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Workday Silver Lake Buyout Talks Send Stock Up 18%

Workday (NASDAQ: WDAY) suddenly has a very different story on Wall Street. The Workday Silver Lake Buyout has quickly become a major focus for...

Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation

Sunoco LP (NYSE:SUN) is adding another sizable deal to...

CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!

CoreWeave reports second-quarter results Tuesday, August 11, after the...

P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies

Procter & Gamble (NYSE:PG) has moved deeper into health...

One New Position. The Market May Have This Policy Risk Backwards.

The LENS Index added another position today. It is...

Workday Silver Lake Buyout Talks Send Stock Up 18%

Workday (NASDAQ: WDAY) suddenly has a very different story...

Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors

Wendy’s (NASDAQ:WEN) suddenly has a very different story for...

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Workday Silver Lake Buyout Talks Send Stock Up 18%

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

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.

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

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

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

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

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!

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!

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

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.

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?

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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