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Research reports and product notes from Finterm — dated, with stated evidence and source links, and raw Markdown twins for agents.

  1. Breaking Down $1.65 Trillion of Big Tech AI Spending

    The $1.65 trillion figure is a multi-year stack of disclosed leases and purchase commitments, not cash already spent or current debt.

  2. No, Big Tech Isn’t Hiding $1.65 Trillion of Debt

    SEC filings show about $430.0 billion of interest-bearing borrowings, not $1.65 trillion of hidden debt.

  3. Fictional Example Company Research Brief

    Example Company (EXM)

    A fictional example demonstrating public evidence and local assets.

  4. Introducing Finterm

    A concise introduction to sourced financial research for coding agents.