News
This is OurAlpha, a brand new site by OurAlpha that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is published!
News
Apple raised Mac and iPad prices by 20%-plus last week; Microsoft is hiking Xbox prices by up to $150 starting August 1 — both blaming the AI-driven memory chip crunch. iPhone hikes remain analyst expectation only.
News
SpaceX's $25 billion bond drew 3.5x demand at issuance — then promptly slid in secondary trading. The stock shed roughly 16% in three sessions, erasing most of its IPO gains.
News
OpenAI is reportedly weighing a 2027 IPO to chase a ~$1 trillion valuation, having quietly filed its S-1 on June 8. The news hammered SoftBank shares in Tokyo by nearly 13% and dragged AI stocks broadly lower.
News
A wall-to-wall week for U.S. labor data. The June jobs report gets pulled forward to Thursday, July 2 — ahead of the July 4th holiday — with consensus pegging payrolls at +172K.
News
Google parent Alphabet (GOOGL) officially joined the Dow Jones Industrial Average before the open on June 29, 2026, replacing Verizon (VZ) after 22 years — pushing the Dow's tech weighting to nearly 18%, an all-time high for the 130-year-old benchmark. On the same day, Honeywell…
Deep Dive
PLTR has shed ~45% from its peak while revenue growth accelerated from 48% to 85%. This selloff killed the multiple, not the business — and the data shows why this may be the best entry point in two years.
News
Acuity (AYI) posted Q3 net sales of $1.198B (+1.6% YoY) and adjusted EPS of $5.31, clearing estimates on the profit line. Shares jumped ~21.4% — a reminder that beating expectations often matters more than the pace of growth.
News
BlackBerry posted Q1 FY2027 revenue of $152.9M (+26% YoY) and adjusted EPS of $0.04, both beating estimates, while logging its first positive Q1 operating cash flow in nine years. QNX backlog approaches $1B; BB surged 19.95% on the day.
News
Triller Group (ILLR) is spending roughly $411 million to acquire economic exposure equivalent to 3.9 million SpaceX Class A shares—holding the position as a strategic treasury asset on its balance sheet. The announcement sent ILLR surging more than 400% intraday on June 25, with another…
News
Micron's blowout Q3 print lit up the storage supply chain on June 25 — SanDisk surged ~18%, Applied Materials climbed 13.4%, and Western Digital added 4.9%. By June 26 pre-market, traders were cashing in: Micron pulled back ~4% on profit-taking.
News
June's preliminary came in at 48.9 — up ~9% MoM and above the ~46.1 consensus — as falling gas prices gave consumers a lift. The final drops today; watch whether the rebound holds and where inflation expectations land.