FA Alpha Daily

The Latest from FA Alpha Daily

TuesdayCompany
SpecificMay 26, 2026

Company Specific
May 26, 2026

This automotive equipment firm is an enabler of next-gen vehicle tech

TuesdayCompany
SpecificMay 26, 2026

The automotive industry has seen various technological leaps and advancements in recent years
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Fri

Portfolio Analysis
May 22, 2026

This embattled video game publisher is cheap for a reason

Fri

Shares of Ubisoft (EPA:UBI) are down 18% following disappointing results that included pushing profitability targets back by a year.
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ThursdayUniform
AccountingMay 21, 2026

Uniform Accounting Analysis
May 21, 2026

The bond market could dictate the direction of the AI bull run

ThursdayUniform
AccountingMay 21, 2026

Investors entered 2026 with the assumption that the Fed would continue to cut rates.
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Wed

Credit Outlook
May 20, 2026

This AI enabler is poised to benefit as AI infrastructure spending intensifies

Wed

The biggest technology companies in the U.S. continue to pour billions of dollars into their AI initiatives.
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Tue

Company Specific
May 19, 2026

AI fears have led investors to undervalue this cybersecurity firm

Tue

Rapid advancements in AI have brought anxiety to investors exposed to tech and software stocks.
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MondayMacroMay 18, 2026

Monday Macro
May 18, 2026

The workaround for AI’s “energy problem”

MondayMacroMay 18, 2026

Nathan Ough's $500 billion promise came wrapped in red tape.
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Fri

Portfolio Analysis
May 15, 2026

As-reported metrics hide the profitability of this thermal solutions specialist

Fri

Meme stocks continue to captivate investors as struggling companies pursue increasingly ambitious strategies to reignite growth. GameStop (GME) is attempting to redefine its future through a bold acquisition bid for eBay (EBAY), raising fresh questions about the company’s long-term strategy and financial discipline. In today's FA Alpha Daily, we examine what this potential deal signals about GameStop’s pursuit of eBay (EBAY) and the company’s turnaround efforts.
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Thu

Uniform Accounting Analysis
May 14, 2026

This meme stock is making headlines for attempting an ambitious acquisition

Thu

Meme stocks continue to captivate investors as struggling companies pursue increasingly ambitious strategies to reignite growth. GameStop (GME) is attempting to redefine its future through a bold acquisition bid for eBay (EBAY), raising fresh questions about the company’s long-term strategy and financial discipline. In today's FA Alpha Daily, we examine what this potential deal signals about GameStop’s pursuit of eBay (EBAY) and the company’s turnaround efforts.
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Wed

Credit Outlook
May 13, 2026

This thermal solutions firm is a data center boom beneficiary

Wed

Financial markets rely on vast amounts of data, analytics, and benchmarking tools to support investment decisions across trillions of dollars in assets. As global investing becomes more complex, firms with deeply embedded platforms and recurring revenue models are becoming increasingly valuable. In today's FA Alpha Daily, we examine how MSCI Inc., (MSCI) has evolved into critical financial infrastructure and why its business may be more durable than investors realize.
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TuesdayCompany
SpecificMay 12, 2026

Company Specific
May 12, 2026

This research firm provides the “plumbing” of the financial world

TuesdayCompany
SpecificMay 12, 2026

Financial markets rely on vast amounts of data, analytics, and benchmarking tools to support investment decisions across trillions of dollars in assets. As global investing becomes more complex, firms with deeply embedded platforms and recurring revenue models are becoming increasingly valuable. In today's FA Alpha Daily, we examine how MSCI Inc., (MSCI) has evolved into critical financial infrastructure and why its business may be more durable than investors realize.
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MondayMacroMay 11, 2026

Monday Macro
May 11, 2026

America’s debt debate is intensifying yet again

MondayMacroMay 11, 2026

A recent Bloomberg Opinion piece warned that U.S. policymakers are pulling the country toward a fiscal black hole. The report behind that warning—a new Brookings Institution chartbook—gives the bears plenty to work with.
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Fri

Portfolio Analysis
May 8, 2026

Stocks have gotten cheaper without breaking the economy

Fri

Headlines out of the Middle East have driven volatility higher, leading sentiment to stay defensive.
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Thu

Uniform Accounting Analysis
May 7, 2026

This EV stock is cheap for a reason

Thu

The emergence and proliferation of electric vehicles (“EVs”) was a significant development in the automotive industry. As a result, EV stocks reached lofty valuations and expectations as the technology improved.
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WednesdayCredit
OutlookMay 6, 2026

Credit Outlook
May 6, 2026

Offshore drilling is seeing a resurgence—and this firm can benefit

WednesdayCredit
OutlookMay 6, 2026

The conflict in Iran has gone on for over two months. And even though a ceasefire has been in place since April 8, there is still no clear end to the conflict in sight.
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TuesdayCompany
SpecificMay 5, 2026

Company Specific
May 5, 2026

This packaged foods giant can still deliver some upside

TuesdayCompany
SpecificMay 5, 2026

The Kraft Heinz Company (KHC) is one of the consumer staples segment's biggest names in both brand reach and size.
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MondayMacroMay 4, 2026

Monday Macro
May 4, 2026

Private equity’s “exit” door is getting jammed

MondayMacroMay 4, 2026

Private equity (“PE”) funds are built with an expiration date in mind.
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Fri

Portfolio Analysis
May 1, 2026

This firm has remained resilient amid the real estate downturn

Fri

The commercial real estate bloodbath has entered its final phase.
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ThursdayUniform
AccountingApr 30, 2026

Uniform Accounting Analysis
April 30, 2026

This networking provider is set to benefit from continued reliance on the cloud

ThursdayUniform
AccountingApr 30, 2026

Corporations, governments, and individuals are highly reliant on the cloud to store data and access and deliver goods on a daily basis.
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Wed

Credit Outlook
April 29, 2026

Investors are overlooking this “picks and shovels” play

Wed

The U.S. is in the middle of an infrastructure investment boom driven by the AI revolution, grid modernization, and government-backed initiatives.
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TuesdayCompany
SpecificApr 28, 2026

Company Specific
April 28, 2026

This chipmaker has transformed itself into a key player in the AI boom

TuesdayCompany
SpecificApr 28, 2026

The AI boom has been a boon for chip manufacturers due to hyperscale demand for high performance chips.
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