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Technology & AI

Micron Reports in 48 Hours. The Number Everyone Is Watching Isn’t the EPS.

Micron Technology reports earnings on Wednesday evening. The stock is up 293% so far...

Nvidia Just Borrowed $25 Billion It DOESN’T NEED. That’s The Point!

NVIDIA Corporation (NASDAQ:NVDA) just gave Wall Street a new reason to talk. The company...

Oracle’s Earnings “Disaster” Is the BEST NEWS For The AI Infrastructure Trade!

Oracle reported after the bell last night. Here are the numbers. Revenue: $19.2 billion,...

M&A

AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin

AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...

Did Fox Pay $25 Billion For Roku’s Platform, Or Its Ad Data Edge?

Fox Corp (NASDAQ:FOXA) has made its biggest swing yet in streaming, agreeing to...

Incyte Acquisition Watch: The $2 Billion Star Therapeutics Deal That Could Change Its Story

Incyte Corporation (NASDAQ:INCY) is back in the biotech deal spotlight. The company is...

Consumer & Retail

The FTC Is Coming For Amazon’s Sponsored Ads

Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right...

Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

On Monday, Amazon announced a multiyear, multibillion-dollar agreement with Corning. Corning will supply...

Did Ingredion Find A Mispriced Path Into Higher-Value Ingredients?

Ingredion (NYSE:INGR) has moved into deal mode with a recommended all-cash offer to...

Premium

Micron Reports in 48 Hours. The Number Everyone Is Watching Isn’t the EPS.

Micron Technology reports earnings on Wednesday evening. The stock is up 293% so far...

AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin

AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...

The FTC Is Coming For Amazon’s Sponsored Ads

Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right...

Healthcare

AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin

AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...

Moderna’s Flu Shot Won Over FDA Advisers—But Can It Win Back America?

Moderna (NASDAQ:MRNA) just landed a regulatory moment that people will argue about far...

Incyte Acquisition Watch: The $2 Billion Star Therapeutics Deal That Could Change Its Story

Incyte Corporation (NASDAQ:INCY) is back in the biotech deal spotlight. The company is...

Energy

Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?

Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets,...

Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?

Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities...

Is NextEra’s Dominion Deal Really An AI Power Grab?

NextEra Energy (NYSE:NEE) is reportedly in advanced talks to acquire Dominion Energy (NYSE:D),...

Industrials

Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test

Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping....

BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?

BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...

Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?

Rio Tinto and Glencore walked away from merger talks that would have reshaped...

Miscellaneous

Oil Crashed. Markets Are Flying. The New Fed Chair Meets Tomorrow. Don’t Get Too Comfortable.

Your gas was $4.07 a gallon on Sunday. That number is about to fall....

Is SpaceX About To Save Tesla; Or Expose The BIGGEST Retail IPO TRAP In Wall Street History?

On May 21st, somebody walked onto the options market and put $3.3 million...

The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

Two software earnings reports landed in the same week and collectively produced the...