Archive - PickAlpha

PickAlpha Morning Report | 2026-02-04 — 2 material moves and analysis

• Liberty Energy prices 700M 2031 convertible notes — $LBRT • Equinor launches 1 5B 2026 share buyback programme — $EQNR • Etc..

13 hrs ago • PickAlpha

PickAlpha Morning Report | 2026-02-03 — 5 material moves and analysis

• U S ISM Manufacturing PMI rises to 52 6 — $SPY, $DIA • Brent and WTI futures fall about 5 — $XLE, $USO • Treasury Q1 borrowing edges higher — $TLT…

Feb 3 • PickAlpha

PickAlpha Evening Insights | 2026-02-02 - Market Wrap and Trades For Tomorrow

• Stocks rose, yields ticked higher after stronger ISM manufacturing; earnings stole the spotlight. • After hours: Woodward raised guidance; Simon…

Feb 3 • PickAlpha

PickAlpha Morning Report | 2026-02-02 — 8 material moves and analysis

• Lumen sold 11-state fiber business for 5 75bn — $LUMN, $T • Tenet gained full Conifer ownership for 1 9bn — $THC, $XLV • Disney Q1 revenue 26bn while…

Feb 2 • PickAlpha

PickAlpha Weekend - Look Into Next Week! | 2026-01-31

1) Weekly Recap • 2) Look Into Next Week | Watchlist: $TLT $SPY $DXY $SOXX $QQQ $CL=F $XLE $DIS $XLC $PEP $XLP $AMD $GOOGL $QCOM $AMZN $VGK $EWU • What…

Feb 1 • PickAlpha

January 2026

PickAlpha Weekend | 2026-01-31 — 6 material moves and analysis

• U S PPI rises 0 5 m m lifting — $SPY, $QQQ • Eli Lilly commits 3 5B to expand GLP 1 — $LLY, $NVO • Fed’s Bowman preserves three 25bp cuts 2026 — $SPY…

Jan 31 • PickAlpha

PickAlpha Evening Insights | 2026-01-30 - Market Wrap and Trades For The Next Trading Day

• Stocks drifted lower as PPI surprised higher, yields rose and Tesla legal news took focus. • Delaware court cut Tesla fee award to $70.9m, reducing…

Jan 31 • PickAlpha

PickAlpha Morning Report | 2026-01-30 — 7 material moves and analysis

• OFAC allows U S trade of Venezuelan oil — $XLE, $XOM • BLS shows 4 9 Q3 2025 productivity rise — $SPY, $DX-Y.NYB • Dow cuts 4 500 jobs targets 2 0B…

Jan 30 • PickAlpha

PickAlpha Evening Insights | 2026-01-29 - Market Wrap and Trades For Tomorrow

• Stocks closed mixed as Treasury yields held steady and Apple dominated headlines. • Apple reported stronger Q1 revenue and EPS and announced a…

Jan 30 • PickAlpha

PickAlpha Morning Report | 2026-01-29 — 7 material moves and analysis

• Fed holds rates at 3.50-3.75 pausing — $SPY, $QQQ • Titan Mining unveils 150M shelf and 50M ATM — $TII, $GDXJ • Xsolla SPAC prices 200M IPO at 10 …

Jan 29 • PickAlpha

PickAlpha Evening Insights | 2026-01-28 - Market Wrap and Trades For Tomorrow

• Stocks and front-end rates held steady after the Fed decision; earnings led the newsflow. • After-hours saw a cluster of large tech and auto reports…

Jan 29 • PickAlpha

PickAlpha Morning Report | 2026-01-28 — 9 material moves and analysis

• US consumer confidence fell to 84 5 — $SPY, $QQQ • Prosperity Bancshares to buy Stellar Bancorp for 2 0B — $PB, $STEL • BD sets Feb 5 2026 record date…

Jan 28 • PickAlpha

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