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How Alpha Analyst is redefining investment research. Insights, team perspectives, and the latest on building AI for finance.

Gilead Sciences (GILD) Deep Dive: Business, Moats, and Key Risks
Company Deep-Dive
GILD US

Gilead Sciences (GILD) Deep Dive: Business, Moats, and Key Risks

A practical investor framework for underwriting Gilead’s HIV-led cash flows, oncology optionality, and policy-driven headwinds

Applied Materials (AMAT) deep dive: segments, cycle drivers, and risks
Company Deep-Dive
AMAT US

Applied Materials (AMAT) deep dive: segments, cycle drivers, and risks

A fundamentals-first playbook for underwriting the leading wafer fab equipment franchise

ASTS Stock “Golden Dome” (SHIELD) Buzz: Investor Research Playbook
Company ResearchTrends
ASTS US

ASTS Stock “Golden Dome” (SHIELD) Buzz: Investor Research Playbook

How to separate defense-contract chatter, retail sentiment spikes, and filing-confirmed fundamentals using Alpha Analyst

App Store AI Safety Pressure: An Investor Research Playbook
ResearchTrends
AAPL US
GOOGL US

App Store AI Safety Pressure: An Investor Research Playbook

How to track advocacy demands, policy risk, and platform enforcement using filings, documents, and repeatable search workflows

AI-Powered Siri: What Apple’s Gemini Partnership Signals
ResearchTrends
AAPL US
GOOGL US

AI-Powered Siri: What Apple’s Gemini Partnership Signals

A practical investor checklist for tracking model deals, ecosystem shifts, and the next wave of assistant monetization

What Does Rakuten Group (4755.T) Actually Do?
Company Deep-DiveJapan
RKUNY US

What Does Rakuten Group (4755.T) Actually Do?

A plain-English map of Rakuten’s ecosystem model (Internet Services, FinTech, Mobile) and what to track in EDINET disclosures

What Does Shin-Etsu Chemical (4063.T) Do in Silicon Wafers?
Company Deep-DiveJapan
SHECY US

What Does Shin-Etsu Chemical (4063.T) Do in Silicon Wafers?

A deep-dive into the upstream wafer chokepoint, segment map, and a filings-first research checklist

What Does Nidec (6594.T) Actually Do? A Segment Deep-Dive
Company Deep-DiveJapan
NJDCY US

What Does Nidec (6594.T) Actually Do? A Segment Deep-Dive

A plain-English map of Nidec’s motor empire, why “Equipment” matters, and how to track it in EDINET filings