Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Canada's Safe Social Media Act targets Meta, Snap, and YouTube with a ban on under-16 users and fines up to 3% of global revenue. The user-growth risk may outweigh compliance costs.
AlphaScala rates NYT 48/100 — mixed. Beneath that label lies a nuanced subscriber story overlooked by most analysts. The better read weighs ad risk against sub growth.
Alex Karp said frontier AI labs focus on speed and fundraising, not enterprise needs, as OpenAI and Anthropic near IPOs. Palantir's Alpha Score is 41.
Humana agreed to sell its minority stake in Gentiva for $900 million, completing a multiyear exit from non-core hospice assets as CEO Jim Rechtin shifts capital toward CenterWell pharmacy and specialty pharmacy.
Justin Plouffe, Carlyle's new CFO and a 20-year credit veteran, used his first sell-side appearance to highlight the firm's credit heritage, a signal for capital allocation priorities.
Itaú Unibanco yields 6% with a 52 Alpha Score as the BCB nears the end of its cutting cycle. The July 31 rate decision tests whether the macro tailwind holds.
CAKE uses a $395/month community recruiting guide to lower turnover costs. An app version rolls out this fall, but the chain has disclosed no financial impact yet.
Bank of America and JPMorgan, along with Wells Fargo, received DOJ subpoenas in a probe of alleged political debanking. Trump's executive order and a separate lawsuit add pressure.
Unitree Robotics' Shanghai IPO signals a maturing sector. Panelists at the Wealth Management EDGE conference say investors should target the supporting ecosystem—infrastructure, software, and hardware—rather than pure-play robot makers.
PLTY sells covered calls on Palantir and pays dividends. The problem: Palantir keeps rallying, and the ETF keeps missing the upside.
Globalt says the AI capex cycle has compressed the equity risk premium, making markets reward future growth over present cash flow. There is a risk that if AI returns disappoint, valuation compression could be sharp.
VIOV, the Vanguard small-cap value ETF, tracks 600 cheap U.S. stocks. The factor tilt has drawn inflows as growth names sell off, but a recession would test the portfolio.
ANZ trades at $35 with a 4.7% dividend yield and 14x trailing earnings. Ahead of half-year results due in May, two valuation methods help decide if the stock is cheap or dear.
OpenAI is weighing a 20-year lease for a 10-gigawatt Ohio campus with Nvidia backing. Construction could exceed $500B. First stage by 2028.
Fennec shareholders voted 99.64% for auditor Haskell & White, 85.50% for say-on-pay, and 91.27% for the equity plan amendment at the annual meeting.
Greif raises URB paperboard $60/ton and tube-and-core products 6.5% starting July 6. The hikes test whether demand supports cost pass-throughs in the second half.
Oracle's cloud revenue hit $5.1B, up 47%, with OCI at $2.1B. The company guided Q4 cloud to ~$5.5B and plans to double capex to $10B. RPO stood at $98B.
The delayed draw facility gives Amazon flexible funding for AI milestones. Its $200B capex plan and OpenAI commitments make the loan a timing bridge, not a distress signal.
New construction exposure ties Pool Corp to housing data. The next quarterly earnings report will test whether maintenance revenue offsets the cyclical drag.
Moelis CEO Navid Mahmoodzadegan outlined priorities on culture and growth at the Morgan Stanley US Financials Conference. How the stock's setup looks.
The yuan hit a three-year high above 6.7 per dollar in May. The rally compresses carry costs and squeezes exporters, setting up a PBOC test at the June 15 MLF decision.
Tamar Remz, co-founder of Palm Philanthropy Advisors, succeeds Jonathan Haidt as board chair of the Constructive Dialogue Institute. The nonprofit has reached 500,000 students across 170 campuses.
Visa will handle payments initiated by OpenAI's AI agents using tokenized credentials and user-defined spending limits, the companies said Wednesday.
Altman gave staff a one-year window for an IPO, with RSI risk potentially delaying and infrastructure costs pushing faster. OpenAI confirmed its confidential SEC filing.
Premier Foods puts Matilda, the BFG and Willy Wonka on Birds, Ambrosia and Angel Delight packs this summer. The limited-edition run runs June through August.
Airlines add direct flights to 16 World Cup host cities, bypassing hubs. 5 million fans expected. The capacity build tests infrastructure and boosts Q2 revenue.
Starbucks rose 1% on a Japan stake-sale report. Oracle reports after the close with AI backlog and capex in focus. Linde gets a SpaceX lift. The macro backdrop is oil, CPI, and a wave of new stock supply.
Cyera's $600 million round led by Evolution Equity Partners makes it one of the most valuable private security companies, with over $2 billion raised to date.
India extended its MFI credit guarantee scheme through August, raising loan limits to ₹1,000 crore per lender; ₹770 crore in loans sanctioned so far.
FuboTV lost 400k subs after merging with Hulu + Live TV. The path to positive EBITDA is real: content costs fell 10 points. Next earnings Aug. 5. Analysts see value at $12.35.