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Is The Activist Case Against Warner Netflix About Value Or Control?

Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that reshapes the company. Now activist...

Is Target’s Leadership RESET Enough To Change The Story?

Target’s new CEO moved quickly. An executive shake-up and...

Is The Activist Case Against Warner Netflix About Value Or Control?

Warner Bros. Discovery agreed to sell its studios and...

Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?

Eli Lilly’s move to acquire Orna Therapeutics landed quietly,...

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

Rio Tinto and Glencore walked away from merger talks...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received...

Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching

Hims & Hers used the Super Bowl stage to...

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Recent Posts

Is Target’s Leadership RESET Enough To Change The Story?

Target’s new CEO moved quickly. An executive shake-up and hundreds of job cuts were announced to redirect capital toward...

Is The Activist Case Against Warner Netflix About Value Or Control?

Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...

Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?

Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...

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 global copper supply. The deal collapsed...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume selling its H200 artificial intelligence chips...

Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching

Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test....

Verizon’s Turnaround Has a Blind Spot — & It Isn’t the CEO Exit

Sowmyanarayan Sampath is stepping down as CEO of Verizon’s Consumer Group, handing interim control to transformation chief Alfonso Villanueva....

Is Microsoft Winning AI — Or Just Funding Its Rivals?

Microsoft continues to expand its AI footprint, but user engagement with Copilot is falling fast. Despite 15 million paid...

Pfizer Takes On Eli Lilly & Novo: Who Gets OUTPLAYED in the Obesity Arms Race?

Pfizer just released mid-stage data from its Metsera-acquired obesity drug showing 12.3% weight loss at 28 weeks with monthly...

Is The Devon + Coterra $21 Billion Merger About Growth — Or Running Out of Rock?

Devon Energy just announced a $21.4 billion all-stock acquisition of Coterra, positioning itself as one of the largest U.S....

Is Apple Outflanking Meta With This Q.AI Move?

Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around “facial skin micro movements” that enable...

Is Amazon’s $50 Billion OpenAI Deal Really About AI — Or Just AWS Market Share?

Amazon is reportedly negotiating a $50 billion investment into OpenAI, a potential anchor in a $100 billion funding round....

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