Blog

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

Blackstone Stock Falls After Trump Targets Single-Family Homes
Equity ResearchUSA
BX US

Blackstone Stock Falls After Trump Targets Single-Family Homes

What the January 7 selloff suggests about policy headline risk, housing narratives, and how to track the next catalyst

Moderna stock surge: what’s driving MRNA in 2026
Equity ResearchUSA
MRNA US

Moderna stock surge: what’s driving MRNA in 2026

A catalyst checklist for JPM week, vaccine demand, and oncology data expectations

Nvidia Groq Deal: UBS View on AI Inference Chips
Equity ResearchUSA
NVDA US

Nvidia Groq Deal: UBS View on AI Inference Chips

Why inference is splitting into GPU scale and SRAM-heavy accelerators, and what that means for Nvidia’s platform strategy

Meta acquires Manus for $2B: what it means for AI agents
Equity ResearchTrendsUSA
META US

Meta acquires Manus for $2B: what it means for AI agents

A practical investor-focused breakdown of the deal, the AI agent business model, and what to track next