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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.

OpenAI Ecosystem
AI & Emerging TechnologiesOpenAICerebrasMSFTAMDNVDAResearch

OpenAI Ecosystem

Explore the most important public company relationships with OpenAI in 2026, including Microsoft, AMD, and NVIDIA.

Kris Bennatti·
Companies Involved in Prediction Markets, Gambling, or Sports Betting Activities
Industry LandscapeResearch$DKNG

Companies Involved in Prediction Markets, Gambling, or Sports Betting Activities

Discover leading companies in prediction markets and sports betting, including DraftKings and Flutter, with key 2026 stats and trends.

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Comprehensive Overview of the Space Industry: Key Segments and Trends
IndustrialsSAAQPMTRSPCESACVOYGYSSFLYASTSLUNRPLCMTLSpaceResearch

Comprehensive Overview of the Space Industry: Key Segments and Trends

Detailed primer on the space industry, with key players, drivers, risks and long-term trajectory.

Buddy Wiseman-Barker·
K-Shaped Economy: Consumer Behaviour Trends in 2026
Market & MacroKOPGMKCTGTCAVAELFUNFIResearch

K-Shaped Economy: Consumer Behaviour Trends in 2026

Consumer demand in 2026 is split: lower-income shoppers face pressure, while higher-income cohorts remain resilient. UNFI, ELF, KO, TGT trends included.

Kris Bennatti·
What could be the next bottleneck for AI after memory?
AI & Emerging TechnologiesMRVLMUNVDAMARAResearch

What could be the next bottleneck for AI after memory?

Discover why power and energy are the top AI bottlenecks after memory, with insights from Nvidia, Marvell, Enbridge, and more in 2026.

Buddy Wiseman-Barker·
The Most Stressed Out CEOs
Market & MacroResearch

The Most Stressed Out CEOs

Discover why CEOs at Magnera (MAGN), Moelis (MC), and Scotts Miracle-Gro (SMG) are worried in 2026.

Kris Bennatti·
CFO Resignations vs. Date of Announcement in the Last Month
Risk & Red FlagsResearch

CFO Resignations vs. Date of Announcement in the Last Month

See which CFOs resigned in 2026, including MTDR and DOCS, with details on replacements and timing.

Kris Bennatti·
Drone/UAV/Aerial Robotics Landscape by Value Chain Position
Industry LandscapeAVAVKTOSTDYONDSResearch

Drone/UAV/Aerial Robotics Landscape by Value Chain Position

Map the drone value chain in the US. Discover leading companies like AeroVironment, Kratos, and Teledyne with 2026 performance highlights.

Kris Bennatti·
IPO lock-up exemptions
Transactions & Capital MarketsResearch

IPO lock-up exemptions

Explore 2026 IPO lock-up exemptions for companies like SpaceX (SPCX), BioCardia (BCDA) and SOLV Energy (MWH), detailing waived or non-existent restrictions.

Kris Bennatti·