Technology & AI

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1...
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M&A

Rogers MLSE Acquisition Tests Sports Media Ambitions

M&A Ishan Majumdar -
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s...

Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline

M&A Ishan Majumdar -
Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire...

Kroger’s Giant Eagle Acquisition: Scale Or Risk?

M&A Ishan M. -
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to...
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Microcaps

NeoVolta SK On Deal: What 18 GWh Really Means for Investors

Microcaps Ishan Majumdar -
NeoVolta Inc. (NASDAQ: NEOV) has suddenly become one of the most closely watched...

TEN Holdings Lock-Up Could Test Its Rally

Microcaps Ishan Majumdar -
TEN Holdings, Inc. (NASDAQ:XHLD) provides virtual, hybrid, webinar, and physical-event services through platforms...

Tenax Therapeutics: Can Levosimendan Recover After LEVEL?

Microcaps Ishan Majumdar -
Tenax Therapeutics, Inc. (NASDAQ:TENX) has become one of August’s more unusual biotechnology special...
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Consumer & Retail

Walmart Earnings Preview: Can It Defy a Weakening Consumer?

Consumer & Retail Ishan Majumdar -
Walmart reports fiscal second-quarter results before the market opens on August 20, with...

Etsy Workforce Cuts: What The 12% Layoff Means For Investors

Consumer & Retail Ishan Majumdar -
Etsy (NASDAQ:ETSY) is cutting about 220 jobs, or roughly 12% of its workforce,...

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the...
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Premium

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Tesla Cybercab Robotaxi: Can The Economics Work?

Transportation Ishan Majumdar -
Tesla (NASDAQ:TSLA) enters Thursday’s Cybercab launch with one major question already answered. The...
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Healthcare

Tenax Therapeutics: Can Levosimendan Recover After LEVEL?

Microcaps Ishan Majumdar -
Tenax Therapeutics, Inc. (NASDAQ:TENX) has become one of August’s more unusual biotechnology special...

Moderna Cancer Vaccine Faces Its Bigger Test

Healthcare Ishan Majumdar -
Moderna (NASDAQ:MRNA) just experienced the kind of stock move that biotech investors rarely...

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

Healthcare Ishan Majumdar -
Procter & Gamble (NYSE:PG) has moved deeper into health and wellness with its...
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Energy

Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation

Energy Ishan Majumdar -
Sunoco LP (NYSE:SUN) is adding another sizable deal to its acquisition playbook. The...

This Industrial Giant Is Quietly Powering The Entire AI Trade!

Energy Ishan Majumdar -
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?

Energy Ishan Majumdar -
Magnolia Oil & Gas Corporation (NYSE:MGY) has moved into the spotlight after reports...
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Industrials

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

Industrials Ishan Majumdar -
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

Industrials Ishan M. -
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?

Industrials Ishan M. -
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
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Miscellaneous

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In...

Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean

Miscellaneous Ishan Majumdar -
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...

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

Miscellaneous Ishan Majumdar -
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped...
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Trending

Tesla Cybercab Robotaxi: Can The Economics Work?

Transportation Ishan Majumdar -
Tesla (NASDAQ:TSLA) enters Thursday’s Cybercab launch with one major question already answered. The...

NeoVolta SK On Deal: What 18 GWh Really Means for Investors

Microcaps Ishan Majumdar -
NeoVolta Inc. (NASDAQ: NEOV) has suddenly become one of the most closely watched...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom...
Load more

Technology & AI

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1...
Load more

Technology & AI

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1...
Load more

Technology & AI

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1...
Load more

M&A

Rogers MLSE Acquisition Tests Sports Media Ambitions

M&A Ishan Majumdar -
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s...

Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline

M&A Ishan Majumdar -
Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire...

Kroger’s Giant Eagle Acquisition: Scale Or Risk?

M&A Ishan M. -
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to...
Load more

Consumer & Retail

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Tesla Cybercab Robotaxi: Can The Economics Work?

Transportation Ishan Majumdar -
Tesla (NASDAQ:TSLA) enters Thursday’s Cybercab launch with one major question already answered. The...
Load more

Premium

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW ...

Tesla Cybercab Robotaxi: Can The Economics Work?

Transportation Ishan Majumdar -
Tesla (NASDAQ:TSLA) enters Thursday’s Cybercab launch with one major question already answered. The...
Load more

Healthcare

Tenax Therapeutics: Can Levosimendan Recover After LEVEL?

Microcaps Ishan Majumdar -
Tenax Therapeutics, Inc. (NASDAQ:TENX) has become one of August’s more unusual biotechnology special...

Moderna Cancer Vaccine Faces Its Bigger Test

Healthcare Ishan Majumdar -
Moderna (NASDAQ:MRNA) just experienced the kind of stock move that biotech investors rarely...

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

Healthcare Ishan Majumdar -
Procter & Gamble (NYSE:PG) has moved deeper into health and wellness with its...
Load more

Energy

Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation

Energy Ishan Majumdar -
Sunoco LP (NYSE:SUN) is adding another sizable deal to its acquisition playbook. The...

This Industrial Giant Is Quietly Powering The Entire AI Trade!

Energy Ishan Majumdar -
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?

Energy Ishan Majumdar -
Magnolia Oil & Gas Corporation (NYSE:MGY) has moved into the spotlight after reports...
Load more

Industrials

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

Industrials Ishan Majumdar -
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

Industrials Ishan M. -
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?

Industrials Ishan M. -
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Load more

Miscellaneous

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In...

Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean

Miscellaneous Ishan Majumdar -
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...

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

Miscellaneous Ishan Majumdar -
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped...
Load more