Skip to content

Markets

SPY769.64▲ +0.41%QQQ719.88▲ +0.21%DIA524.17▲ +1.01%GLD378.25▼ -0.38%TLT79.92▲ +0.59%BABA108.75▲ +0.16%NIO3.46▲ +1.92%PDD81.45▲ +0.07%Realtime derived data

$META

Independent coverage

691.25▼ −2.01%realtime derived

Independent research

Latest Research

Latest · 2026-08-08

Independent Researchcross-asset Tech Earnings Cloud Growth2026-08-08

Big tech earnings expansion protects valuations against elevated treasury yields

Triple digit net income expansion across cloud giants offsets valuation compression from benchmark yields.

$MSFT $GOOGL $AMZN $META Octans Research

Independent Researchcross-asset AI Capex Semiconductors2026-07-13

Hyperscaler Capital Commitments Are Structurally Locked and Irreversible

Record infrastructure spending consumes the vast majority of operating cash flows, leaving platforms exposed to a prolonged monetization lag.

$MSFT $GOOGL $AMZN $META $NVDA $AMD $AVGO Octans Research

Coverage Timeline

2026-07-13 – 2026-08-08