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

Baptista Research

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.

Independent research on the U.S. markets

Marvell Computex 2026 Keynote. Key Takeaways & Full Transcript

Marvell Investor Day 2026. Key Takeaways & Full Transcript

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>Nvidia is increasingly being discussed as the company powering the artificial intelligence boom, but the more important shift may be that it is no longer operating like a traditional chip vendor at all.</li><li>The latest developments around its $2 billion investment in Marvell, its growing ties with frontier model builders, and the company’s own framing of itself as an AI infrastructure provider suggest that Nvidia is building something much broader than a semiconductor franchise.</li><li>Instead of merely selling processors into a fast-growing market, it is assembling the architecture, networking, software, and ecosystem standards that others increasingly build around.</li></ul>

Nvidia is increasingly being discussed as the company powering the artificial intelligence boom, but the more important shift may be that it is no longer operating like a traditional chip vendor at all.The latest developments around its $2 billion investment in Marvell, its growing ties with frontier model builders, and the company’s own framing of itself as an AI infrastructure provider suggest that Nvidia is building something much broader than a semiconductor franchise.Instead of merely selling processors into a fast-growing market, it is assembling the architecture, networking, software, and ecosystem standards that others increasingly build around.

Nvidia’s $2B Investment In Marvell—Is This How It Locks The World Into Its AI Stack?

NVIDIA Corp

Nvidia’s $2B Investment In Marvell—Is This How It Locks The World Into Its AI Stack?