Unique Aurora

PUBLIC RESEARCH

2026 research archive.

Research organised by its recorded publication year. Observation periods and later editions remain identified separately.

Publication index

Methods & publication standards

6 results · 1–6

Market research

AI investment and cash conversion: Amazon, Intel and Sandisk

Examining Amazon’s investment burden, Intel’s outlook reset and Sandisk’s cash generation through quarterly results, guidance and distinct capital-spending definitions.

Updated edition
UA-MS-2026-03 · v1.0
Observations
Amazon: 30 September; Intel: 26 September; Sandisk: 2 October 2026. Releases: 29 October.

KeywordsOperating cash flow, Free cash flow, Capital expenditure, Finance leases, Trailing twelve months, Amazon, Intel, Sandisk

Market research

AI capital spending and cash flow: Alphabet, Microsoft and the rate backdrop

Comparing capital investment, operating cash flow and lease commitments for the quarter ended September 2026, and examining how the rate backdrop affects the valuation of growth.

Updated edition
UA-MS-2026-02 · v1.0
Observations
Financial quarter ended 30 September 2026; events dated 28 October (US Eastern time)

KeywordsOperating cash flow, Free cash flow, Capital expenditure, Finance leases, Trailing twelve months, Working capital, Alphabet, Microsoft

Market research

Korean equities: buybacks, foreign selling and the reassessment of memory earnings

An examination of Korean equity declines through executed buybacks, foreign-investor trading and memory-sector competition, separating earnings expectations, market liquidity and risk constraints.

Updated edition
UA-MS-2026-01 · v1.0
Observations
12 and 13 October closes; 13 October intraday observations at 11:47 and 13:15 KST

KeywordsNet purchases and capital flows, Market liquidity, Samsung Electronics, SK hynix

READING & REUSE

Sources and scope.

Manuscript pages link to the original text and citation record. Fund and market studies identify their evidence, observation dates and analytical scope; notes explain methods, while browser experiments use synthetic data.

For a replication question or correction, include the title, version and the specific passage or calculation.

Fund & market studiesAurora LabResearch correspondence

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