Feb 2026 Special Situations Research Highlights

Xerox: How Did Xerox Consummate the Joint Venture Financing Under the Terms of its Existing Term Loan Facility?

Xerox: JV IP Deal with TPG Credit; Model Update

Tech: Raising Hyperscaler Capex 2026 Estimates

Euro Strategy: Key Sector Risks for 2026

AI Quarterly 4Q25: Hallucinations vs. Reality

Tech 2026 Outlook (1/3): Top 10 Themes

US Special Situations: DISH DBS bondholders start signing NDAs ahead of potential merger bid for DirecTV

S&SEA & Middle East Corps: 2026 Outlook

Oracle: 10Q Cut | $248 Bn Lease Commits