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Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Technology & AI
Ishan Majumdar
-
February 13, 2026
Memory prices are rising, supply remains tight, and the AI buildout is absorbing...
Is Nvidia’s China Comeback A Win Or A Structural RISK?
Technology & AI
Ishan Majumdar
-
February 9, 2026
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume...
Load more
M&A
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline...
Is Apple Outflanking Meta With This Q.AI Move?
M&A
Ishan Majumdar
-
January 31, 2026
Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around...
Ascendis Pharma Becomes M&A Target Again—European Suitors In Play?
M&A
Ishan Majumdar
-
January 26, 2026
Ascendis Pharma (NASDAQ:ASND) has suddenly become one of the hottest tickers in biotech...
Load more
Consumer & Retail
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print...
Is Target’s Leadership RESET Enough To Change The Story?
Consumer & Retail
Ishan M.
-
February 11, 2026
Target’s new CEO moved quickly. An executive shake-up and hundreds of job cuts...
Is Amazon’s $50 Billion OpenAI Deal Really About AI — Or Just AWS Market Share?
Consumer & Retail
Ishan M.
-
January 30, 2026
Amazon is reportedly negotiating a $50 billion investment into OpenAI, a potential anchor...
Load more
Premium
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print...
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
Load more
Healthcare
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Healthcare
Ishan Majumdar
-
February 12, 2026
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an...
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline...
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Healthcare
Ishan Majumdar
-
February 7, 2026
Hims & Hers used the Super Bowl stage to push its latest offering:...
Load more
Energy
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
Is The Devon + Coterra $21 Billion Merger About Growth — Or Running Out of Rock?
Energy
Ishan Majumdar
-
February 3, 2026
Devon Energy just announced a $21.4 billion all-stock acquisition of Coterra, positioning itself...
Chevron Trump Venezuela Strategy in Crisis: Why Chevron Is Slamming the Brakes
Energy
Ishan Majumdar
-
January 20, 2026
It’s a standoff that pits shareholder caution against political ambition—and Chevron (NYSE:CVX) is...
Load more
Industrials
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?
Industrials
Ishan Majumdar
-
February 9, 2026
Rio Tinto and Glencore walked away from merger talks that would have reshaped...
Howmet Buys CAM: The $1.8 Billion Bet That Could Reshape Aerospace
Industrials
Ishan Majumdar
-
December 23, 2025
On December 22, 2025, Howmet Aerospace (NYSE:HWM) announced plans to acquire Consolidated Aerospace...
Load more
Miscellaneous
Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
Miscellaneous
Ishan M.
-
February 16, 2026
The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,”...
Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium
Miscellaneous
Ishan M.
-
February 16, 2026
When Tri Pointe Homes (NYSE:TPH) announced that it had agreed to be acquired...
Gold & Silver Are Rallying — But The REAL Signal Is The Split!
Miscellaneous
Ishan M.
-
January 27, 2026
Gold has pushed decisively above the psychological threshold that dominated market chatter, while...
Load more
Trending
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
Miscellaneous
Ishan M.
-
February 16, 2026
The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,”...
Load more
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Technology & AI
Ishan Majumdar
-
February 13, 2026
Memory prices are rising, supply remains tight, and the AI buildout is absorbing...
Is Nvidia’s China Comeback A Win Or A Structural RISK?
Technology & AI
Ishan Majumdar
-
February 9, 2026
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume...
Load more
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Technology & AI
Ishan Majumdar
-
February 13, 2026
Memory prices are rising, supply remains tight, and the AI buildout is absorbing...
Is Nvidia’s China Comeback A Win Or A Structural RISK?
Technology & AI
Ishan Majumdar
-
February 9, 2026
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume...
Load more
Technology & AI
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Apple vs Micron: In a Memory Supercycle, Who Really Wins?
Technology & AI
Ishan Majumdar
-
February 13, 2026
Memory prices are rising, supply remains tight, and the AI buildout is absorbing...
Is Nvidia’s China Comeback A Win Or A Structural RISK?
Technology & AI
Ishan Majumdar
-
February 9, 2026
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume...
Load more
M&A
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline...
Is Apple Outflanking Meta With This Q.AI Move?
M&A
Ishan Majumdar
-
January 31, 2026
Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around...
Ascendis Pharma Becomes M&A Target Again—European Suitors In Play?
M&A
Ishan Majumdar
-
January 26, 2026
Ascendis Pharma (NASDAQ:ASND) has suddenly become one of the hottest tickers in biotech...
Load more
Consumer & Retail
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print...
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
Load more
Premium
Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is
Technology & AI
Ishan Majumdar
-
February 17, 2026
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and...
Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers
Consumer & Retail
Ishan Majumdar
-
February 17, 2026
Walmart reports earnings on February 19, and few large-cap names enter the print...
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
Load more
Healthcare
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Healthcare
Ishan Majumdar
-
February 12, 2026
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an...
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline...
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Healthcare
Ishan Majumdar
-
February 7, 2026
Hims & Hers used the Super Bowl stage to push its latest offering:...
Load more
Energy
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
Is The Devon + Coterra $21 Billion Merger About Growth — Or Running Out of Rock?
Energy
Ishan Majumdar
-
February 3, 2026
Devon Energy just announced a $21.4 billion all-stock acquisition of Coterra, positioning itself...
Chevron Trump Venezuela Strategy in Crisis: Why Chevron Is Slamming the Brakes
Energy
Ishan Majumdar
-
January 20, 2026
It’s a standoff that pits shareholder caution against political ambition—and Chevron (NYSE:CVX) is...
Load more
Industrials
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?
Industrials
Ishan Majumdar
-
February 9, 2026
Rio Tinto and Glencore walked away from merger talks that would have reshaped...
Howmet Buys CAM: The $1.8 Billion Bet That Could Reshape Aerospace
Industrials
Ishan Majumdar
-
December 23, 2025
On December 22, 2025, Howmet Aerospace (NYSE:HWM) announced plans to acquire Consolidated Aerospace...
Load more
Miscellaneous
U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!
Energy
Ishan M.
-
February 16, 2026
U.S. natural gas prices have slipped into a different regime faster than many...
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil
Miscellaneous
Ishan M.
-
February 16, 2026
The Trump administration has formally revoked the Environmental Protection Agency’s 2009 “endangerment finding,”...
Load more