Research Notes & Thematic Analysis

M&A Activity by Sector: 2025 / 2026 Deal Tracker

Deep DiveMRVLSPCX+3$NVDA

Jensen Bump: Companies named by Nvidia's Jensen Huang at GTC Taipei

Jensen Huang named Nvidia's key AI factory and cloud partners at GTC Taipei Computex 2026, highlighting NVDA's expanding ecosystem.

AccountingPONYPSNY

Related party revenue at foreign issuers

Explore related party revenue trends for Polestar, Arm, and other foreign issuers in 2026, with detailed breakdowns by company and counterparty.

Deep DiveMUDELL+3

Trump Bump: Public companies praised by Donald Trump

Discover how Trump’s praise boosted stocks like Micron (MU), Intel (INTC), and Dell (DELL) in 2026.

Notable US Executive Perks: Security and Aircraft Use in Proxy Disclosures

Palantir, Meta, and Nvidia disclosed multi-million dollar executive perks for aircraft and security in 2026 proxy filings. See the largest reported figures.

APDLINECL+1

Air Products Competitors: APD vs LIN, DOW in 2026

See how Air Products (APD) stacks up against Linde, Dow, and other major competitors in the 2026 industrial gases industry.

BKRSLBHAL+3

Baker Hughes Competitors: BKR Peer Comparison 2026

Explore Baker Hughes' 2026 competitors, including SLB, Halliburton, and NOV, with a breakdown of market caps and product lines.

EMEPWR

Comfort Systems USA Competitors: FIX Peer Comparison 2026

See how Comfort Systems USA (FIX) stacks up against EMCOR, Quanta, and other MEP industry peers in 2026.

DDUKSO+3

Compare Dominion Energy (D) to top competitors like Duke Energy, Southern Company, and NextEra.

See how Dominion Energy compares to Duke, Southern, and NextEra in market cap, renewables, and utility operations for 2026.