Episodes

  • Utilities Sector Snapshot - Jan 25

    Utilities Sector Snapshot - Jan 25
    Jan 25 2026
    AI-generated audio analysis: Utilities Sector Snapshot - Jan 25
    Show More Show Less
    6 mins
  • Policy, Power and AI: Materials, Tech and Energy Lead a Mixed Market Ahead of the Long Weekend

    Policy, Power and AI: Materials, Tech and Energy Lead a Mixed Market Ahead of the Long Weekend
    Jan 25 2026
    A wave of policy wins, industrial onshoring and AI momentum drove selective sector strength today, while crypto outflows, healthcare headlines and communications hiccups capped broader upside. Investors should favor materials, tech and energy exposures while managing risk around regulatory and macro catalysts entering next week.
    Show More Show Less
    13 mins
  • Cannabis Sector Sees Policy Wins and Sales Gains - Jan 24

    Cannabis Sector Sees Policy Wins and Sales Gains - Jan 24
    Jan 25 2026
    AI-generated audio analysis: Cannabis Sector Sees Policy Wins and Sales Gains - Jan 24
    Show More Show Less
    6 mins
  • Materials & Mining: Rare Earths & Deals - Jan 24

    Materials & Mining: Rare Earths & Deals - Jan 24
    Jan 25 2026
    AI-generated audio analysis: Materials & Mining: Rare Earths & Deals - Jan 24
    Show More Show Less
    7 mins
  • Cannabis Policy Momentum and Sales Gains - Jan 24

    Cannabis Policy Momentum and Sales Gains - Jan 24
    Jan 24 2026
    AI-generated audio analysis: Cannabis Policy Momentum and Sales Gains - Jan 24
    Show More Show Less
    5 mins
  • Healthcare Roundup - Jan 24

    Healthcare Roundup - Jan 24
    Jan 24 2026
    AI-generated audio analysis: Healthcare Roundup - Jan 24
    Show More Show Less
    6 mins
  • 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.
    Show More Show Less
    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.
    Show More Show Less
    9 mins