The Latest from

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  June 8, 2026

  Corporate America is borrowing again

  

  For the past few years, a missing puzzle piece has kept our market outlook mixed. We were cautious as banks tightened lending standards back in 2023. At the same time, the market kept climbing, raising valuations and sentiment.

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  June 1, 2026

  This endowment is facing a cash squeeze

  

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

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  May 18, 2026

  The workaround for AI’s “energy problem”

  

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

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  May 11, 2026

  America’s debt debate is intensifying yet again

  

  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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  May 4, 2026

  Private equity’s “exit” door is getting jammed

  

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

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  April 27, 2026

  Consumers aren’t out of the woods yet

  

  Last week, Allbirds (BIRD), the shoemaker that built its brand equity on sustainability and eco-friendliness, saw its stock rise by as much as 500% after announcing its pivot to a GPU as a Service and AI-focused cloud solutions company

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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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