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. insights@mscience.com #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: insights@mscience.com #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. insights@mscience.com #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 – insights@mscience.com #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: insights@mscience.com 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: insights@mscience.com #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: insights@mscience.com #Shein $PDD #Temu #investmentresearch

Rental Equipment: From Stabilization to Reacceleration Rental demand indicators are improving. Reservations remain constructive, hiring has moved to multi-year highs, and rate pressure is beginning to ease across the industry. At the same time, EquipmentShare has pushed pricing materially higher, potentially creating more room for United Rentals, Sunbelt and Herc to follow. The key question from here: can demand be sustained or broadened outside of mega project fueled activity, or is growing equipment capex risking driving overcapacity / rates? #Industrials #EquipmentRentals #InvestmentResearch

Airlines: demand remains strong and pricing is holding. Summer booking volumes remain elevated alongside stronger main and premium cabin pricing growth, and forward metrics signal healthy demand trends into the fall. The next debate: can airlines sustain pricing power beyond this period of disciplined capacity growth, and do we see a mix shift towards main cabin if prices remain elevated? M Science is tracking the turn in real time. Don’t miss your flight: bit.ly/4gAQyzz #airlines #airfare #investmentresearch

Cloud infrastructure demand is still elevated, with continued strength across both Microsoft Azure and AWS. See what M Science’s latest cloud capacity data is signaling across the hyperscalers. Request a sample report here: bit.ly/4wOYW4A #Cloud #Azure #AWS #InvestmentResearch

Back-to-school could be the first real test of the Foot Locker turnaround. M Science Co-Chief Research Officer John Tomlinson, CFA/CPA, found @footlocker spending growth significantly weaker in Q2. With management calling back-to-school the first season featuring a fully curated product assortment since the DICK'S Sporting Goods acquisition, the coming weeks could provide further insight on the pace of the turnaround. modernretail.co/operations/d… $FL $DKS #Retail #Footwear @modernretail

Faster analysis, quicker answers - via the M Science MCP. Reach out for access: bit.ly/3U8bwhz #Data #MCP #InvestmentResearch