Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Meta Platforms has returned to the AI conversation with Muse Spark, its first major new model in more than a year, but the real significance of the launch sits well beyond benchmark tables and product headlines.</li><li>The company is emerging from a period marked by delayed releases, an abandoned large-model effort, benchmark credibility issues, and a costly internal reset of its AI organization.</li><li>That makes this moment less about proving technical supremacy and more about showing that the company’s AI strategy has become operational, commercial, and increasingly tied to the core economics of its business.</li></ul>

Meta Platforms has returned to the AI conversation with Muse Spark, its first major new model in more than a year, but the real significance of the launch sits well beyond benchmark tables and product headlines.The company is emerging from a period marked by delayed releases, an abandoned large-model effort, benchmark credibility issues, and a costly internal reset of its AI organization.That makes this moment less about proving technical supremacy and more about showing that the company’s AI strategy has become operational, commercial, and increasingly tied to the core economics of its business.

Meta’s AI Strategy Just Changed—& Investors Are Missing It!

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: OpenAI and Anthropic refreshed frontier models while Moonshot started its Hong Kong IPO process.</li>
<li>MiniMax powered HUMAIN's Arabic sovereign model, Alibaba refreshed Qwen, and Artificial Analysis kept new US frontier releases at the top of the ranking.</li>
<li>Nvidia agreed to buy Hugging Face, Anthropic expanded compute financing, and AI infrastructure demand flowed through hyperscalers, hardware vendors, chips and memory.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: OpenAI and Anthropic refreshed frontier models while Moonshot started its Hong Kong IPO process.
MiniMax powered HUMAIN's Arabic sovereign model, Alibaba refreshed Qwen, and Artificial Analysis kept new US frontier releases at the top of the ranking.
Nvidia agreed to buy Hugging Face, Anthropic expanded compute financing, and AI infrastructure demand flowed through hyperscalers, hardware vendors, chips and memory.


This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in Same Week; Moonshot Files IPO

<ul><li>There are AI stories, and then there are moments that feel like a shift in how work itself is structured.</li><li>Meta’s latest moves fall into the second category.</li><li>Mark Zuckerberg is reportedly building an AI agent to assist with his own role, Andrew Bosworth is now leading internal “AI For Work” initiatives, and employees are being pushed to adopt tools like MyClaw and Second Brain.</li></ul>

There are AI stories, and then there are moments that feel like a shift in how work itself is structured.Meta’s latest moves fall into the second category.Mark Zuckerberg is reportedly building an AI agent to assist with his own role, Andrew Bosworth is now leading internal “AI For Work” initiatives, and employees are being pushed to adopt tools like MyClaw and Second Brain.

AI Is Replacing Humans Inside Meta—Starting With Zuckerberg Himself!

<ul><li>Meta Platforms just gave us a clearer look at what it thinks the real AI race is about.</li><li>not “Who Has The Flashiest Model Demo?” and not even “Who Buys The Most GPUs?” Meta’s latest moves point to something more practical: who can improve models the fastest, every single week, and ship those gains into products at scale.</li><li>That’s why two headlines that look unrelated actually fit together neatly.</li></ul>

Meta Platforms just gave us a clearer look at what it thinks the real AI race is about.not “Who Has The Flashiest Model Demo?” and not even “Who Buys The Most GPUs?” Meta’s latest moves point to something more practical: who can improve models the fastest, every single week, and ship those gains into products at scale.That’s why two headlines that look unrelated actually fit together neatly.

Meta’s Data Refinery Strategy: The Hidden Machine Turning AI Into Faster Shipping!

<ul><li>When Meta Platforms announced it would buy 6 gigawatts of AI computing power from AMD in a deal valued at more than $100 billion, it wasn’t just another chip order.</li><li>It was a structural shift.</li><li>The agreement locks in massive compute capacity, includes equity-linked warrants that could hand Meta up to 10% of AMD, and centers around custom AI silicon tailored for Meta’s inference workloads.</li></ul>

When Meta Platforms announced it would buy 6 gigawatts of AI computing power from AMD in a deal valued at more than $100 billion, it wasn’t just another chip order.It was a structural shift.The agreement locks in massive compute capacity, includes equity-linked warrants that could hand Meta up to 10% of AMD, and centers around custom AI silicon tailored for Meta’s inference workloads.

Meta And AMD’s $100B Move Looks Defensive — It’s Power!

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta (META US)

Meta’s AI Strategy Just Changed—& Investors Are Missing It!

Meta Platforms has returned to the AI conversation with Muse Spark, its first major new model in more than a year, but the real significance of...

Baptista Research

This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in Same Week; Moonshot Files IPO

This week in AI: GPT-6 Astra and Claude Fable 5.1 arrive together; Nvidia buys Hugging Face for USD 12.93bn; Moonshot files for a Hong Kong IPO.

Ke Yan, CFA, FRM

AI Is Replacing Humans Inside Meta—Starting With Zuckerberg Himself!

There are AI stories, and then there are moments that feel like a shift in how work itself is structured. Meta’s latest moves fall into the second...

Baptista Research

Meta’s Data Refinery Strategy: The Hidden Machine Turning AI Into Faster Shipping!

Meta Platforms just gave us a clearer look at what it thinks the real AI race is about. not “Who Has The Flashiest Model Demo?” and not even “Who...

Baptista Research

Meta And AMD’s $100B Move Looks Defensive — It’s Power!

When Meta Platforms announced it would buy 6 gigawatts of AI computing power from AMD in a deal valued at more than $100 billion, it wasn’t just...

Baptista Research

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