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Technology & AI
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three...
Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!
Technology & AI
Ishan Majumdar
-
May 28, 2026
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes...
Load more
M&A
Sony Just Made Music IP Look Like A Bigger SHIFT Than Games
M&A
Ishan M.
-
May 12, 2026
Sony Group Corporation (NYSE:SONY) is leaning harder into the business of owning culture,...
Meta Doesn’t Want to Build the Metaverse. It Wants to Build Your Robot
M&A
Ishan M.
-
May 2, 2026
Meta Platforms (NASDAQ:META) just made the kind of acquisition that sounds small until...
This Cybersecurity Stock Is DEFYING The Mythos Panic With Its Latest AI Acquisition!
M&A
Ishan Majumdar
-
May 1, 2026
Palo Alto Networks (NASDAQ:PANW) has found itself in a strange spot. The stock...
Load more
Consumer & Retail
Walmart Vs. Target: The Retail Earnings Week That Could Reveal The Real State Of The American Consumer!
Consumer & Retail
Ishan M.
-
May 19, 2026
Walmart (NYSE:WMT) and Target (NYSE:TGT) are stepping into a retail earnings week that...
Amazon Earnings Pre-Mortem: THIS Is What’s Making Investors Nervous!!
Consumer & Retail
Ishan M.
-
April 28, 2026
Amazon reports earnings this week, and the setup looks strong on the surface. Consensus...
Unilever’s $42 Billion Selloff Is Hiding a Much BIGGER Bet!
Consumer & Retail
Ishan M.
-
April 3, 2026
Unilever (NYSE: UL) did not just announce a deal—it exposed a strategy that...
Load more
Premium
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
Two software earnings reports landed in the same week and collectively produced the...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
Load more
Healthcare
Novo Nordisk Earnings Pre-Mortem: The Beat May Not Be Enough!
Healthcare
Ishan M.
-
May 5, 2026
Novo Nordisk reports first-quarter 2026 earnings on May 6, and the market is...
Everyone Thinks Eli Lilly Is A Weight-Loss Stock. That’s The Trap
M&A
Ishan Majumdar
-
April 28, 2026
Eli Lilly (NYSE:LLY) is having one of those rare market moments where everyone...
Amazon Earnings Pre-Mortem: THIS Is What’s Making Investors Nervous!!
Consumer & Retail
Ishan M.
-
April 28, 2026
Amazon reports earnings this week, and the setup looks strong on the surface. Consensus...
Load more
Energy
Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?
Energy
Ishan M.
-
May 29, 2026
Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities...
Is NextEra’s Dominion Deal Really An AI Power Grab?
Energy
Ishan Majumdar
-
May 17, 2026
NextEra Energy (NYSE:NEE) is reportedly in advanced talks to acquire Dominion Energy (NYSE:D),...
The $180 Oil Scenario: What A Prolonged Oil Shock Could Mean For Chevron Vs. Exxon
Energy
Ishan Majumdar
-
March 21, 2026
The latest oil move has been driven less by ordinary commodity tightening and...
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
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
Two software earnings reports landed in the same week and collectively produced the...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
The “One Big Beautiful Bill” Just Passed; ExxonMobil Wins, UnitedHealth Bleeds, and Sunrun Is in Trouble
Miscellaneous
Ishan Majumdar
-
May 22, 2026
By a margin of one vote — 215 to 214 — the U.S....
Load more
Trending
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three...
Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?
Energy
Ishan M.
-
May 29, 2026
Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities...
Load more
Technology & AI
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three...
Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!
Technology & AI
Ishan Majumdar
-
May 28, 2026
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes...
Load more
Technology & AI
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three...
Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!
Technology & AI
Ishan Majumdar
-
May 28, 2026
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes...
Load more
Technology & AI
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three...
Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!
Technology & AI
Ishan Majumdar
-
May 28, 2026
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes...
Load more
M&A
Sony Just Made Music IP Look Like A Bigger SHIFT Than Games
M&A
Ishan M.
-
May 12, 2026
Sony Group Corporation (NYSE:SONY) is leaning harder into the business of owning culture,...
Meta Doesn’t Want to Build the Metaverse. It Wants to Build Your Robot
M&A
Ishan M.
-
May 2, 2026
Meta Platforms (NASDAQ:META) just made the kind of acquisition that sounds small until...
This Cybersecurity Stock Is DEFYING The Mythos Panic With Its Latest AI Acquisition!
M&A
Ishan Majumdar
-
May 1, 2026
Palo Alto Networks (NASDAQ:PANW) has found itself in a strange spot. The stock...
Load more
Consumer & Retail
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
Two software earnings reports landed in the same week and collectively produced the...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
Load more
Premium
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent...
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
Two software earnings reports landed in the same week and collectively produced the...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
Load more
Healthcare
Novo Nordisk Earnings Pre-Mortem: The Beat May Not Be Enough!
Healthcare
Ishan M.
-
May 5, 2026
Novo Nordisk reports first-quarter 2026 earnings on May 6, and the market is...
Everyone Thinks Eli Lilly Is A Weight-Loss Stock. That’s The Trap
M&A
Ishan Majumdar
-
April 28, 2026
Eli Lilly (NYSE:LLY) is having one of those rare market moments where everyone...
Amazon Earnings Pre-Mortem: THIS Is What’s Making Investors Nervous!!
Consumer & Retail
Ishan M.
-
April 28, 2026
Amazon reports earnings this week, and the setup looks strong on the surface. Consensus...
Load more
Energy
Exxon’s $5 Billion Gamble: Venezuela Goldmine Or Trap?
Energy
Ishan M.
-
May 29, 2026
Exxon Mobil (NYSE:XOM) may be staring at one of the strangest oil opportunities...
Is NextEra’s Dominion Deal Really An AI Power Grab?
Energy
Ishan Majumdar
-
May 17, 2026
NextEra Energy (NYSE:NEE) is reportedly in advanced talks to acquire Dominion Energy (NYSE:D),...
The $180 Oil Scenario: What A Prolonged Oil Shock Could Mean For Chevron Vs. Exxon
Energy
Ishan Majumdar
-
March 21, 2026
The latest oil move has been driven less by ordinary commodity tightening and...
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
The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!
Miscellaneous
Ishan Majumdar
-
June 1, 2026
Two software earnings reports landed in the same week and collectively produced the...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams...
The “One Big Beautiful Bill” Just Passed; ExxonMobil Wins, UnitedHealth Bleeds, and Sunrun Is in Trouble
Miscellaneous
Ishan Majumdar
-
May 22, 2026
By a margin of one vote — 215 to 214 — the U.S....
Load more