Research Blog

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SaaSpocalypse Part II? IBM’s Preliminary Earnings Report Rattles Software

7/15/26

IBM’s bearish pre-announcement reignited fears about AI’s impact on enterprise tech spending.

Q2 2026 Earnings Preview: Navigating High Expectations, Tariff Rebates, and War Uncertainties

7/13/26

As the Q2 2026 earnings season begins, investors face a unique landscape of high growth expectations and upward analyst revisions balanced against geopolitical uncertainty, shifting dividend strategies, and tactical deployments of tariff rebates.

Q3 2026 Investor Conference Calendar: Taking Stock of Major Industry Themes... And Risks

7/07/26

As summer winding down kicks corporate events into high gear, we map out the jam-packed docket of major investor conferences to watch across every sector this August and September.

Hollywood Heats Up: Upcoming Movies Could Score More Box Office Goals

6/30/26

Strong movie attendance may signal consumers are seeking affordable entertainment amid economic pressures.

Beyond AI: Where Investors Can Still Find Dividend Growth in 2026

6/23/26

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere.

SpaceX Stole the Show, but These Market-Moving Events Could Drive Stocks Next

6/17/26

A busy slate of corporate events, including a slew of Annual General Meetings, put the finishing touches on a wild first half.

Split Decisions: What Stock Splits Reveal About Corporations in H1 2026

6/11/26

Traditional split announcements have significantly cooled in the first half of 2026, dropping sharply from previous multi-year highs.

From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash

6/09/26

Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance.