The Latest from

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  February 6, 2026

  This Wall Street icon is actively betting on this meme stock

  

  Wall Street icon and infamous short-seller Michael Burry—who became famous for betting against the U.S. housing market—recently made headlines after disclosing in a Substack post that he had been buying shares of GameStop (GME), a meme stock that was at the center of a frenzy in 2021

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  January 30, 2026

  Memory shortages are a boon for this data storage firm

  

  The rapid expansion of AI is creating new bottlenecks across the data center stack, with data storage emerging as a critical constraint. As demand surges and pricing power returns, long-cycle storage providers like Seagate (STX) are benefiting from a sharp industry turnaround. In today’s FA Alpha Daily, we examine how AI-driven storage shortages are reshaping Seagate’s outlook and what the market is beginning to expect from its recovery.

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  January 23, 2026

  It will take time before this trucking firm puts its troubles behind it

  

  Trucking occupies a big portion of tonnage across all modes of freight transportation, representing roughly 73%. And in 2024, trucks hauled approximately 11.2 billion tons of freight.

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  January 16, 2026

  The administration’s attempt to cap credit card interest rates could negatively impact card issuers

  

  The U.S. economy is sitting on a massive pile of debt, and as of the third quarter of 2025, household debt has reached $18.5 trillion.

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  January 9, 2026

  Changing consumer preferences is hurting this alcohol distributor

  

  The shift toward health-conscious living is reshaping views on alcohol consumption. Constellation Brands (STZ), a leading distributor of beer, wine, and spirits, is facing revenue and profitability pressure as beer demand declines. In today’s FA Alpha Daily, we examine the implications for Constellation Brands and what they may signal for investors.

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  January 2, 2026

  This shipping company can benefit from tariffs

  

  Trade tariffs have a profound impact on global shipping pattern

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  December 26, 2025

  Europe is finally becoming responsible for its own security

  

  Europe can no longer count on the U.S. for protection...

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  December 19, 2025

  The market is underestimating this geothermal power producer’s profitability

  

  Global energy demand is ramping up and countries across the world are scrambling to make sure that their energy demands are met.

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  December 12, 2025

  The market is underestimating just how profitable this canned goods firm is

  

  America’s consumer-driven economy has faced increasing pressure thus far this year, as inflation, high levels of debt, unfavorable interest rates, and tariff-induced volatility has either raised prices or shrunk spending power.

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  December 5, 2025

  An overly pessimistic credit market is hiding how safe this retailer’s debt actually is

  

  For many years, department stores served as the backbone of America’s retail activity, with many Americans flocking to these places for products ranging from clothing to appliances and luxury items.

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  November 21, 2025

  The market to has yet to buy into this retail giant’s promised turnaround

  

  A few months ago, we mentioned that retail giant Target (TGT) is pinning its turn around hopes on Michael Fiddelke, a 20-year company veteran upon the announcement of long-time CEO Brian Cornell’s departure.

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  November 14, 2025

  This streaming giant has been overlooked by investors relying on as-reported financials

  

  Streaming services are no longer just an addition to an existing legacy cable subscription—it is now the primary entertainment option for millions of consumers.

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  November 7, 2025

  This tech firm known for manufacturing PCs has positioned itself to thrive in the age of AI

  

  The rapid advancement of artificial intelligence is reshaping the global technology landscape. Dell Technologies (DELL), traditionally recognized for its personal computing business, has strategically repositioned itself as a key provider of AI data center infrastructure. In today’s FA Alpha Daily, we examine how this transformation places Dell in a strong position to exceed market expectations amid a shifting technological environment.

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  October 31, 2025

  Hyperscalers are doing everything they can to secure energy, putting this utilities firm in a position to benefit heavily

  

  As the AI revolution accelerates, the world’s biggest tech companies are discovering that innovation is only as strong as the power keeping it running. To meet soaring energy demands, hyperscalers are turning to partners like NextEra Energy (NEE) for dependable, large-scale power solutions. In today’s FA Alpha Daily, we’ll explore how NextEra is emerging as a key player in the race to power the AI era.

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  October 24, 2025

  Not every firm in involved in the AI boom is a sure-fire winner

  

  The artificial intelligence (“AI”) boom is leading to the massive buildout of data centers, with giants like Microsoft (MFST) and Meta (META) attempting to leapfrog their rivals by building the infrastructure necessary to support their AI operations.

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  October 17, 2025

  This recently-merged media company is attempting to build a vast empire by acquiring another media giant

  

  Warner Bros. Discovery (WBD) has recently become the target of renewed acquisition interest from Paramount Skydance (PSKY). A merger of this scale could reshape the global streaming landscape by uniting major platforms and libraries. In today’s FA Alpha Daily, we explore the strategic motivations behind Paramount’s bid and what this move could mean for WBD’s future and the broader entertainment industry.

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  October 10, 2025

  This chipmaker could be on the verge of becoming a key player in the AI boom

  

  The artificial intelligence (“AI”) boom has been a boon for GPU manufacturer Nvidia Corporation (NVDA), as it went from a company that primarily designed graphics processing units (“GPUs”) for gaming and other computational applications to a highly sought-after designer of advanced AI chips.

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  October 3, 2025

  This oil major is accelerating its asset sales and restructuring in a bid to catch up with its rivals and improve profitability

  

  The oil and gas industry is navigating a complex environment as ongoing geopolitical tensions in Europe, the Middle East, and Russia have led to volatility in both supply and prices. As a result, achieving energy security has become crucial for the U.S. and other nations across the globe.

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  September 26, 2025

  As-reported metrics distort this military contractor’s true profitability

  

  U.S. military bases are massive institutions; the largest bases in the U.S. can hold well over 100,000 people while overseas bases house up to 40,000 individuals.

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  September 19, 2025

  This ride-hailing company is positioning itself to compete against its chief rival and become a key player in the autonomous vehicle space

  

  Competition in the autonomous vehicle ("AV") space has heated up as companies race to deliver solutions at scale in this potentially transformative industry.

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