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Technology & AI

Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...

Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?

Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...

Alphabet Earnings Preview: The $190 Billion AI Test

Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July...

M&A

Rogers MLSE Acquisition Tests Sports Media Ambitions

Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s...

Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline

Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire...

Kroger’s Giant Eagle Acquisition: Scale Or Risk?

Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to...

Consumer & Retail

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Amazon reports second-quarter results on July 30, one week after Alphabet delivered the...

Nike China Strategy: Can Its Online Reset Restore Growth?

Nike (NYSE:NKE) is making one of its boldest moves yet in China, and...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence...

Premium

Visa Earnings Preview: The Client Incentive Test

Visa reports fiscal third-quarter results after the US market closes on 28 July...

Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...

Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?

Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...

Healthcare

Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal

Kenvue (NYSE:KVUE) woke up on July 13 with an old legal threat suddenly...

Merck’s $11 BillionBio-Techne Deal Looks Strategic, But The Debt Trade-Off Is REAL

Merck KGaA (ETR:MRK) has made a bold early move under new CEO Kai...

AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin

AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...

Energy

This Industrial Giant Is Quietly Powering The Entire AI Trade!

Okay, so here's a fun one. The AI trade has basically moved through...

Is WildFire The Acquisition That Expands Magnolia, Or Stretches Its Model?

Magnolia Oil & Gas Corporation (NYSE:MGY) has moved into the spotlight after reports...

Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?

Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets,...

Industrials

Did Rocket Lab Just Out-Maneuver Amazon and SpaceX in One Deal?

Rocket Lab Corporation (NASDAQ:RKLB) has just made the kind of move that gets...

Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test

Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping....

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

BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...

Miscellaneous

Visa Earnings Preview: The Client Incentive Test

Visa reports fiscal third-quarter results after the US market closes on 28 July...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

The LENS Index added its ninth and tenth positions this week. Neither is...

Is PayPal Really Worth Just $53 Billion?

PayPal Holdings (NASDAQ:PYPL) is suddenly at the center of a takeover story that...