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Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
Technology & AI
Ishan Majumdar
-
February 25, 2026
When Meta Platforms (NASDAQ:META) announced it would buy 6 gigawatts of AI computing power from AMD in a deal valued at more than $100...
Healthcare
Is Merck’s HIV Win Really About Keytruda?
Technology & AI
Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
Healthcare
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Finance
PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset
Healthcare
Is Merck’s HIV Win Really About Keytruda?
0
When Merck & Co. (NYSE:MRK) reported Phase 3 data...
Technology & AI
Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
0
When Meta Platforms (NASDAQ:META) announced it would buy 6...
Healthcare
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
0
It has been a bruising few weeks for Novo...
Finance
PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset
0
PayPal (NASDAQ:PYPL) ripped higher on Feb. 23, 2026, after...
Technology & AI
Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?
0
Apple (NASDAQ:AAPL) is quietly doing something big in the...
Energy
Is Chevron’s Iraq Deal A Win — Or A Twelve-Month Test With Hidden Friction?
0
Chevron (NYSE:CVX) just slid into the driver’s seat for...
Technology & AI
Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?
Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!
Google Just Expanded TPU Access — & NVIDIA Should Notice!
Consumer & Retail
Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Is Target’s Leadership RESET Enough To Change The Story?
Is Amazon’s $50 Billion OpenAI Deal Really About AI — Or Just AWS Market Share?
Healthcare
Is Merck’s HIV Win Really About Keytruda?
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Recent Posts
Is Merck’s HIV Win Really About Keytruda?
Healthcare
Ishan Majumdar
-
February 26, 2026
When Merck & Co. (NYSE:MRK) reported Phase 3 data showing its two-drug HIV regimen of doravirine and islatravir matched...
Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
Technology & AI
Ishan Majumdar
-
February 25, 2026
When Meta Platforms (NASDAQ:META) announced it would buy 6 gigawatts of AI computing power from AMD in a deal...
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Healthcare
Ishan Majumdar
-
February 25, 2026
It has been a bruising few weeks for Novo Nordisk (NYSE:NVO). First came the clinical disappointment: CagriSema, the company’s...
PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset
Finance
Ishan Majumdar
-
February 24, 2026
PayPal (NASDAQ:PYPL) ripped higher on Feb. 23, 2026, after Bloomberg reported early-stage takeover interest from potential suitors. The move...
Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?
Technology & AI
Ishan Majumdar
-
February 24, 2026
Apple (NASDAQ:AAPL) is quietly doing something big in the desert. It is using its wallet to pull more of...
Is Chevron’s Iraq Deal A Win — Or A Twelve-Month Test With Hidden Friction?
Energy
Ishan M.
-
February 24, 2026
Chevron (NYSE:CVX) just slid into the driver’s seat for one of Iraq’s crown-jewel oil assets. The company signed preliminary...
Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!
Technology & AI
Ishan Majumdar
-
February 23, 2026
Nvidia reports earnings this week with expectations still firmly elevated. Consensus continues to model strong revenue growth, healthy profitability,...
Google Just Expanded TPU Access — & NVIDIA Should Notice!
Technology & AI
Ishan M.
-
February 21, 2026
If you thought Alphabet (NASDAQ: GOOGL) was content renting Nvidia chips like everyone else, think again. Over the past...
ConocoPhillips Just Pruned $2B Of Permian Assets—Discipline Or HIDDEN RISK?
Energy
Ishan Majumdar
-
February 21, 2026
When ConocoPhillips (NYSE:COP) explores selling roughly $2 billion of Delaware Basin assets, it is rarely just about trimming acreage....
Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?
Technology & AI
Ishan Majumdar
-
February 20, 2026
When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...
Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign
Automobiles
Ishan Majumdar
-
February 20, 2026
The latest pullback in Carvana (NYSE:CVNA) has been framed by some as a routine earnings wobble. The company missed...
Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!
M&A
Ishan M.
-
February 19, 2026
It has been a busy stretch for Salesforce (NYSE:CRM). Fresh off a strong fiscal third quarter, the company is...
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Healthcare
Is Merck’s HIV Win Really About Keytruda?
Technology & AI
Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!
Healthcare
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Finance
PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset
Technology & AI
Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?
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