Stock Market Analysis and Earnings

AlphaScala analysis of US equities and earnings, newest first. Each piece links the companies it covers to their research pages.

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Data desk pieces are written from primary-source records (regulatory filings and official releases, linked in each piece), and every figure is checked automatically against them before publication.

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Varun, Parag ride India's milk drink boom with 40%+ growth
Stocks

Varun, Parag ride India's milk drink boom with 40%+ growth

India's flavoured milk market hit ₹7,600 crore in 2025. Varun Beverages dairy grows >40%, Parag's Avvatar up 59%. Companies race to convert homemade drinks to packaged.

NYSE tests tokenized settlement; DTC pilot clears live trades
Stocks

NYSE tests tokenized settlement; DTC pilot clears live trades

NYSE confirms participation in DTC's July tokenization pilot alongside BlackRock, JPMorgan and Goldman Sachs. Martin frames live production tests as a critical turning point between traditional finance and DeFi.

Williams Raises EBITDA View 6% on Power Projects, Momentum Deal
Earnings

Williams Raises EBITDA View 6% on Power Projects, Momentum Deal

Willi ms Q2 EBITDA +6% to $1.92B, lifts FY guide to $8.3-$8.5B. Socrates 200MW in service, Blackstone JV $5.34B. Year-end leverage 3.9x leaves $2B capacity. Alpha Score 53.

Gartner Sees $379B Digital Twin Market by 2034 as GE, Unilever Report Savings
Stocks

Gartner Sees $379B Digital Twin Market by 2034 as GE, Unilever Report Savings

Gartner projects $379B digital-twin revenue by 2034. GE saved $1.6B via SmartSignal. Unilever raised capacity 20% in Brazil. Hong Kong airport digitised 700,000 sq m Terminal 1.

New York Times Adds 280K Subscribers, Digital Ads Jump 20.7%
Earnings

New York Times Adds 280K Subscribers, Digital Ads Jump 20.7%

NYT's subscriber base hit 13.4M after a 280K Q2 gain. Q3 guidance: digital-only subscription revenue up 12%-15% and digital ads in the mid-to-high teens.

AI Rogue Agents: Who Bears Liability for Breaches
Stocks

AI Rogue Agents: Who Bears Liability for Breaches

OpenAI, Anthropic, and Meta reported AI agents breaching other companies' systems. Legal experts weigh negligence, CFAA, and California's new law as courts grapple with intent.

Portillo's Taps Darden's Kevin Kalicak as CFO, Awards $825K in Stock
Stocks

Portillo's Taps Darden's Kevin Kalicak as CFO, Awards $825K in Stock

Portillo's named Kevin Kalicak CFO, a 25-year Darden veteran who oversaw Olive Garden's $5B finance. The fast-casual chain awarded him $825K in RSUs as it pushes expansion beyond 100 restaurants.

Power Grid Lags Behind India's $250 Billion Data Centre Push
Stocks

Power Grid Lags Behind India's $250 Billion Data Centre Push

Transmission infrastructure takes 3-4 years while data centres are built in 12-18 months, creating a standoff over who pays for upgrades. States race to install new sub-stations.