From the blog
Research and commentary
Sector analysis, product updates, and how institutional analysts use AI in their research.
FeaturesOpen and Edit Deep Research Agent Notes Directly in AI Chat
Marvin AI Analyst Chat now opens Deep Research Agent results as editable notes alongside the conversation, and can distil a new note from a running chat. The…
AnnouncementsMarvin Labs Appoints Steven Carroll as Strategic Advisor
Marvin Labs welcomes Steven Carroll as Senior Strategic Advisor. Steven brings 25 years of GTM and content leadership at LSEG and Refinitiv to Marvin Labs' AI…
AI in ResearchCommon Ground: How Marvin Tracks the Analyst's Mental Model
Analysts build a mental model of every company they cover. Generic AI ignores it. Here is how Marvin's Common Ground tracks what is already known so new…
Live with MarvinThe Death of FinTech SaaS: Hype, Reality, and What Investors Should Watch
Panel discussion on whether AI will kill FinTech SaaS. Where automation is real, where the narrative overshoots, and how investors should evaluate data vendors…
FeaturesCross-Company Queries in AI Analyst Chat
Ask about any company mid-conversation. Marvin spins up a specialist sub-agent with full context on that company and brings the answer back into your thread.
FeaturesCompany Relationships and Web Search in AI Chat
Ask about competitors, suppliers, and customers in AI Chat. Web search adds news and industry context. Plus arrow key history and the ability to change your…
AI in ResearchBazball for Brains: Why Equity Research Needs More Than Big Swings at AI
Prompt-first AI adoption in equity research mirrors cricket's Bazball philosophy: bold, instinctive, and ultimately inconsistent. Research demands structure,…
FeaturesAI Analyst Chat: Slash Commands, Thread Organization, and Pop-Out View
Slash commands, thread starring and renaming, and pop-out view in AI Analyst Chat. New features for faster daily equity research.
Live with MarvinAgentic AI meets e-commerce: discovery, loyalty, and channel strategy
How agentic AI reshapes product discovery, brand visibility, and channel strategy in e-commerce. Analyst takeaways from a Marvin Labs LinkedIn Live.
FeaturesFinancial Statements and Derived Metrics on Every Company
Income statements, balance sheets, cash flow, FCF, ROIC, and valuation multiples on every company page. Five years of data, ready to use.
AI in ResearchWhy Generic AI Misses Analyst Priorities in Equity Research
Generic AI treats all information equally. Equity research requires prioritization, validation, and persistent context. This article explains the structural…
FeaturesInteractive Charts and Tables in AI Chat
Marvin Labs renders interactive charts and tables directly in AI Chat. Ask a data question, get a visual you can hover, zoom, and export without switching…
AI in ResearchThe Unexpected AI Workflow: Repackaging Research for the Right Audience
Analysts are using AI not just to create research faster, but to repackage finished work for different audiences. Instruction layers that encode format,…
AI in ResearchBeyond Prompt Engineering: The Case for Structured AI in Equity Research
Prompt engineering shifts methodological risk onto analysts and breaks research continuity. Structured AI platforms restore repeatability, comparability, and…
Live with MarvinGaming's Next-Gen Risks and Returns
Revenue models in gaming have shifted from packaged goods to multi-year engagement platforms. This transition creates specific valuation, accounting, and…
AI in ResearchBazball Prompting: Why England's Ashes Struggles Mirror Generic AI in Investment Research
England's Bazball collapse in Australia reveals why generic AI prompting fails in equity research and why specialist platforms outperform.
AI in ResearchWhy Prompt Engineering Fails for Investment Analysis
Prompt engineering cannot solve the consistency problem in AI-powered investment analysis. Purpose-built platforms deliver stable, repeatable outputs without…
AI in ResearchAI Adoption in Equity Research: Why Bottom-Up Beats Top-Down
Why centralized AI deployments fail in equity research. Bottom-up experimentation works better. Practical guidance on budgets, vendor vetting, and rollout.
Live with MarvinAI: Bubble, Cycle, or Structural Shift?
Marvin Labs hosts a data-backed discussion on AI capex, margins, and valuation risk. Analysis of where earnings support the story today and how to underwrite…
AI in ResearchImplementing AI in Equity Research: Step-by-Step Team Rollout Guide
Step-by-step guide for implementing AI in equity research teams. Covers pilot frameworks, vendor selection, organizational rollout, and use cases by firm type…
AI in ResearchAutomated Equity Research Workflows: 5 High-Impact Use Cases
Five automated equity research workflows that save 20+ hours per week: earnings season coverage, news monitoring, financial model updates, new coverage…
AI in ResearchAI Technologies for Equity Research: LLMs, Agents & NLP Explained
How AI technologies transform equity research through Large Language Models, Agentic AI, Natural Language Processing, and Advanced Document Intelligence.…
Live with MarvinGaming Industry Analysis: Live Services and Digital Distribution Business Models
How games-as-a-service, digital distribution, and live services reshaped gaming economics. Analysis for investors covering quality risk, monetization models,…
IndustryAssessing Management Quality: Beyond Vibes, Handshakes, and Governance Checklists
Institutional investors need systematic approaches to assess management quality. Learn a data-backed framework covering capital allocation, forecasting…
AI in ResearchAI Tools for Equity Research: Complete Platform Comparison
An honest comparison of AI tools for equity research in 2026: Marvin Labs, AlphaSense, Hebbia, Rogo, Daloopa, Quartr, Fiscal.ai, Aiera, and Fintool. Who each…
Live with MarvinUK & EU durables: premium vs value, rates, margins
Analyst takeaways on UK & EU durables: premium vs value, supply chains, rates, guidance quality and AI workflows from Marvin Labs’ LinkedIn Live.
FeaturesAI Chat & Agents: Advanced AI for Investment Research
Marvin Labs introduces AI Analyst Chat and Deep Research Agents. Get validated, material insights from financial content faster. Tailored for professional…
Live with MarvinNavigating the Evolving Credit Landscape: A Guide for Analysts
Explore the evolving credit landscape as lending shifts from banks to platform and private credit. Understand new complexities in credit risk analysis,…
Live with MarvinCredit in Transition: Consumer, Corporate & Private
Key takeaways on credit repricing, BNPL, private credit, Basel IV, and tariffs from Marvin Labs’ LinkedIn Live. Implications for equity and credit analysts.
Investment AnalysisTariff Impact Tracker: Q2 2025 Earnings Insights
Explore Marvin Labs' Tariff Impact Tracker for Q2 2025 earnings. Analyze real-time financial impact of new tariffs on supply chains, margins, and company…
Live with MarvinGlobal Tensions, African Market Reactions
How geopolitics, tariffs, FX, and logistics shape Namibia and South Africa. Analyst takeaways with sources, from a Marvin Labs LinkedIn Live.
FeaturesGuidance Tracking: Measure Management Forecasting Accuracy and Credibility
Track and evaluate management guidance with Guidance Tracking. Automatically extract forward-looking statements and measure forecasting accuracy over time.
Investment AnalysisQ1 2025 Earnings: AI, Strategy, and Adapting to Market Shifts
Analyze Q1 2025 earnings to understand how companies adapted to tariffs, AI, and market volatility. Discover insights on corporate strategy, tech investment,…
Live with Marvin1Q25 Earnings: Tariffs, Capex and Margin Defense
Key takeaways from 1Q25: tariffs reshaping pricing, hyperscaler capex, Apple’s services resilience, and what to watch in Q2 for margin defense.
IndustryAI Redefines Investment Research: Capex, Disruption, Frameworks
AI is transforming investment research. Explore the impact of AI on semiconductor capex, Google's business model, and the need for new analytical frameworks.
Live with MarvinAI, Semiconductors, and Google: Rethinking Valuations
Key takeaways on AI’s impact on semiconductor capex, Google’s search economics, and how research frameworks must change. Analyst-focused and source-backed.
AI in ResearchEquity Research in the AI Era: Evolving Analyst Roles & Tools
How AI reshapes equity research in 2026, from agentic research workflows to evolving analyst skills. What changed, what the data shows, and where human…
AI in ResearchAI in Wealth Management: Transforming Investment Advice at Scale
Discover how AI transforms wealth management, enabling personalized investment advice at scale. Enhance efficiency, ensure compliance, and empower financial…
Live with MarvinAI in Wealth Management: Scaling Advice at Lower Cost
Highlights from Marvin Labs’ LinkedIn Live on using AI to standardize the house view, boost advisor productivity, and cut costs while preserving client trust.
Investment AnalysisDeepSeek's Efficiency Reshapes AI Infrastructure Costs
DeepSeek's 10x inference efficiency breakthrough challenges $240B hyperscaler AI capex. Analyze the investment implications for NVIDIA, Microsoft, and Meta…
Investment AnalysisDeepSeek LLM: Revolutionizing AI Inference Costs
DeepSeek's R1 delivers 66% lower inference costs than OpenAI, challenging AI lab economics. Analyze the investment implications for Microsoft, NVIDIA, and…
Live with MarvinHow DeepSeek Is Changing AI Economics for Business
Marvin Labs panel on AI’s cost shift. DeepSeek’s pricing, real P&L use cases, CapEx risk, and what signals analysts should track as adoption accelerates.
FeaturesMarvin Labs Expands Global AI Analysis for Investors
Marvin Labs now offers global AI analysis, expanding coverage to major European companies. Get material insights from financial content worldwide.
Live with MarvinAI Co-pilots & Earnings Season: Transforming Equity Analysis
Discover how AI co-pilots empower equity analysts during earnings season. Enhance efficiency, accuracy, and decision-making with expert insights.
IndustryWhat Is a Financial Disclosure? A Guide for Equity Analysts
A financial disclosure is the structured information a company publishes so investors can evaluate its financial health. This guide explains what financial…
Live with MarvinAI in Investment Management: Strategies for CIOs & Analysts
Explore how AI is transforming investment management. Learn strategies for CIOs and analysts to leverage AI in data analytics, risk, and client services,…
Investment AnalysisThe Questions on NVIDIA's 2Q25 Earnings Call: A Follow-Up
NVIDIA hosted the most anticipated earnings call of the year yesterday. We take a look at the questions asked by analysts on the call.
Investment AnalysisThe Most Anticipated Earnings Call of the Year
We are on the cusp of the most anticipated earnings call of the year, NVIDIA's 2Q25 call happening after market close today. We take the opportunity to share…
AI in ResearchAI in Equity Research: Cutting Costs and Boosting Insights
AI automation reduces equity research costs by up to 40% through structured data extraction and workflow automation. Learn how modern platforms transform…
AI in ResearchDebunking AI Misconceptions in Investment Analysis
Uncover common misconceptions about AI in investment analysis. Learn how specialized AI tools like Marvin Labs enhance investor decisions without overwhelming…
AnnouncementsMarvin Labs Partners with Nottingham Economics & Finance Society
Marvin Labs proudly announces its partnership with the Nottingham Economics & Finance Society, providing students with AI-powered financial analysis tools.…
Investment AnalysisOcado's Seven-Minute Arbitrage: Rapid Press Release Analysis
Uncover how a seven-minute delay in Ocado's press release created a significant arbitrage opportunity. Learn the importance of rapid financial news analysis…
IndustryMeme Stocks: Two Approaches to Investor Communication
Explore the dichotomy of meme stocks: those that engage investors like Tesla and AMC, and those that focus on short sellers like GameStop and DJT. Understand…
AnnouncementsMarvin Labs: AI Investment Analysis Copilot Public Beta
Discover Marvin Labs, an AI Investment Analysis Copilot for professional investors. Access material insights, document highlights, and sentiment analysis. Try…
Investment AnalysisNetflix to Stop Reporting Member Numbers: What It Means
Netflix will stop reporting member numbers in 1Q25, shifting focus to engagement. Discover what this change means for investors and how Netflix's new metrics…
Investment AnalysisNetflix 1Q24 Earnings: Subscriber Growth & Password Sharing Impact
Netflix's 1Q24 earnings report reveals significant subscriber growth. Analyze the impact of its password-sharing crackdown on global and regional user base…
IndustrySEC Cracks Down on AI Washing: What Investment Managers Need to Know
The SEC recently fined two firms for misleading AI claims, signaling a new era of enforcement. Learn what 'AI washing' means for investment managers and how to…
Investment AnalysisLyft's Clerical Error: A Deep Dive into the 500 BPS Blunder
Lyft's recent 500 bps 'clerical error' sent shockwaves. We analyze the adjusted EBITDA margin mistake, its stock market impact, and the SEC filing implications…
AnnouncementsMarvin Labs Appoints James Yerkess and Dean Rigby as Advisors
Marvin Labs appoints James Yerkess & Dean Rigby as Senior Strategic Advisors. Their financial services expertise will guide Marvin Labs' AI investment…