Our long-form research articles, the For us Normies explainers, and the deep answers we give to questions people ask us on X. Every figure is cited.https://www.tradestoryai.com/research/en-ushttps://www.tradestoryai.com/research/welding-is-getting-busier-what-the-latest-calls-say-about-process-toolinghttps://www.tradestoryai.com/research/welding-is-getting-busier-what-the-latest-calls-say-about-process-toolingThe latest reports from welding and dispensing suppliers show volume and orders starting to do more of the work than price. Here is what Lincoln Electric, Graco, ITW and Nordson said, and what to watch next.Mon, 02 Nov 2026 10:18:28 GMTRoboticshttps://www.tradestoryai.com/research/liquid-biopsys-quiet-bottleneck-who-is-building-lab-capacity-firsthttps://www.tradestoryai.com/research/liquid-biopsys-quiet-bottleneck-who-is-building-lab-capacity-firstThree diagnostics companies used their latest earnings calls to talk about labs, automation and cost per test. In this corner of health care, capacity may matter as much as demand.Sun, 01 Nov 2026 18:39:57 GMTHealth & Biohttps://www.tradestoryai.com/research/the-closed-weight-ai-race-where-anthropic-is-gaining-and-openai-is-defendinghttps://www.tradestoryai.com/research/the-closed-weight-ai-race-where-anthropic-is-gaining-and-openai-is-defendingOctober's industry notes put the competition among closed-weight labs in sharper focus. Anthropic leads in coding, OpenAI is defending on trust and value, and smaller labs are pushing into decision models.Sun, 01 Nov 2026 15:47:02 GMTPrivate Equityhttps://www.tradestoryai.com/research/the-gas-pipes-behind-ai-power-what-this-weeks-reports-tell-you-to-watchhttps://www.tradestoryai.com/research/the-gas-pipes-behind-ai-power-what-this-weeks-reports-tell-you-to-watchThe latest gas reports show two clocks running at once. Majors and producers are posting strong quarters now, while new pipelines are being planned for 2030 and later.Sun, 01 Nov 2026 15:47:21 GMTAI Buildouthttps://www.tradestoryai.com/research/what-protects-sofi-the-member-economics-behind-the-moathttps://www.tradestoryai.com/research/what-protects-sofi-the-member-economics-behind-the-moatSoFi's latest call says its edge is what each member is worth: better unit economics per product, more products per member and pricing it chooses not to give away. Here is what the evidence shows, how it compares with PayPal and Mastercard, and what would wear it down.Fri, 30 Oct 2026 22:45:37 GMTCryptohttps://www.tradestoryai.com/research/beyond-evidence-the-counter-drone-and-software-shift-behind-axons-new-moneyhttps://www.tradestoryai.com/research/beyond-evidence-the-counter-drone-and-software-shift-behind-axons-new-moneyAxon's core evidence software still anchors the business, but a growing share of revenue now comes from newer products, with counter-drone among the fastest-growing. Here is where that new money comes from and what would confirm the shift.Thu, 29 Oct 2026 02:49:41 GMTDefensehttps://www.tradestoryai.com/research/answers/marvell-lumentum-deal-reaction-2026-10-28https://www.tradestoryai.com/research/answers/marvell-lumentum-deal-reaction-2026-10-28Yes, Marvell (MRVL) slipped, but only after hours. It had closed up 3.32% at $251.65 on 2026-10-28, before Bloomberg reported it was in advanced talks to buy Lumentum (LITE), and Lumentum rose as much as 17% after the close. The split is the usual one for a deal like this. The target gets the premium. The buyer takes on the price, the financing and the integration risk, and here it is buying a company whose market value was $78.5B next to Marvell's $213.3B, without any announced terms.Thu, 29 Oct 2026 03:07:07 GMTResearchhttps://www.tradestoryai.com/research/answers/microsoft-vs-alphabet-earnings-2026-10-28https://www.tradestoryai.com/research/answers/microsoft-vs-alphabet-earnings-2026-10-28Microsoft had the better night. It beat on revenue and EPS, posted an operating margin near 50% and generated cash while holding capex below expectations. Alphabet grew faster, with Google Cloud more than doubling, but it missed on both revenue and EPS and burned cash. After hours the market sided with Microsoft.Thu, 29 Oct 2026 03:05:02 GMTResearchhttps://www.tradestoryai.com/research/ai-securitys-share-war-how-to-read-who-is-gaining-ground-and-who-is-giving-it-uphttps://www.tradestoryai.com/research/ai-securitys-share-war-how-to-read-who-is-gaining-ground-and-who-is-giving-it-upThe latest earnings calls and 10-K filings point to one theme: buyers are consolidating security onto fewer platforms. Here is who the reports show taking deals, and from whom.Mon, 26 Oct 2026 09:16:46 GMTAI Softwarehttps://www.tradestoryai.com/research/surgical-robots-who-is-gaining-ground-who-is-defending-it-and-why-it-matters-tohttps://www.tradestoryai.com/research/surgical-robots-who-is-gaining-ground-who-is-defending-it-and-why-it-matters-toIn medical robotics, share is won by getting a system into the hospital and keeping the work flowing through it. The latest earnings calls show incumbents defending that position while challengers come in through new systems, other procedures and new regions.Thu, 22 Oct 2026 16:42:56 GMTRoboticshttps://www.tradestoryai.com/research/the-ai-ipo-test-what-a-1-5-trillion-anthropic-listing-has-to-provehttps://www.tradestoryai.com/research/the-ai-ipo-test-what-a-1-5-trillion-anthropic-listing-has-to-proveThe fear around Anthropic and OpenAI is mostly about a credit event spilling into public markets. The latest reports point somewhere else: valuation expectations, how much capital these companies are raising, and customers who can switch providers.Thu, 22 Oct 2026 17:39:41 GMTPrivate Equityhttps://www.tradestoryai.com/research/what-protects-merck-now-why-access-may-matter-more-than-pricehttps://www.tradestoryai.com/research/what-protects-merck-now-why-access-may-matter-more-than-priceMerck's latest call points to a moat built on reach, regulatory standing and pipeline lifecycle more than on premium pricing. Here is what the facts show, and what could wear it down.Thu, 22 Oct 2026 15:24:16 GMTHealth & Biohttps://www.tradestoryai.com/research/the-power-pivot-who-gains-when-bitcoin-miners-start-hosting-aihttps://www.tradestoryai.com/research/the-power-pivot-who-gains-when-bitcoin-miners-start-hosting-aiBitcoin miners are turning their power and sites into AI infrastructure. The early edge looks like contracts, partners and execution rather than raw megawatts, and the companies are telling that story in different ways.Wed, 21 Oct 2026 18:43:08 GMTCryptohttps://www.tradestoryai.com/research/how-to-spot-pricing-power-in-ai-customer-software-before-it-shows-up-in-pricehttps://www.tradestoryai.com/research/how-to-spot-pricing-power-in-ai-customer-software-before-it-shows-up-in-priceThe latest earnings calls from four customer-engagement software companies point the same way. Pricing power shows up as upsell, retention and margins, and AI features are giving customers a reason to spend more.Sun, 18 Oct 2026 17:08:26 GMTAI Softwarehttps://www.tradestoryai.com/research/when-the-macro-backdrop-says-step-aside-and-why-that-bar-is-so-highhttps://www.tradestoryai.com/research/when-the-macro-backdrop-says-step-aside-and-why-that-bar-is-so-highOur macro regime grade reads exit today, its highest level, and it has been there since early September. Here is what that grade means, why it is so hard to reach, and what our dashboard shows behind it.Sun, 18 Oct 2026 13:03:54 GMTMacrohttps://www.tradestoryai.com/research/why-a-cheap-p-e-can-still-be-expensivehttps://www.tradestoryai.com/research/why-a-cheap-p-e-can-still-be-expensiveA low price-to-earnings ratio looks like a bargain sign, but it says nothing about where profits are heading. Growth-adjusted valuation adds that missing piece, and we walk through one live example from our data.Sat, 17 Oct 2026 14:01:57 GMTFundamentalshttps://www.tradestoryai.com/research/surgical-robots-have-a-supply-problem-where-capacity-not-demand-sets-the-pacehttps://www.tradestoryai.com/research/surgical-robots-have-a-supply-problem-where-capacity-not-demand-sets-the-paceOn the latest earnings calls, medical device makers talked less about finding buyers and more about building, shipping and stocking enough product. Who solves supply first is the story to follow.Fri, 16 Oct 2026 12:01:24 GMTRoboticshttps://www.tradestoryai.com/research/the-capacity-squeeze-in-defense-and-aerospace-and-who-is-building-their-way-outhttps://www.tradestoryai.com/research/the-capacity-squeeze-in-defense-and-aerospace-and-who-is-building-their-way-outOn the latest earnings calls, the companies that sounded strongest were talking about floor space, automation and supply chains, not demand. Here is what they said, and what to watch as those plans meet reality.Mon, 12 Oct 2026 04:18:08 GMTRoboticshttps://www.tradestoryai.com/research/the-gigawatt-race-what-ai-capacity-plans-tell-you-about-the-frontier-labshttps://www.tradestoryai.com/research/the-gigawatt-race-what-ai-capacity-plans-tell-you-about-the-frontier-labsAI build-out plans are now quoted in gigawatts and power gear, not chip counts. SpaceX, Meta, Amazon and Microsoft each describe the same constraint, and each is handling it differently.Mon, 12 Oct 2026 04:17:40 GMTAI Softwarehttps://www.tradestoryai.com/research/fundamentals-in-one-number-how-to-read-a-companys-health-scorehttps://www.tradestoryai.com/research/fundamentals-in-one-number-how-to-read-a-companys-health-scoreFundamentals are a company's business numbers. One score can sum them up, if you know what goes into it and where it can mislead you. Micron is the worked example.Sun, 11 Oct 2026 23:13:48 GMTFundamentalshttps://www.tradestoryai.com/research/answers/data-center-connectivity-winners-2026-10-10https://www.tradestoryai.com/research/answers/data-center-connectivity-winners-2026-10-10On our read, NVIDIA holds the scale-up layer through NVLink and InfiniBand, and Broadcom is best placed in the Ethernet scale-out layer, where most of the share shift is expected, plus co-packaged optics. Marvell has the broadest optical exposure and Credo the strongest copper-cable momentum. Arista turns this into very profitable switch systems, while Coherent and Fabrinet carry the weakest cash economics in the group. Our modelled capex figures are reliable only for NVIDIA and Broadcom, and for both they cover the whole company, not networking alone.Mon, 12 Oct 2026 22:21:51 GMTAI Buildouthttps://www.tradestoryai.com/research/the-bitcoin-miners-still-adding-hashrate-while-peers-chase-aihttps://www.tradestoryai.com/research/the-bitcoin-miners-still-adding-hashrate-while-peers-chase-aiSome miners are moving their sites over to AI data centers, and that could leave fewer machines mining bitcoin for good. The latest earnings calls show which pure-play miners are still adding mining capacity, and which are building for both.Sat, 10 Oct 2026 17:12:19 GMTCryptohttps://www.tradestoryai.com/research/how-power-capacity-decides-the-mining-to-ai-pivothttps://www.tradestoryai.com/research/how-power-capacity-decides-the-mining-to-ai-pivotThree companies are turning energized sites into AI and high-performance computing hosting. The gap between contracted and potential megawatts is the part to read closely.Tue, 06 Oct 2026 00:56:50 GMTCryptohttps://www.tradestoryai.com/research/what-rsi-says-about-momentum-and-why-overbought-is-not-a-warninghttps://www.tradestoryai.com/research/what-rsi-says-about-momentum-and-why-overbought-is-not-a-warningRSI is a 0 to 100 score of how hard a price has been pushing in one direction. Here is how to read it, and what one stock's trend looks like next to it.Tue, 06 Oct 2026 00:55:58 GMTTechnicalshttps://www.tradestoryai.com/research/what-big-funds-bought-last-quarter-and-why-it-is-old-newshttps://www.tradestoryai.com/research/what-big-funds-bought-last-quarter-and-why-it-is-old-newsLarge US fund managers have to show their stock holdings every quarter. Here is how to read those reports, how we turn them into adds and cuts, and what the latest quarter shows.Mon, 05 Oct 2026 01:14:11 GMTFunds & 13Fhttps://www.tradestoryai.com/research/why-the-economys-weather-matters-before-any-single-stockhttps://www.tradestoryai.com/research/why-the-economys-weather-matters-before-any-single-stockMacro is the tide every company swims in. Here is how a short regime label sums up that tide, and what our own regime grade shows today.Sun, 04 Oct 2026 22:39:41 GMTMacrohttps://www.tradestoryai.com/research/why-copper-refuses-to-die-and-who-gets-paid-while-it-liveshttps://www.tradestoryai.com/research/why-copper-refuses-to-die-and-who-gets-paid-while-it-livesOne research note calls copper dead; the same month Credo is stretching copper links to 30 meters and Marvell says it plans to intercept copper-based solutions. The disagreement is the trade story.Sat, 03 Oct 2026 22:16:06 GMTAI Buildouthttps://www.tradestoryai.com/research/the-quiet-part-of-robotics-who-already-has-the-capacityhttps://www.tradestoryai.com/research/the-quiet-part-of-robotics-who-already-has-the-capacityStructures, materials and components decide how fast robotics and aerospace programs can actually ramp. Three companies told us this summer where their capacity stands — and the answers are very different.Thu, 01 Oct 2026 20:47:31 GMTRoboticshttps://www.tradestoryai.com/research/the-seat-is-no-longer-the-price-how-software-vendors-are-repricing-aihttps://www.tradestoryai.com/research/the-seat-is-no-longer-the-price-how-software-vendors-are-repricing-aiSix software companies described their pricing in their latest quarters. Almost none of them described a seat. Salesforce's $1.5 billion Agentforce line is the clearest evidence of what replaces it.Thu, 01 Oct 2026 20:51:08 GMTAI Softwarehttps://www.tradestoryai.com/research/co-packaged-optics-is-being-scheduled-not-debatedhttps://www.tradestoryai.com/research/co-packaged-optics-is-being-scheduled-not-debatedSix companies across memory, networking, lasers and foundry have now put dates on moving light into the package. The timeline runs from qualified lasers today to a 2028 foundry ramp.Wed, 30 Sep 2026 14:23:05 GMTAI Buildout