Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Embraer's 9% post-earnings slide masks a top-line beat. The real risk is commercial margin compression that could persist into Q2.
IMD forecasts pre-monsoon rainfall from May 28 after 46°C heatwave in Telangana. Relief for agriculture and power grids hinges on rainfall consistency and monsoon onset.
Trump publicly backs Kalshi and Polymarket as 15+ states push bans. CFTC counters state lawsuits. August 1 Minnesota deadline is first test. Ethics concerns over Trump Jr. advisory roles. What traders should watch.
Adroit Capital enters exclusive talks for Tasmania's Liberty Bell Bay ferromanganese smelter. The government's $9.6 million wage support gives eight weeks to seal a binding deal.
With less than half of expected investments matured, India's PLI rethink could shift rupee, bond yields, and sector allocation toward value-added manufacturing.
Government sells up to 2% of Coal India via OFS starting May 27. IMFA secures 65 MW captive renewable. Saatvik lands ₹171 cr solar orders. GPT wins railway contract.
China industrial profits jumped 24.7% in April, the fastest since November 2023. The PPI-driven gain obscures weak retail sales and investment. Traders face a divergence between nominal strength and real demand.
April CPI slowdown reduces RBA hike probability, sending AUD/USD below 0.6600. Yield spread compression and position unwinding accelerate decline. Focus turns to June RBA meeting.
Tata Elxsi's AI medtech platform opens a new revenue vertical. The real catalyst is a signed U.S. client deal, not the launch itself.
CSW Industrials delivers solid revenue from acquisitions and data center demand. Its elevated multiple leaves little room for error. Here's why the stock is a hold.
Elixinol Wellness CEO Natalie Butler's AGM transcript offers the first direct signal on cash runway and regulatory strategy for ELLXF since the last quarterly filing.
US strikes on Iran and Iranian retaliation break the month-long truce, raising the risk of a Strait of Hormuz disruption. Oil risk premium is repricing. Next catalyst: whether diplomatic talks resume or conflict widens.
Australian April headline inflation at 4.2% vs 4.4% expected. The RBA rate cut timeline moves forward. AUD/USD breaks below 0.6600. Yield differential narrows.
Immigration lawyers report weekend scramble after Trump green card memo. Tech H‑1B firms face new hiring delays and compliance costs.
Q1 Construction Work Done surges to 3.4% vs 0.9% expected. The beat resets RBA rate path odds and lifts AUD. Next catalyst: May RBA meeting and Q2 GDP.
Zscaler raised FY26 EPS to $4.10-$4.11. FY27 growth guidance of 16-17% marks a deceleration from 25% Q3 ARR. The AI security premium now faces a valuation test.
740,000 Hong Kong residents returned in one day, overwhelming checkpoints. The congestion pressures MTR, retail stocks, and signals a structural shift in cross-border consumption.
LULU stock faces a proxy battle, management transition, and Americas market saturation. The international pivot, especially China, is the critical growth lever. Alpha Score 0/100.
Yen near May low, close to BOJ intervention zone. Iran war outlook pulls oil higher and complicates safe-haven dynamics. Next catalyst: US PCE data.
Ethical hacker Chompie won $70K at Pwn2Own but warns AI like Claude Mythos may make human hackers obsolete. What it means for IBM, Nvidia, and the bug bounty market.
Marriott and Hilton top their categories in Vietnam's 2026 workplace rankings. For hospitality investors, the survey points to lower turnover risk in a tightening labor market.
The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. Shares of SK Hynix jumped more than 11% on Wednesda...
Coal India's news shifts assumptions on domestic coal supply. Track production data, e-auction premiums, and power plant stock levels for the real impact on power and industrial stocks.
Sovereign Metals (ASX: SVM) identifies monazite and heavy REEs at Kasiya with Dy-Tb ratios 2.5% of TREO, seven times above peers. Monazite by-product could boost DFS value with near-zero capex.
Banks bid nearly double the notified amount in RBI's dollar-rupee swap. The move drains rupee liquidity and sets up a rate corridor test. Next policy meeting is the key catalyst.
Columbia Disciplined Growth Fund returned -10.5% in Q1, lagging the -9.78% Russell 1000 Growth Index. Cash flow surprise factor was the weakest signal. See the factor breakdown.
RBI MPC member Ashima Goyal argues the rupee is undervalued on REER. The real drivers are dollar strength, RBI intervention, and carry. Traders should focus on these three factors.
RBI's PA-P licence lets MobiKwik monetize its 140 million registered users via new merchant payments, resetting the valuation discount. The next earnings release will test the growth trajectory.
Camlin Fine Sciences swung to profit in Q4 FY26, reversing prior-year losses. The turnaround shifts the investment case. Margin sustainability and cash conversion will determine the stock's next move.
Magellanic Cloud's Q4FY26 revenue beat failed to expand margins. The compression hints at an investment phase or a shift toward lower-margin services. The fiscal year guidance will determine if the squeeze is temporary or structural.