Research Notes & Thematic Analysis

Company Competitors & Peers: All Companies Covered

Hudson Labs covers the competitive landscape for major publicly traded companies across every sector. Each report identifies a company's closest rivals, compares market caps, and breaks down how the businesses differ in strategy, structure, and scale — useful for investors benchmarking a position or analysts building out a coverage universe.

M&A Activity by Sector: 2025 / 2026 Deal Tracker

Deep DiveMRVLSPCX+3$NVDA

Jensen Bump: Companies named by Nvidia's Jensen Huang at GTC Taipei

Jensen Huang named Nvidia's key AI factory and cloud partners at GTC Taipei Computex 2026, highlighting NVDA's expanding ecosystem.

AccountingPONYPSNY+1

Related party revenue at foreign issuers

Explore related party revenue trends for Polestar, Arm, and other foreign issuers in 2026, with detailed breakdowns by company and counterparty.

Deep DiveMUDELL+4

Trump Bump: Public companies praised by Donald Trump

Discover how Trump’s praise boosted stocks like Micron (MU), Intel (INTC), and Dell (DELL) in 2026.

Notable US Executive Perks: Security and Aircraft Use in Proxy Disclosures

Palantir, Meta, and Nvidia disclosed multi-million dollar executive perks for aircraft and security in 2026 proxy filings. See the largest reported figures.

APDLINECL+1

Air Products Competitors: APD vs LIN, DOW in 2026

See how Air Products (APD) stacks up against Linde, Dow, and other major competitors in the 2026 industrial gases industry.

BKRSLBHAL+3

Baker Hughes Competitors: BKR Peer Comparison 2026

Explore Baker Hughes' 2026 competitors, including SLB, Halliburton, and NOV, with a breakdown of market caps and product lines.

EMEPWR

Comfort Systems USA Competitors: FIX Peer Comparison 2026

See how Comfort Systems USA (FIX) stacks up against EMCOR, Quanta, and other MEP industry peers in 2026.