Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Top Microsoft Competitors and Peers in 2026

Compare Microsoft (MSFT) to Apple, IBM, Oracle, and NVIDIA in 2026. See how MSFT's $3.04T market cap and Azure stack up against top tech rivals.

Many publicly listed tech companies have seen rapid increases in purchase orders and demand over the last year.

See how NXT Energy Solutions (NSFDF) turned positive cash flow and Intercorp Financial (IFS) hit 16.8% ROE in 2026 earnings highlights.

Google's competitive landscape broken down, including comparisons to Apple, Microsoft, Meta, Amazon and more.

A competitive analysis of Apple vs. peers

Competitive analysis of Nvidia and comparison to top peers. Comparisons to AMD, Intel, Marvell, Broadcom and more.

Special purpose vehicles are used to enter into off balance sheet leasing agreements at Meta, Micron and others