Intelligence Weekly
StockResearch Intelligence Weekly #35
Cash Flow Before the Next Inflation Test. | Week Ending October 9, 2026
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derek.chafin
Intelligence Weekly
StockResearch Intelligence Weekly #34
The Fed Hikes. Earnings Must Do the Work. | Week Ending Sep 18, 2026
Intelligence Weekly
StockResearch Intelligence Weekly #33
Oil, Inflation and the Fed Keep the Pressure on Stocks | Week Ending Sep 11, 2026
Intelligence Weekly
StockResearch Intelligence Weekly #32
Stronger Jobs Raised the Bar for Stocks Ahead of Inflation Week | Week Ending Sep 4, 2026
Research Report
TSMC Grew 45%. The World’s AI Bottleneck Is Also Its Biggest Geopolitical Risk.
July revenue reached NT$467.6 billion as advanced-node and AI demand accelerated.
Intelligence Weekly
StockResearch Intelligence Weekly #31
Software Roared Back, but Small Caps Missed the Rally | Week Ending Friday, August 28, 2026
Research Report
AWS Reaccelerated to 37%. Amazon’s Free Cash Flow Turned Negative.
AI demand and a broader silicon strategy are restoring the cloud leader's growth. Now Amazon must prove that the largest infrastructure build…
Intelligence Weekly
StockResearch Intelligence Weekly #30
Rates Rose, Tech Broke, and Healthcare Took the Tape | Week Ending Friday, August 21, 2026
Intelligence Weekly
StockResearch Intelligence Weekly #29
Oil Roared, Small Caps Held, and the Consumer Blinked | Week Ending Friday, August 14, 2026
Research Report
Meta Grew Ads 27%. Free Cash Flow Fell to $784 Million. The AI Bill Is Here.
Meta's advertising engine is accelerating. Its infrastructure bill is accelerating faster.
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