Deep Research Global

Deep Research Global

Home
Notes
Reports
Archive
About
Blackstone (BX) - Fundamental Analysis Report 2026 (Updated)
Record $1.35 trillion in assets, 26% earnings growth and an AI-powered deal machine collide with private credit redemption noise: what BX investors need…
 • Deep Research Global
Paramount Skydance (PSKY) - Fundamental Analysis Report 2026 (Updated)
Streaming scale, a $110.9 billion Warner bet and $3.9 billion in EBITDA guidance: what PSKY’s fundamentals say now.
 • Deep Research Global
Thermo Fisher (TMO) - Fundamental Analysis Report 2026 (Updated)
Thermo Fisher's Q2 2026 beat, $8.9B Clario deal, and raised guidance signal a new growth cycle. Full TMO analysis: segments, risks, and scenarios.
 • Deep Research Global
Earnings Analysis - Zscaler, Ciena, lululemon & More
ZS, CIEN, LULU, SNOW, AVGO, MDT, PANW, DELL
 • Deep Research Global
Jensen Huang Says AGI Has Arrived But Investors Should Read the Fine Print
OpenAI's GPT-6 Astra sparked Wall Street's favorite debate. Here’s what the declaration actually means for your portfolio.
 • Deep Research Global
Intuit (INTU) - Fundamental Analysis Report 2026 (Updated)
Intuit’s Q4 FY2026 cleared the bar, yet a deliberate growth reset, a Mailchimp carve out, and a pricing pivot in DIY tax now define the INTU story.
 • Deep Research Global
Snowflake (SNOW) - Fundamental Analysis Report 2026
37% product revenue growth, AI-led acceleration, RPO warning signs, and the next moves on SNOW.
 • Deep Research Global
Progressive (PGR) - Fundamental Analysis Report 2026 (Updated)
America’s new No. 1 auto insurer is growing policies at 7% while printing an 86.9 combined ratio. Here’s what the numbers say for the rest of 2026.
 • Deep Research Global
Earnings Analysis - Marvell, Autodesk, NVIDIA & More
MRVL, ADSK, HPQ, CRM, CRWD, NVDA, INTU
 • Deep Research Global

August 2026

© 2026 Deep Research Global · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture