Centers

Meta, Amazon, Microsoft, and more updated server and data center useful lives in 2026. See which tech giants made changes and how it impacts their assets.

Kris Bennatti·
The Yen Carry Trade, Mapped
Deep DiveResearch

The Yen Carry Trade, Mapped

¥13.4tn of identifiable yen-denominated debt across 547 instruments — 384 JASDEC Samurai bonds and 163 SEC-reported facilities. An interactive map of the maturity wall, funding costs, rate benchmarks and disclosed underwriting behind the yen carry trade.

Suhas Pai·
Broadcom Q3 2026 Earnings Preview: AVGO Revenue, AI Outlook
AVGO

Broadcom Q3 2026 Earnings Preview: AVGO Revenue, AI Outlook

Broadcom (AVGO) expects Q3 2026 revenue of $29.4B, driven by AI chip growth. Get the latest earnings preview and guidance highlights.

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CIBC Q3 2026 Earnings Preview: CM Results and Outlook
cibcCM

CIBC Q3 2026 Earnings Preview: CM Results and Outlook

CIBC (CM) Q3 2026 earnings preview: consensus sees $5.7B revenue and $1.61 EPS. Focus on NIM, credit quality, and capital strategy.

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CrowdStrike Q2 2027 Earnings Preview: CRWD Revenue Preview
CRWD

CrowdStrike Q2 2027 Earnings Preview: CRWD Revenue Preview

CrowdStrike (CRWD) Q2 2027 earnings preview highlights revenue guidance of $1.44B and strong ARR growth. See key factors and analyst expectations.

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Marvell Q2 2027 Earnings Preview: MRVL Revenue Preview 2026
MRVL

Marvell Q2 2027 Earnings Preview: MRVL Revenue Preview 2026

Marvell (MRVL) Q2 2027 earnings preview: consensus expects $2.7B revenue, with focus on data center growth and custom silicon ramp.

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Medtronic Q1 2027 Earnings Preview: MDT Guidance and Preview
MDT

Medtronic Q1 2027 Earnings Preview: MDT Guidance and Preview

Medtronic Q1 2027 earnings preview: guidance, growth drivers, and margin outlook for MDT. See what to watch and how last year compares.

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Nvidia Q2 2027 Earnings Preview: NVDA Revenue and Outlook
NVDA

Nvidia Q2 2027 Earnings Preview: NVDA Revenue and Outlook

Nvidia (NVDA) Q2 2027 earnings preview: consensus sees $91.8B revenue, nearly doubling YoY. Key focus on AI, data center, and Vera Rubin ramp.

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Palo Alto Networks Q4 2026 Earnings Preview: PANW Results Preview
PANW

Palo Alto Networks Q4 2026 Earnings Preview: PANW Results Preview

Palo Alto Networks (PANW) Q4 2026 earnings preview: 32% revenue growth expected, with focus on AI security and M&A integration.

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