Microsoft Corp (MSFT) research
Equibles Research on Microsoft Corp — analysis and original studies grounded in disclosed primary sources and documented methods.
Anthropic's S-1 Explains the Unnamed Deals in Google, Broadcom and SpaceX Filings
Alphabet, Broadcom and SpaceX each report a large deal with a private company or customer they don't name. Read against Anthropic's S-1, the amounts, dates and terms match Anthropic's own. Amazon, which does name it, valued the same Anthropic notes $10.7 billion below Anthropic's figure at June 30, and $15.7 billion above it at September 30.
Congress Stock Trading in 2026: The Pre-Midterm Scorecard
Members of Congress reported 3,416 stock trades made in 2026. Three members made more than half, 786 were reported after the 45-day limit, and only 39% of the purchases have beaten the S&P 500 since.
How Much Do Stocks Move After Earnings? Evidence From 12,353 S&P 500 Reports
In 2026 so far, 13.3% of S&P 500 earnings reports moved the stock 10% or more on the next trading day, more than one in eight, against one in 23 in 2021, and the average move grew from 3.4% to 5.3%. Technology stocks moved 8.0% on average over the last four quarters, utilities 1.9%.
Nebius Group (NBIS) Q3 2026 Earnings Preview and Forecast
We forecast Q3 2026 revenue of $934.5M for Nebius Group, 3% above the $904.8M consensus, and full-year revenue of $3.34B at the top of guidance. Any year-end ARR above about $7.9B would lift 2026 revenue past the guided range, and the balance sheet is far stronger than CoreWeave's.
Palantir's guide raise tilts bull, but share-count creep keeps the spread thin
Read on Palantir: U.S. commercial growth, RPO quality, dilution math, and the Q3 2026 print against the $2.16B revenue band that decides the multiple debate.
Micron's FQ4-26 guide of $50.0B and 86% gross margin: a single quarter larger than every full year through FY2024, with SK hynix's P&T7 build as the contestable mirror
Micron's FQ4-26 guided band exceeds every full fiscal year through FY2024 on a revenue base that has reset free cash flow to $18.3B in Q3 2026 and operating cash flow to $25.39B; the bull case rests on DRAM/NAND pricing, HBM4E absorption, and SCA lock-in holding ahead of SK hynix's Cheongju P&T7 advanced-packaging acceleration funded by a US$26.5B ADR allotment.
