The Latest from

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  October 13, 2026

  The “revenue miss” that wasn’t

  

  Last week, Nvidia (NVDA) saw roughly $169 billion wiped off from its market cap. And it’s not because it was a fault.

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  October 6, 2026

  This caterer is now feeding the AI boom

  

  The rapid buildout of AI infrastructure is creating opportunities well beyond chips and data centers, including for businesses that support the workers bringing these projects to life. Aramark is benefiting from this trend through contracts serving large construction workforces, but the market may expect more lasting growth than these projects can deliver. In today’s FA Alpha Daily, we examine how Aramark is gaining from the AI infrastructure boom and why its current valuation may already reflect aggressive expectations.

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  September 29, 2026

  This credit bureau has the runway to meet or exceed expectations

  

  Whenever an individual applies for a credit card, mortgage, or a car loan, lenders need to know that person’s credit history, and whether he or she has a history of paying back debts on time.

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  September 22, 2026

  Investors are underestimating this shoemaker’s potential

  

  For decades, Nike (NKE) has dominated the global footwear scene with its slew of footwear offerings, ranging from specialized shoes for golf, basketball, running, and others to more casual offerings.

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  September 15, 2026

  This technology provider is bringing AI to government work

  

  AI adoption is moving beyond experimentation as organizations look for practical ways to integrate the technology into critical operations. Companies with the expertise and infrastructure to deploy AI securely could be well positioned as demand for these solutions grows. In today's FA Alpha Daily, we examine how Science Applications International (SAIC) is positioned to capitalize on this expanding opportunity.

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  September 8, 2026

  Investors are underestimating this biotech firm’s potential

  

  Mental health is a growing priority among American adults, driving a rise in mental health-related consultations over the past few years.

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  September 1, 2026

  This financial services firm is positioned for further growth

  

  Small and medium-sized businesses ("SMBs") process enormous amounts of financial transactions daily. On top of this, these businesses must ensure regulatory compliance and manage employee benefits and payroll systems, all while keeping various areas of the business running smoothly.

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  August 26, 2026

  The playbook behind an aerospace behemoth

  

  Building a lasting business often requires more than operating in an attractive industry. The right strategy can turn a focused business model into a powerful source of long-term growth. In today’s FA Alpha Daily, we examine the strategy behind TransDigm’s (TDG) rise in the aerospace industry.

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  August 25, 2026

  This firm provides the solutions that keeps the financial world running

  

  Behind every financial transaction is a network of systems designed to keep markets operating efficiently. Companies that provide this infrastructure can become deeply embedded in the financial ecosystem, creating durable demand for their services. In today’s FA Alpha Daily, we examine Broadridge Financial Solutions (BR) and how its infrastructure supports financial markets.

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  August 18, 2026

  Investors are pessimistic about this consulting giant’s long-term prospects

  

  The rapid advancement of AI tools has drastically reshaped how the consulting industry operates and how investors view companies in this space.

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  August 11, 2026

  This contractor is a critical partner for the government’s AI upgrade

  

  Federal spending has risen in recent years, growing from $5 trillion in FY 2016 to $7 trillion in FY 2025.

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  August 4, 2026

  This software firm continues to deliver amid industry-wide skepticism

  

  For many, the word brings to mind glossy brochures, catchy one-liners, or flashy ad campaigns. Said another way, a field and activity that’s tied to consumer brands or big companies.

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  July 21, 2026

  The market is underestimating this digital payments platform

  

  Today’s financial transactions can be completed with a single tap of a card or a smartphone.

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  July 14, 2026

  This benefits management firm fulfills a crucial need

  

  Roughly 10% of American women experience complications related to pregnancy based on data from the U.S. Centers for Disease Control and Prevention.

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  June 30, 2026

  Investors are underestimating this government contractor

  

  Federal spending has risen considerably over the past several years, growing from $5 trillion in FY 2016 to $7 trillion in FY 2025. And throughout this period, funds have consistently flowed into social security, healthcare, and national defense.

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  June 9, 2026

  This outdoor lifestyle brand has capitalized on the water bottle trend

  

  The value of consumer products often surpass the utility of a good and extend to the status symbol one achieves by owning a certain brand.

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  June 2, 2026

  This pure-play solar firm is a beneficiary of continued solar demand

  

  Many investors expected renewable energy investment to slow after the rollback of key clean energy tax incentives. However, rising electricity demand continues to drive significant investment in new solar capacity across the U.S. In today's FA Alpha Daily, we explore why Enphase Energy (ENPH) may be well-positioned to capitalize on this resilient demand.

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