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  August 7, 2026

  AI is reshaping the American economy in a big way

  

  One of the biggest hedge funds betting on AI recently collapsed. But it’s by no means a verdict on the AI trade.

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  July 31, 2026

  Microsoft just made market history

  

  Earnings season continues.

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  July 24, 2026

  Investors are worried about Big Tech’s spending spree

  

  This was yet another busy week for the U.S. stock market, especially with earnings season kicking into full swing.

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  July 17, 2026

  Wall Street is going digital

  

  With the workweek winding down, it’s time to dive straight into this week’s FA Alpha Weekly Digest.

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  July 10, 2026

  Corporate America is buying up new machines

  

  Happy Friday, everyone!

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  May 29, 2026

  This manufacturer is a key defense sector player

  

  The U.S. has continued—and continues—to navigate a complex geopolitical and military landscape in recent years.

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  May 22, 2026

  This embattled video game publisher is cheap for a reason

  

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

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  May 15, 2026

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

  

  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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  May 8, 2026

  Stocks have gotten cheaper without breaking the economy

  

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

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  May 1, 2026

  This firm has remained resilient amid the real estate downturn

  

  The commercial real estate bloodbath has entered its final phase.

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  April 24, 2026

  The hype surrounding this shoemaker-turned-AI cloud provider is fading

  

  Water management solutions companies aren’t the flashiest firms out there because the products and solutions they offer tend to fly under the radar.

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  April 17, 2026

  This struggling shoe company is reinventing itself as an AI compute provider

  

  Allbirds (BIRD), a shoe company associated with sustainability and eco-friendliness, has struggled in recent years.

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  April 10, 2026

  Oil prices are elevated—but it’s not time to panic yet

  

  Investors have had plenty of reasons to panic in the past month. The U.S. strike on Iran was enough to drum up a fresh batch of uncertainty. Stocks fell nearly 8% in March and investors don't seem too sure about what the market holds for the future.

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  March 27, 2026

  Asset type isn’t the only thing investors should watch out for

  

  Software as a Service (“SaaS”) businesses used to be the gold standard for tech investors.

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  March 20, 2026

  Trouble is brewing in the trillion-dollar private credit market

  

  Private credit has grown rapidly in over a decade. In 2015, it was worth roughly $500 billion. Fast forward to today, its global value stands at over $3 trillion.

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  March 13, 2026

  This pure-play autonomous vehicle firm has yet to prove its profitability

  

  The race to dominate the autonomous vehicle industry is heating up as companies chase a multi-trillion-dollar opportunity. Aurora Innovation, Inc. is focusing on self-driving technology for the trucking industry to carve out its place in the market. In today's FA Alpha Daily, we look at why Aurora Innovation, Inc. (AUR) still needs to prove its path to profitability.

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  March 6, 2026

  This misunderstood firm is well-positioned for today’s AI-driven infrastructure tailwinds

  

  The AI boom has ushered in billions of dollars in spending on data centers. In 2026 alone, over $600 billion in spending commitments have been made by AI hyperscalers.

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  February 27, 2026

  The so-called “HALO” trade is gaining ground as AI disruption fears mount

  

  For the past three years, investors have rewarded companies that could benefit from AI.

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  February 20, 2026

  Softening beer demand is hurting this brewer

  

  After years of steady demand, the beer industry is undergoing a meaningful shift as consumer preferences evolve and discretionary spending tightens. Legacy brewers that once relied on brand strength and scale are now grappling with a more selective and health-conscious customer base. In today’s FA Alpha Daily, we examine why Molson Coors (TAP) faces mounting industry pressures and why the market’s cautious outlook may be justified.

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  February 13, 2026

  Patients still need access to quality health care

  

  In a little more than a year, headcount at West Virginia’s Blue Field Regional Medical Center was cut down by more than 270.

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