Practical guides on enterprise value, comparative analysis, and market signals designed for operators and investors.

Hyperscaler Financials: Deconstructing Value in the AI Arms Race As of Q1 2026, the narrative surrounding cloud hyperscalers is dominated by the dual forces of AI-driven compute demand and the colossal capital expenditur...

The Great Divergence: Quantifying AI's Impact on Valuations As of early 2026, the unprecedented wave of AI-driven capital expenditures from hyperscalers has fundamentally reshaped the semiconductor and data center networ...

The AI Valuation Bifurcation: Not All SaaS Is Created Equal As of early 2026, the initial exuberance surrounding generative AI has matured into a more discerning market focus. The critical question for equity analysts is...