The Latest from

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  July 28, 2026

  Investors are cautious about this SaaS firm

  

  Software as a Service (“SaaS”) firms continue to grapple with investor concerns about their competitiveness in an increasingly AI-driven business environment.

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  July 7, 2026

  Investors are doubting this mission-critical pharmaceutical distributor

  

  Millions of individuals across the U.S. have their prescriptions filled daily. It’s estimated that nearly 5 billion retail prescriptions were filled in 2025.

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  June 23, 2026

  This PC manufacturer continues to thrive amid AI-driven shortages

  

  The AI boom has been a boon for multiple firms across the tech industry.

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  June 16, 2026

  The Fed is moving towards a smaller balance sheet

  

  Kevin Warsh is walking into the Federal Reserve with one of the clearest mandates in years: he wants to shrink the central bank’s footprint.

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  May 26, 2026

  This automotive equipment firm is an enabler of next-gen vehicle tech

  

  The automotive industry has seen various technological leaps and advancements in recent years

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  May 19, 2026

  AI fears have led investors to undervalue this cybersecurity firm

  

  Rapid advancements in AI have brought anxiety to investors exposed to tech and software stocks.

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  May 12, 2026

  This research firm provides the “plumbing” of the financial world

  

  Financial markets rely on vast amounts of data, analytics, and benchmarking tools to support investment decisions across trillions of dollars in assets. As global investing becomes more complex, firms with deeply embedded platforms and recurring revenue models are becoming increasingly valuable. In today's FA Alpha Daily, we examine how MSCI Inc., (MSCI) has evolved into critical financial infrastructure and why its business may be more durable than investors realize.

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  May 5, 2026

  This packaged foods giant can still deliver some upside

  

  The Kraft Heinz Company (KHC) is one of the consumer staples segment's biggest names in both brand reach and size.

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  April 28, 2026

  This chipmaker has transformed itself into a key player in the AI boom

  

  The AI boom has been a boon for chip manufacturers due to hyperscale demand for high performance chips.

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  April 21, 2026

  Software stocks may be down, but that doesn’t mean this SaaS firm is doomed

  

  AI-driven disruption is shaking confidence in the software industry, sending valuations across the sector sharply lower. Even high-return companies like Intuit (INTU) have been caught in the selloff as concerns about AI disruption grow. In today's FA Alpha Daily, we examine what the market may be overlooking and how Intuit’s competitive edge could shape its future in an AI-driven landscape.

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  April 14, 2026

  This computer networking firm is a critical player in the AI data center boom

  

  It’s no secret data center spending is through the roof

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  April 7, 2026

  This software firm has thrived in the age of AI

  

  Software stocks have been in a rout in the past few months due to investor concerns that “software will get automated away” in the wake of AI advancements.

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  March 31, 2026

  This little-known safety equipment manufacturer is a strong performer

  

  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 24, 2026

  Investors are underestimating this health care firm’s potential

  

  The 3M Company (MMM) is one America’s biggest conglomerates and has exposure in the industrial, worker safety, and consumer goods sectors.

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  March 17, 2026

  This software firm is a potential winner in the AI shift

  

  Software stocks have fallen to massive selloffs this year. Investors worry that large language models and new AI tools could pressure older software businesses. In some cases, that fear is justified.

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  March 10, 2026

  This mission-critical contractor is poised to sustain its growth and returns

  

  Rising geopolitical tensions are driving higher defense spending and increasing the need to keep military operations running effectively. Working quietly, specialized contractors provide the logistics and support that keep military bases running. In today's FA Alpha Daily, we examine how V2X (VVX) plays a pivotal role in this high-stakes system and why its long-term return potential may be overlooked by investors.

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  March 3, 2026

  This candy empire continues to deliver despite cost pressures and inflation

  

  Years of price inflation, high interest rates, a cooling job market, and rising delinquencies have forced consumers to tighten their spending and trade down to cheaper alternatives to get by.

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  February 24, 2026

  This tech giant has delivered strong returns despite not being an AI leader

  

  Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta (META) are forecasted to collectively spend around $600 billion on AI-related infrastructure this year in a bid to secure leadership in the AI race.

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  February 17, 2026

  This tech giant’s stock still has room to run

  

  Google spent most of the AI boom's early years behind AI leader OpenAI, the creator of the popular AI chatbot ChatGPT.

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  February 10, 2026

  This nutritional snacking firm is positioned for upside as consumers continue to be health-conscious

  

  The past several years have seen a shift in customer preferences when it comes to their food and beverage intake.

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