Archive - Deep Research Global

Microsoft (MSFT) - Fundamental Analysis Report 2026 (Updated)

Microsoft's Azure grew 48% and backlog hit $677B, but free cash flow fell 27%. See the numbers, risks, and FY27 scenarios behind MSFT's AI bet.

Oct 29 • Deep Research Global

SpaceX - Fundamental Analysis Report 2026 (Updated)

SPCX's AI segment now out-sells the rest of the company combined, and Q4 capex heads to $35B+. Here are the numbers you must understand before making…

Oct 27 • Deep Research Global

TSMC (TSM) - Fundamental Analysis Report 2026

TSMC fundamentals: 66.4% gross margin, 44% growth outlook, US$60B+ capex and a 2nm ramp. Get the Q4 and 2027 scenarios before you invest.

Oct 22 • Deep Research Global

BlackRock (BLK) - Fundamental Analysis Report 2026

Record $15.5T in assets, 38% EPS growth and a private credit stress test: the fundamental analysis every BLK investor needs before year-end.

Oct 20 • Deep Research Global

Palo Alto (PANW) - Fundamental Analysis Report 2026 (Updated)

Revenue up 34%, NGS ARR at $9.1B and a $20B FY30 goal. See what the numbers support and what a 97x forward P/E demands.

Oct 15 • Deep Research Global

How Capital Costs and CXMT Are Repricing the AI Chip Trade

Chip stocks sink as China's CXMT gains ground. Here’s the scenario math and key dates investors should track.

Oct 13 • Deep Research Global

Micron (MU) - Fundamental Analysis Report 2026 (Updated)

Revenue hit $133B, gross margin reached 87%, and guidance keeps climbing. Here’s what powers Micron’s run and what could stall it.

Oct 8 • Deep Research Global

Anthropic Pre-IPO Analysis Report

Revenue, losses, compute obligations, governance and valuation math packed into one investor-grade report. Should you buy or skip Anthropic?

Oct 6 • Deep Research Global

Coinbase (COIN) - Fundamental Analysis Report 2026

A $359M Q2 loss, a stalled CLARITY Act, yet a record market share. Here’s what the fundamentals reveal about COIN.

Oct 1 • Deep Research Global

September 2026

Earnings Analysis - Costco, BlackBerry, General Mills & More

BB, COST, CBRL, GIS, PAYX, CTAS

Sep 29 • Deep Research Global

AutoZone (AZO) - Fundamental Analysis Report 2026 (Updated)

A record year, a tariff-scarred balance sheet, and a stock sliding down in 2026. Here’s what the numbers reveal about AutoZone.

Sep 24 • Deep Research Global

Earnings Analysis - Lennar, Trip.com, Kestra Medical & More

LEN, KMTS, RLGT, PLAY, TCOM, FPS, VRA, and LUXE

Sep 22 • Deep Research Global

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