MMARW / INTELLIGENCE / SEARCH
Find sourced research, financial analysis, and first-party MMARW publications by title, topic, or keyword.
Research · Oct 21, 2026 · 10 min read
Two critical flaws in PHP itself (CVE-2026-109618/-109619) allow unauthenticated remote code execution. What happened, the business risk, and how to patch.
Finance · Oct 14, 2026 · 21 min read
A buyer's commercial due diligence on a hypothetical fire-inspection SaaS vendor: market, competition, retention, unit economics, scenarios and open questions.
Research · Oct 13, 2026 · 34 min read
Dentrix, Eaglesoft, Open Dental, Curve and Denticon compared on pricing, features and sales motion, plus where a new dental software entrant can win.
Research · Oct 13, 2026 · 43 min read
Should a European water-treatment supplier enter the US industrial market? Market size, segments, competitors, channels, barriers and a go/no-go recommendation.
Finance · Oct 9, 2026 · 10 min read
Levi's booked about $84m in IEEPA tariff refunds. How finance teams can claim refunds through CBP's CAPE process, book them correctly and disclose them.
Finance · Oct 9, 2026 · 11 min read
With the 10-year Treasury above 5%, AI projects approved on 2025 hurdle rates need re-ranking. A tiered approach for CFOs, with triggers to revisit.
AI · Oct 9, 2026 · 10 min read
Broadcom's up-to-$42bn loan to Anthropic ties chip supply to model supply. How firms built on frontier-model APIs can manage the vendor risk.
Research · Oct 9, 2026 · 11 min read
TSMC's record Q3 points to tight AI supply in 2027. Split your AI budget into a fixed core now and a tranche you release after the October 15 call.
Finance · Oct 9, 2026 · 10 min read
Samsung's record memory profit signals higher AI compute costs in 2027. How to choose what to lock, reserve or float in cloud, server and API contracts.
AI · Oct 7, 2026 · 8 min read
Build an MCP tool registry that lets Ops approve agent tools fast: ownership, risk tiers, and a path that does not freeze delivery.
AI · Oct 7, 2026 · 9 min read
Design agent permission scopes that pass client audits: least privilege, clear boundaries, and reviewable access without slowing delivery.
AI · Oct 6, 2026 · 5 min read
After Q3 2026 CapEx noise, the defensible FY2027 agent budget funds proof of safe completed work — not a bet that hyperscaler spend makes agents cheap.