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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Intelligence Weekly
StockResearch Intelligence Weekly #28
Weak Jobs Reopened the Rate-Cut Trade, but Earnings Still Drew the Line | Week Ending Friday, August 7, 2026
Research Report
Apple Reached $5 Trillion Without Leading AI. That Grace Period Is Ending.
Apple just delivered its strongest June quarter ever. The stock still asks investors to pay 38 times earnings before Siri AI has…
Intelligence Weekly
StockResearch Intelligence Weekly #27
Big Tech Delivered, but the Chip Trade Still Cracked | Week Ending Friday, July 31, 2026
Intelligence Weekly
StockResearch Intelligence Weekly #26
Oil Took the Lead as AI Spending Fears Returned | Week Ending July 24, 2026
Research Report
Google Raised Its AI Bill to $200B. Search Still Won’t Die
Search grew 17%. Cloud grew 82%. The real question is no longer whether AI will kill Google - it is whether Google…
Intelligence Weekly
StockResearch Intelligence Weekly #25
Semis Reset While Energy Takes Leadership | Week Ending July 17, 2026
Research Report
Duolingo’s Reset May Be Mispriced
A 14% bookings number looks ugly. The operating system behind it still grew users, subscribers, revenue, and free cash flow at double-digit…
Intelligence Weekly
StockResearch Intelligence Weekly #24
AI Found a Bid Again, but the Market Did Not Broaden | Week Ending July 10, 2026
Research Report
Salesforce Got Treated Like Dead SaaS. The Numbers Say Otherwise.
A 40% drawdown, a 10.7% free-cash-flow yield, and a stock still sitting far below consensus.
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