Substack

MBI Deep Dives

Everything we have picked from this writer, newest first.

Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…

MBI Deep Dives Jul 23

Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…

MBI Deep Dives Jul 22

TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…

MBI Deep Dives Jul 17

ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.

MBI Deep Dives Jul 16

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

MBI Deep Dives Jul 15

WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…

MBI Deep Dives Jul 14

Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…

MBI Deep Dives Jul 13

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

MBI Deep Dives Jul 11

Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…

MBI Deep Dives Jul 10