No Hallucination Guarantee now live—Learn more
Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

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

Peptide beneficiaries
ConsumerResearch

Peptide beneficiaries

Explore leading public companies benefiting from increased peptide usage in 2026, including Dr. Reddy’s, Amphastar, and West Pharma.

Buddy Wiseman-Barker·
Rambus (RMBS) Q2 2026 Earnings Preview: Key Factors to Watch
$RMBS

Rambus (RMBS) Q2 2026 Earnings Preview: Key Factors to Watch

Rambus (RMBS) guides Q2 2026 revenue to $199M with strong product growth and EPS outlook. See key earnings drivers and segment updates.

·
SpaceX (SPCX) Initiation Memo
$SPCX

SpaceX (SPCX) Initiation Memo

SpaceX (SPCX) 2026 analysis covers revenue growth, Starlink expansion, and AI investments driving future outlook.

·
Quantified Returns from AI Adoption
AI & Emerging TechnologiesIBMNOWTDResearch

Quantified Returns from AI Adoption

IBM, ServiceNow, and TD report billions in AI-driven savings and revenue for 2026. See which companies lead in quantified AI adoption impact.

Kris Bennatti·
Tech & Industrials: Backlog Increase over 50%
AI & Emerging TechnologiesORCLQBTSIONQBWCRWVFPSPLTRMSFTResearch

Tech & Industrials: Backlog Increase over 50%

Oracle, Microsoft, IonQ, D-Wave, and others reported record backlog growth over 50% in 2026. Discover the top tickers and key stats driving sector momentum.

Kris Bennatti·
Private Credit: Redemptions, Performance, Tone
Financial ServicesResearch

Private Credit: Redemptions, Performance, Tone

Private credit redemptions in 2026: Apollo, Ares, UBS, and others face mixed flows, with most investors staying put. See key stats and firm details.

Buddy Barker·
50+ Spin-Offs & Divestitures
Transactions & Capital MarketsHONTFXFDXSPGIResearch

50+ Spin-Offs & Divestitures

Explore major 2026 spin-offs and divestitures, including Honeywell, FedEx, and S&P Global, with expected dates and transaction details.

Kris Bennatti·
Analog Devices Inc. (ADI): Equity Initiation Report
$ADI

Analog Devices Inc. (ADI): Equity Initiation Report

Analog Devices (ADI) combines diversified analog/mixed-signal semiconductor leadership with secular growth in industrial automation, automotive electrification, and AI-driven data center connectivity, backed by structurally high margins and disciplined capital returns.

Hudson Labs Research·
Cadence Design Systems (CDNS): Equity Initiation Report
$CDNS

Cadence Design Systems (CDNS): Equity Initiation Report

Cadence Design Systems (CDNS) is a leading electronic design automation (EDA) and semiconductor IP provider, riding a wave of AI-driven chip design demand with its agentic AI platform suite and a record $7.8B backlog entering 2026.

Hudson Labs Research·