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Alpha Casts - AI Market Intelligence

Alpha Casts - AI Market Intelligence

Written by: StockAlpha.ai
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 Your daily dose of stock market analysis from StockAlpha.ai. We break down market sectors, cover breaking financial news, and highlight investment opportunities you need to know about. Perfect for your commute, workout, or whenever you want market intelligence on the go.© 2026 StockAlpha.ai. All rights reserved.
Episodes
  • AI Momentum, Memory Tightness, and Valuation Crossroads: Weekly Alpha Research Digest (Jan 19–24, 2026)

    AI Momentum, Memory Tightness, and Valuation Crossroads: Weekly Alpha Research Digest (Jan 19–24, 2026)
    Jan 24 2026
    This week’s Alpha Research cycle was dominated by AI-driven demand across chips, memory, and cloud platforms, offset by a recurring theme: stretched valuations. We review the week’s top calls—Micron, Sandisk, Broadcom, Microsoft, CrowdStrike, Disney and a clutch of catalyst-driven small caps—then connect the dots on macro, sector, and company-level risks and research priorities for next week.
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    13 mins
  • Policy and Power: Renewables, Rare Earths and Industrial Onshoring Lead a Mixed Market as Tech and Crypto Face Regulatory Headwinds

    Policy and Power: Renewables, Rare Earths and Industrial Onshoring Lead a Mixed Market as Tech and Crypto Face Regulatory Headwinds
    Jan 24 2026
    Renewables, critical-minerals deals and heavy industrial wins drove sector leadership on Jan. 23, while legal pressure in big tech and uneven crypto flows kept the broader market cautious. Investors should tilt toward energy, materials and industrials while monitoring policy and regulatory catalysts.
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    9 mins
  • Earnings, Regulation and Weather: Volatility Flickers Across Tech, Financials and Energy

    Earnings, Regulation and Weather: Volatility Flickers Across Tech, Financials and Energy
    Jan 24 2026
    A busy earnings calendar and spate of corporate filings set the tone as Intel and Capital One swing markets, Meta faces a UK probe, Goldman flags a short-lived natural‑gas spike, and a string of 8‑Ks underline governance and deal-driven repositioning.
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    11 mins
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