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Workday Silver Lake Buyout Talks Send Stock Up 18%
M&A
Ishan Majumdar
-
August 14, 2026
Workday (NASDAQ: WDAY) suddenly has a very different story on Wall Street. The Workday Silver Lake Buyout has quickly become a major focus for...
M&A
Workday Silver Lake Buyout Talks Send Stock Up 18%
Miscellaneous
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
Miscellaneous
One New Position. The Market May Have This Policy Risk Backwards.
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
M&A
Workday Silver Lake Buyout Talks Send Stock Up 18%
0
Workday (NASDAQ: WDAY) suddenly has a very different story...
Energy
Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation
0
Sunoco LP (NYSE:SUN) is adding another sizable deal to...
Healthcare
P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies
0
Procter & Gamble (NYSE:PG) has moved deeper into health...
Miscellaneous
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
0
Wendy’s (NASDAQ:WEN) suddenly has a very different story for...
Technology & AI
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
0
Super Micro Computer reports fiscal Q4 and full-year 2026...
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
0
Cerebras Systems is heading into its second earnings report...
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
The Tesla Terafab Investment $119 Billion Capex Question!
Consumer & Retail
Etsy Workforce Cuts: What The 12% Layoff Means For Investors
Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?
Nike China Strategy: Can Its Online Reset Restore Growth?
Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?
Healthcare
P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies
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Recent Posts
Workday Silver Lake Buyout Talks Send Stock Up 18%
M&A
Ishan Majumdar
-
August 14, 2026
Workday (NASDAQ: WDAY) suddenly has a very different story on Wall Street. The Workday Silver Lake Buyout has quickly...
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
Miscellaneous
Ishan Majumdar
-
August 13, 2026
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped about 12% after reports said Nelson...
One New Position. The Market May Have This Policy Risk Backwards.
Miscellaneous
Ishan Majumdar
-
August 12, 2026
The LENS Index added another position today. It is not a semiconductor, software company or traditional AI infrastructure name....
Cerebras Earnings Preview: OpenAI Meets Margins
Technology & AI
Ishan Majumdar
-
August 12, 2026
Cerebras Systems is heading into its second earnings report as a public company with unusually little room for ambiguity....
Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation
Energy
Ishan Majumdar
-
August 11, 2026
Sunoco LP (NYSE:SUN) is adding another sizable deal to its acquisition playbook. The Sunoco Offen Petroleum acquisition would involve...
P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies
Healthcare
Ishan Majumdar
-
August 11, 2026
Procter & Gamble (NYSE:PG) has moved deeper into health and wellness with its $3.8 billion all-cash agreement to acquire...
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
Technology & AI
Ishan Majumdar
-
August 11, 2026
Super Micro Computer reports fiscal Q4 and full-year 2026 results Tuesday after the close, with its earnings call scheduled...
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
Technology & AI
Ishan Majumdar
-
August 10, 2026
CoreWeave reports second-quarter results Tuesday, August 11, after the close, with Wall Street expecting roughly $2.55 billion of revenue,...
The Tesla Terafab Investment $119 Billion Capex Question!
Technology & AI
Ishan Majumdar
-
August 7, 2026
Tesla (NASDAQ:TSLA) and SpaceX are taking another major step toward Elon Musk’s vertically integrated AI vision. The companies have...
Etsy Workforce Cuts: What The 12% Layoff Means For Investors
Consumer & Retail
Ishan Majumdar
-
August 6, 2026
Etsy (NASDAQ:ETSY) is cutting about 220 jobs, or roughly 12% of its workforce, under the Etsy Workforce Cuts plan,...
The SpaceX Lockup Expiration Isn’t About Price, It’s About Signal.
Technology & AI
Ishan Majumdar
-
August 6, 2026
SpaceX's honeymoon as a public company lasted almost exactly seven weeks. The company IPO'd on June 12, and by...
Sandisk Earnings Preview: Can AI Demand Sustain Peak Margins?
Technology & AI
Ishan Majumdar
-
August 5, 2026
Sandisk reports fiscal fourth-quarter and full-year results after the U.S. market closes on August 5, with Wall Street expecting...
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M&A
Workday Silver Lake Buyout Talks Send Stock Up 18%
Miscellaneous
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
Miscellaneous
One New Position. The Market May Have This Policy Risk Backwards.
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Cerebras Earnings Preview: OpenAI Meets Margins
Energy
Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation
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