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Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

Technology & AI Ishan Majumdar -
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end of a saga that began...
M&A

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

0
It has been a busy stretch for Salesforce (NYSE:CRM)....
Technology & AI

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

0
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of...
Media & Entertainment

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

0
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share...
Technology & AI

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

0
When you look past the headlines, the story around...
Consumer & Retail

Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers

0
Walmart reports earnings on February 19, and few large-cap...
Energy

U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

0
U.S. natural gas prices have slipped into a different...

Technology & AI

Consumer & Retail

Healthcare

Recent Posts

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

M&A Ishan M. -
It has been a busy stretch for Salesforce (NYSE:CRM). Fresh off a strong fiscal third quarter, the company is...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

Technology & AI Ishan Majumdar -
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

Media & Entertainment Ishan Majumdar -
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company (NYSE:NYT), it didn’t...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

Technology & AI Ishan Majumdar -
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...

Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers

Consumer & Retail Ishan Majumdar -
Walmart reports earnings on February 19, and few large-cap names enter the print with momentum this clean. The stock...

U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

Energy Ishan M. -
U.S. natural gas prices have slipped into a different regime faster than many investors expected. In early Asian trading...

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

Industrials Ishan M. -
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the auto supply space. The stock has...

Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil

Miscellaneous Ishan M. -
The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,” the legal foundation that allowed federal...

Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium

Miscellaneous Ishan M. -
When Tri Pointe Homes (NYSE:TPH) announced that it had agreed to be acquired by Japan-based Sumitomo Forestry in a...

Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Technology & AI Ishan Majumdar -
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...

Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?

Healthcare Ishan Majumdar -
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...

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

Consumer & Retail Ishan M. -
Target’s new CEO moved quickly. An executive shake-up and hundreds of job cuts were announced to redirect capital toward...
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Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

0
It has been a busy stretch for Salesforce (NYSE:CRM)....

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

0
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

0
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

0
When you look past the headlines, the story around...

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