CommonQuant
Breaking research

2 ideas from this batch

Published 2026-07-26T19:31:33.077019Z

Ideas in this batch

Google just nearly tripled its profit and nobody cares — buy the post-earnings dip
A 298% surge in net income is a virtually unmatched earnings feat, yet Alphabet's stock is being dragged down by a broader panic about AI infrastructure spending. When a company prints that much cash but its shares fall anyway, the disconne
Oil spike from Middle East tensions could force the Fed's hand on rates — load up on energy stocks before Wednesday
Oil is already climbing on the Strait of Hormuz standoff, and Barclays now sees further upside to crude prices. That alone would lift energy producers. But the second-order effect is even more powerful: bond traders see a growing chance the
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