At M Science, our analyst-curated Unified Data Model makes the data clean and scalable. The MCP makes it usable in the investor workflow. Together, they make our data and intelligence easier to analyze, compare, validate, and scale. For clients, that creates a repeatable signal, discovery, and validation layer — helping move from identifying an inflection to validating it with analyst-grounded fundamental context and building greater conviction. More optionality. Less friction. Reach out for access: bit.ly/3U8bwhz #Data #MCP #InvestmentResearch

AI infrastructure demand continues to accelerate. Aggregate megawattage across North American hyperscalers grew 122% Y/Y in September, up from 105% in August, with strong growth across NVIDIA, AMD, and Intel. At the same time, new instance deployments slowed, suggesting newer workloads are becoming increasingly power intensive. The AI buildout story is no longer just about deployments. It's about megawatts. #AI #DataCenters #Semiconductors #AIInfrastructure $NVDA #AMD #Intel

AI demand accelerated again in September. SMB/B2C LLM billings growth accelerated to +201% Y/Y, led by OpenAI and Anthropic, while Anthropic billings and token usage reaccelerated. Meta's new Muse platform is already tracking ~1.1M weekly active users and ~137K paying subscribers. The AI platform race is getting more crowded. #AI #LLMs #OpenAI #Anthropic #Meta #GenAI

Italy just had its hottest gaming summer in years. Digital PC/Console sales hit an estimated $483.5M this June–August, up ~14.7% YoY from $421.6M buoyed by GTA 6 preorders. EA Sports FC 26 remains 2026's highest-earning title in Italy at $203.3M in digital sales YTD. The real question for publishers isn't whether the European market is growing, it's whether you're capturing your share of it. The M Science Corporate E.U. Video Games Dashboard tracks daily player spend (Full Game, DLC, MTX & Subscription), preorders, and title-level KPIs across Italy, the U.K., France, Germany, and Spain — benchmarked against 600+ publishers and nearly 2,000 titles. Demo the E.U. Dashboard and request a video games data sample: bit.ly/46Trob2 #VideoGames #EA #ConsumerInsights #MarketResearch

M Science is now covering Tobacco, monitoring 75 brands across 6 segments, just as competition in nicotine pouches accelerates. ZYN has continued to cede share, Velo PLUS is surging, and high-MG offerings are hitting the market and immediately taking share. Beyond the top brands, we’re also tracking continued share gains from TPB’s ALP and FRE, both of which are gaining distribution in our panel, driving growth. Demo the platform: bit.ly/4rLokqW Research Analyst Max Bosse #Tobacco #MO $TPB #Data

K-Beauty is staging a full takeover of the beauty aisle. APR Corp is gaining share rapidly, led by surging demand for Medicube. Legacy brands are feeling the pressure. Can e.l.f. Beauty stay ahead? Rhode’s Sephora Europe launch and Alexandra Leclerc drop put its next leg of growth in focus. Beauty trends move fast. See where the momentum is shifting with M Science: bit.ly/4hlcGzw Research Analyst Drake MacFarlane #KBeauty $ELF #Beauty #Medicube

Two-thirds of early Meta One users had never used an LLM before. Meta might not be stealing share yet — but Muse is growing the market. [email protected] #LLM #Muse #Meta #LLMData

According to M Science’s latest U.S. c-store data, the energy drink category remains resilient, but the gap between winners and laggards is widening. Monster and Red Bull are not simply defending their positions; they are accelerating, adding SKUs and strengthening shelf presence as the category continues to evolve. At the same time, Celsius’ Alani Nu remains the fastest-growing brand in the category. Limited-time offerings appear to be resonating with consumers, representing an increasing share of Alani Nu brand spend and helping drive robust spending trends despite difficult year-over-year comparisons, as distribution continues to expand. By contrast, the core Celsius brand continues to cede share, reflecting SKU rationalization at a time when other brands are ramping innovation. The takeaway: Alani Nu is gaining momentum, Celsius remains under pressure, and the category incumbents are not standing still. Get clear view into 13 energy drink and 135+ beverage brands: bit.ly/3TpGcL4 Research Analyst: Max Bosse $CELH $MNST #EnergyDrinks #InvestmentResearch

Netflix's growth engine is shifting gears. Netflix's U.S. and Europe gross adds stay soft as fresh EMEA price hikes roll out, while Asia hits record gross add growth (inclusive of free trials). Engagement is shifting too — non-English content is driving gains as English-language originals cool. Netflix keeps the lowest churn in the U.S. SVOD market, but free-trial pushes in Europe/Asia raises the question of how long that edge holds. Senior Research Analyst: Magalie Grossheim Reach out for our latest NFLX Q3'26 Update: [email protected] #Netflix $NFLX #Streaming #InvestmentResearch

AI is changing how investors consume and use data. Next week, our CEO, Michael Marrale, will join the Jefferies 2026 AI Summit for a keynote discussion with Brent Thill on “Harnessing AI to Power Data-Driven Insights” and how differentiated data, human expertise, and AI are reshaping the investment process. At M Science, that means making our intelligence more accessible wherever investors work. Our Unified Data Model standardizes analyst-curated data into a consistent framework, while our MCP Server delivers that data and context directly into AI tools and internal workflows across public and private markets. The opportunity goes beyond putting AI on top of data. It is about making trusted intelligence more usable, contextual, and actionable across the investment process. See you at the Summit. [email protected] #JefferiesAISummit #AI #AltData #InvestmentResearch #MScience

The LLM market is moving fast. Usage is shifting across models, token demand is evolving, and competitive momentum can change quickly. Join Charles Rogers, CFA and Kristine Lau for a data-driven look at what’s actually happening beneath the headlines across OpenAI, Anthropic and the broader LLM ecosystem. - Was Anthropic’s August downtick real? - Is OpenAI making a comeback? - How to leverage M Science’s various tracking of token volumes See how M Science’s LLM intelligence helps bridge the gap between market narrative and underlying data trends. LLM Coverage Webinar - Tuesday, September 22 | 10:00 AM HKT RSVP: bit.ly/47722Gp Prepared for Anthropic’s IPO? Send us a note – [email protected] #LLM #AI #InvestmentResearch #AltData #OpenAI #Anthropic

Footwear & Sportswear trends improved in August, but the recovery remains uneven. Europe improved following July's weakness, while U.S. demand continued to soften, driven largely by Nike. Within the category, adidas Apparel continued to outperform Footwear, while ONON's U.S. DTC business and Arc'teryx showed encouraging momentum, although Deckers, Birkenstock, and Nike remain under pressure. The key question: how much of the U.S. softening is Nike-oriented or is this a harbinger of a broader industry dynamic given the uncertain consumer backdrop? Reach out for the full story: [email protected] Covering Analyst: Drake MacFarlane #Footwear #Sportswear #RetailInsights #InvestmentResearch

HVAC demand is heating up, while tariffs continue to reshape the backdrop. M Science data highlights record CHVAC exports from Mexico, favorable weather, strong data center demand, and record digital traffic. Residential A/C export from Mexico rebounded to a record high in July, following a weaker Q2, which we believe was impacted by higher Sec. 232 metal tariff rates that were in effect through early June. Longer term, trade policy may be driving more OEM capacity additions toward the U.S., with recent expansion announcements from Carrier, Vertiv, and Mitsubishi. bit.ly/4xln4ft Covering Senior Analyst: Alex Prudhomme Reach out to learn more about our HVAC and Shipments research: [email protected] #HVAC #Industrials #Tariffs #data

RBLX heads into its 20th anniversary with a packed catalog, but the real question — is this sustainable? This fall's slate — Showdown, GOAT Football League, and Monster in the Mansion — spans FPS, sports, and horror, highlighting breadth of new content across genres. This follows the recent success of "Steal an Egg," which climbed to the #1 most-engaged title on the platform in late August alongside continued strength from Murder Mystery 2. Steal an Egg appears to be building on that strength into September, recently setting new daily highs for the title early in the month. The critical question now is how the recent strength of Steal an Egg, and perhaps these other upcoming releases, will translate into monetization, particularly given the company's stated aim of prioritizing retention over virality. As we noted in our recent update, M Science data suggests UCAN bookings growth troughed in early August, and that was before this recent run of strength for Steal an Egg. Our RBLX Q3'26 Update report digs into the latest bookings, engagement, and DAU trends. Request a copy: bit.ly/4gS6MUV Covering Analyst: Corey Barrett #RBLX #Roblox #VideoGames #Data

GTA VI saw a more than 5x increase in U.S. daily sales following the debut of the Extended Look on Netflix vs. the days preceding the event - according to our corporate intelligence team: bit.ly/4xMhKCH Early GTA VI pre-sale data points to broad-based demand. Notably, 63% of pre-purchasers had not pre-ordered any of a basket of prior AAA releases, suggesting GTA VI is reaching well beyond the traditional console pre-order audience: bit.ly/4igc3br #RockstarGames #GTA6 #GTAVI #Data

Shein's IPO comes amid slowing momentum across its key regions. Demand remains under pressure in both the U.S. and Europe, while competition is intensifying as Temu continues to gain ground and rivals such as TikTok Shop, Shopee, and JD fight for consumer attention. While Shein still benefits from its scale, strong supply chain, and financial resources, investors will be looking for a clearer growth story as regulatory headwinds and competitive pressures continue to mount. on.wsj.com/4zQAfHC M Science covers both Shein (00625 HK) and PDD (Temu), and provides insights into the APAC retail and e-commerce markets: [email protected] #Shein $PDD #Temu #investmentresearch