The Latest from

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  April 20, 2026

  These indexes have helped investors buy into winners early

  

  Stock indexes have long shaped how investors define and access the U.S. equity market. The Russell indexes widened that lens by bringing smaller, less-followed companies into focus. In today's FA Alpha Daily, we examine how the Russell indexes reshaped investing and why they remain important for identifying early-stage opportunities.

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  April 13, 2026

  Cybersecurity’s “moat” is starting to show cracks

  

  Cybersecurity’s moat is starting to crack.

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  April 6, 2026

  This hyperscaler has to be more careful in its AI adoption

  

  Amazon (AMZN) wants to put artificial intelligence everywhere. That includes the code its engineers write, the systems they manage, and the tools they use to keep its most profitable business, Amazon Web Services (“AWS”), running.

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  March 30, 2026

  The right moat can make a business nearly unbeatable

  

  See’s Candies is a paradise for chocolate lovers of all ages. This West Coast staple is beloved for its high quality ingredients and wide selection of flavors. Patrons who visit are also greeted by friendly staff and welcomed with free samples.

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  March 23, 2026

  There are aspects of investing that AI cannot simply replace

  

  There is still hope that human judgment can beat AI investing.

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  March 16, 2026

  The word “AI” can make or break companies in today’s market

  

  Last year, Algorhythm (RIME) was just a struggling karaoke-machine maker.

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  March 9, 2026

  Data is no longer the investment edge it used to be

  

  Artificial intelligence can now process vast amounts of financial data faster than any human analyst. As powerful AI tools become widely available, the real edge in investing shifts toward human judgment. In today's FA Alpha Daily, we explain why data alone is no longer enough and how the real investing edge now lies in judgment.

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  March 2, 2026

  The Trump Administration is attempting to fix the housing mark

  

  The White House is attempting to strong-arm the housing market into behaving.

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  February 23, 2026

  AI is reshaping how the workforce will be defined in the future

  

  Artificial intelligence is rapidly becoming a baseline requirement in white-collar workplaces rather than a competitive edge. As companies embed AI into daily workflows, traditional measures of workforce size and productivity are starting to shift. In today’s FA Alpha Daily, we examine why “agent count” may become the new metric investors watch and how this evolution […]

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  February 9, 2026

  Private credit has been quiet, but that doesn’t mean all is well for creditors

  

  The private credit market has been quieter than expected.

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  February 2, 2026

  The best time to invest in service model businesses is during the transformation… not after

  

  Keith Roland Sturt was doing a flyover for an air show in Nottinghamshire, England in 1958. But as he began a simple turn, disaster struck.

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  January 26, 2026

  Credit card issuers stand to lose if credit card interest rates are capped

  

  Affordability is quickly becoming a central issue ahead of the 2026 midterm elections as U.S. households continue to face rising everyday costs. That pressure is pulling credit cards into the political spotlight, with proposed interest rate caps challenging one of the most profitable corners of the financial system. In today’s FA Alpha Daily, we examine why this debate is gaining traction and what it could mean for credit card issuers and investors.

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  January 12, 2026

  2026 is shaping up to be a stronger year than expected

  

  Investors are growing more cautious heading into 2026 as conviction in the market’s strength weakens. Beneath that caution, structural shifts in productivity are quietly reshaping the U.S. economic trajectory. In today’s FA Alpha Daily, we explore why economists are turning more optimistic about 2026 and what productivity data reveals that most investors are overlooking.

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  January 5, 2026

  The Fed has opened the floodgates for the next phase of the economic cycle

  

  Trade tariffs have a profound impact on global shipping pattern

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  December 29, 2025

  The reason trade deficit numbers are misleading

  

  The U.S. started this trade war and the U.S. will suffer the most from it.

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  December 22, 2025

  The grid can’t keep pace with surging data-center investments, but this company can help

  

  Despite concerns about overspending on artificial intelligence infrastructure, economic instability, and the potential trade war, companies are pressing ahead with significant investments in data centers

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  December 15, 2025

  AI automation is fueling the elimination of junior roles

  

  Youth unemployment is on the rise and AI adoption is partly to blame. The U.S. youth unemployment rate reached 10.8% this summer—the highest level since 2021. Across Asia and Africa, youth unemployment rates are even worse. In India and China, it’s closer to 17%, while in Morocco it’s a staggering 36%.

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  December 8, 2025

  Data centers are turning to grid-scale battery storage to power demand

  

  U.S. electricity prices are rising as utilities funnel cash into America’s aging infrastructure. Energy bills in some states have climbed more than 20% in just a few years due to surging AI demand.

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  December 1, 2025

  Near-term bumps haven’t changed the overall picture for the economy and rate cuts

  

  For most of 2025, investors treated interest rate cuts as a simple story. But all that changed when the Federal Reserve cut rates in September. And when it did, the market took it as a sign that a major rate-cutting cycle was about to begin.

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  November 24, 2025

  This Wall Street icon is actively betting against AI

  

  Michael Burry’s newest market move is stirring fresh anxiety among investors. His bearish stance on major AI leaders is reviving debate over how long the sector’s momentum can last. In today’s FA Alpha Daily, we look at what his contrarian bet signals for the future of the AI trade.

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