Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Calgon Carbon's Filtrasorb Rx reactivated carbon delivers 99.9% PFAS destruction, 80% lower CO2, and third-party validation for utilities facing EPA deadlines.
Centauri Minerals, spun out of Aldebaran Resources, received a drilling permit for the Rio Grande gold-copper project in Argentina and added four executives as it prepares for a public listing.
U.S. infrastructure and AI data center power demand now drive Caterpillar orders, with China reopening fading. The question is whether earnings growth can catch the 32x trailing multiple.
US crude inventories fell 765,000 barrels last week, API data showed, while gasoline and distillates rose. Focus turns to Wednesday's EIA report for confirmation.
Anil Agarwal rings the bell as Vedanta Aluminium, Oil & Gas, Iron & Steel, and Power begin trading independently. Read our sector readthrough on valuation and peer comparisons.
Gold dips below Rs1,45,000 on MCX as US-Iran talks progress; COMEX gold under $4,100. Crude stuck at $72-73. Indian equities rally but commodities diverge.
DuPont launches Tyvek APX in ASEAN – a more breathable coverall for industrial workers. Independent validation by Empa shows a new competitive edge. Here's what the launch means for DD.
Sameer Dalal says foreign flows will follow India's macro growth, not the AI-driven IT selloff. Brent below $77 supports the argument for domestic sectors.
Kenmare upsizes RCF by $30m and waives debt covenants through 2026 as titanium market weakness persists. The move signals management expects no quick recovery in pricing or EBITDA.
Crude drop, FPI buying, rupee stability, and DII inflows drove the 750-point Sensex rally. Nifty reclaimed 24,000. Next test: Wednesday's US CPI print.
Nikkei 225 falls 0.8% as BOJ minutes show rate-hike urgency. A bounce in Chinese tech balances the session ahead of US PCE data Friday.
Vedanta Aluminium Metal emerges as the top post-demerger performer with low costs, manageable debt, and a plan to double capacity to 6 mtpa over three years.
FII buying turned net positive at ₹17.86 crore as crude fell below $77. The analyst case for Indian equities improves, though a 20% correction risk and US market slump add crosscurrents.
Brent crude fell 0.91% to $76.38 as Strait of Hormuz reopening eased supply fears and Trump ordered a DOJ probe into gasoline pricing.
Nyrstar pulled its continuation vote after Urion abstained and the FSMA asked for legal advice on dissolution's impact on criminal proceedings and third-party claims.
City Cement says fuel price hikes will raise production costs by 2.32%, an impact already embedded in Q1-26 results, and flags efficiency programs to mitigate margin pressure.
Gold dropped below $4,100 as traders price three Fed hikes. With conflicting Iran signals and Thursday's PCE data looming, the metal faces a test of support at $4,000.
The probe targets the gap between falling crude and sticky retail gasoline. XOM, CVX, and other majors face legal risk; watch refining margins and the gasoline-crack spread.
Futures open interest jumped 13% across five NSE F&O stocks on June 23. Vedanta led the surge as legal and de-merger risks keep the stock under pressure.
Prominence Energy surged after satellite data flagged helium anomalies. Adavale Resources extended gold resource below open pit. Tasmea acquired JPS Group for LNG exposure. ASX200 up as inflation eases to 4%.
Deutsche Bank cuts gold forecast by 20%, sees $3,800 on 3-4 rate hikes. Spot gold hits $4,087, down 10% from record. PCE data Thursday.
India's US LPG imports hit a record 1 million metric tons in June as the Strait of Hormuz reopens after the US-Iran peace deal. Domestic cylinder prices rose 79% in four months.
Tivan signs binding terms by Q3 2026 for up to $50m in stage-gated investment, retaining 82.5% project interest. Sumitomo and ETFS each commit up to $25m.
Galilee Energy expects to spud Zydeco-1 well in Louisiana early next month, targeting 13.7 Bcf of gas and 0.61 MMbbl of condensate. The company aims for first production within six months if the well succeeds.
The Austin burger chain debuts six dirty sodas for six weeks starting June 23. The limited run tests customer appetite for seasonal drinks without a full menu overhaul.
Generation PMCA warns markets are too high and vulnerable to declines, citing rising rates and record valuations. The firm holds 18% cash, is net short the S&P 500, and sees risk in AI infrastructure names.
Iluka's first Eneabba offtake covers 10% of planned output at a US$155M minimum. The stock dropped 10.9% after investors assessed the 90% uncommitted. The EFA loan confirmation removes financing risk.
MPLX rose 1.37% to $57.68 as the S&P 500 slipped 0.3%. The midstream partnership yields 8.5% with a 65 Alpha Score. Volume was below average.
VALE shares fell 2.55% to $15.31, extending a slide as iron ore prices dip. The Alpha Score of 49/100 signals a mixed setup. Key support at $15 is in focus.
EQX shareholders vote July 22 on the Orla Mining merger. The fixed exchange ratio creates standard stock-for-stock risk for Orla holders. Proxy deadline is July 20.