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Alpha Casts - AI Market Intelligence

Alpha Casts - AI Market Intelligence

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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. Economie Finances privées
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    • Tech-Led Bounce as Investors Digest Earnings, Policy Signals — SPY +0.40%, QQQ +0.91%

      Tech-Led Bounce as Investors Digest Earnings, Policy Signals — SPY +0.40%, QQQ +0.91%
      Jan 28 2026
      Stocks closed higher Tuesday with the Nasdaq-heavy QQQ outpacing the broader S&P 500 (SPY +0.40%) while small caps held modest gains (IWM +0.28%). Tech strength, selective sector rotation and a stream of corporate headlines set the tone as markets weigh Fed timing and incoming economic data.
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      8 min
    • Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial

      Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial
      Jan 28 2026
      Today’s tape was driven by earnings catalysts and structural headlines: Microsoft’s ability to scale datacenter GPU capacity emerged as the single most important AI-quarter metric, Boeing’s delivery momentum loomed over its pre‑market print, and a blockbuster social‑media trial kicked off that could reshape ad‑revenue risk across the sector. A string of 8‑K filings and select corporate actions added credit and governance flashpoints.
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      10 min
    • Traders Rotate as NVDA Dips, SOXS Surges and Amazon Rumors Heat Up — IsoEnergy Raises C$57.5M

      Traders Rotate as NVDA Dips, SOXS Surges and Amazon Rumors Heat Up — IsoEnergy Raises C$57.5M
      Jan 28 2026
      A modest pullback in NVIDIA (NVDA) amid heavy volume set the tone as traders piled into semiconductor inverse plays (SOXS) and Google searches for 'Amazon layoffs' spiked. IsoEnergy secured a C$57.5M financing, while a string of partnerships and expansions across telecom, chemicals and experiential consumer services point to sector-level resiliency.
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      11 min
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